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- Tasks: Create brilliant financial advice and own individual planning projects with technical expertise.
- Company: Fast-growing startup revolutionising financial advice in the UK.
- Benefits: Competitive salary, equity potential, wellness support, and flexible working hours.
- Why this job: Join a team that empowers clients to achieve their financial dreams using innovative technology.
- Qualifications: Chartered or near Chartered with 5 years of experience in financial planning.
- Other info: Dynamic, entrepreneurial environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
About NOVANOVA Wealth is a fast growing startup looking to change the face of financial advice and the way it’s delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship; however by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way. At our core, we’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.
About the role We have an opportunity for a brilliant, experienced and technical paraplanner to join our wonderful team. At NOVA, your title will be 'Financial Planner'. This is an elevated role compared to much of the industry where, rather than reporting into a financial adviser, you’ll form part of our specialist planning team. While a non-client facing role, you will get involved in all areas of financial planning and will be responsible for owning our end-to-end advice process, deciding the recommendations and curating the financial plans for our customers, whilst helping shape our processes and the way we provide advice for years to come. This role will excite those who are passionate about the industry they work in and seek to take on more responsibility within a forward-thinking firm. We are a planning led firm that leverages technology to empower our planning team to focus on the important areas which need their expertise - creating fantastic advice for our customers.
What you’ll be doing:
- Creating brilliant advice for our customers
- Being a technical expert on all things financial planning
- Cashflow modelling
- Analysis of clients existing products and investments
- Ownership of individual planning projects requiring technical expertise
- Maintaining the pinnacle of standards of advice for our customers
- Designing and refining our processes and ways of working
- Working with our tech team to help remove admin and drive efficiency
- Helping to train, support and manage more junior colleagues and admin support
Client centric. We put our customers at the centre of everything we do, so the ability to build strong client relationships, have a high attention to detail, and make things more straightforward for our customers is very important.
Entrepreneurial mindset. We’re a fast growing startup looking to change an industry, where innovative thinking and a determination to succeed is key.
Comfortable with technology. We use a lot of tech to support our customer journeys and are always trying to innovate in this area, so having an open mind for learning new ways of doing things is a must.
Team-player. Our teams work in a very close-knit way and as a startup we’re always looking to innovate, so our teams need to be open to trying new ways of doing things and give feedback in a helpful and constructive way.
Integrity. We deal with highly confidential and personal data every day for our clients, so our people need to have the highest standards of personal integrity.
Qualified. We are looking for Chartered (or near Chartered with 1-2 exams remaining) qualified candidates for this role. You’ll also have ~5 years of experience preparing advice for clients and have a broad range of experience in many areas of advice.
Technical. You will be the go to technical expert in the team whenever anyone in the team faces thorny or complex cases. You should have a deep understanding of complex estate planning issues, trusts, safeguarded/defined benefits, and all the weird and wonderful rules of pensions.
Nice to have:
- STEP qualifications
- Pension transfer (DB pensions) experience
You’ll feel right at home if you’re…
- Helpful: random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile.
- Straightforward: life is complicated enough. Don’t make it harder for yourself, or others. Sometimes the simplest approach works wonders.
- Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself.
Join a firm with genuine purpose and impact on our customers, along with a strong moral code.
Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
Potential to get equity in the company in the future
Access to Wellness / mental health support (Headspace App + mental health support through private medical)
Budget for additional learning / cost of exams
Electric vehicle leasing through salary sacrifice / cycle to work scheme
Flexible working hours and hybrid remote working (typically 2-3 days a week in the office)
Exceptionally open and diverse, multinational team
Entrepreneurial, creative environment
Planning Financial Planner (Senior Paraplanner) London , United Kingdom employer: Novawm
Contact Detail:
Novawm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Financial Planner (Senior Paraplanner) London , United Kingdom
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more connections you make, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best work in financial planning. Whether it's cashflow models or complex case analyses, having tangible examples can really impress potential employers and set you apart from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to companies you admire, like NOVANOVA Wealth, and express your interest. A well-timed email can open doors you didn’t even know existed.
✨Tip Number 4
Keep learning! Stay updated on the latest trends and technologies in financial planning. Consider taking additional courses or certifications. This not only boosts your knowledge but also shows potential employers that you're committed to your professional growth.
We think you need these skills to ace Planning Financial Planner (Senior Paraplanner) London , United Kingdom
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re not just qualified, but genuinely excited about making a difference in the industry!
Tailor Your CV: Make sure your CV is tailored to the role of Financial Planner. Highlight your relevant experience and skills, especially those that align with our tech-driven approach and client-centric philosophy.
Be Clear and Concise: Keep your application straightforward. Use clear language and avoid jargon where possible. We appreciate simplicity and clarity, so make it easy for us to see why you’d be a great fit!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at NOVANOVA Wealth.
How to prepare for a job interview at Novawm
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around complex estate planning issues and pensions. Be ready to discuss your experience with cashflow modelling and how you've tackled tricky cases in the past.
✨Show Your Tech Savvy
Since NOVANOVA Wealth leverages technology to enhance client service, be prepared to talk about any tech tools or software you've used in your previous roles. Highlight how you've used technology to streamline processes or improve efficiency.
✨Demonstrate Client-Centric Thinking
Emphasise your ability to build strong client relationships and your attention to detail. Share examples of how you've made financial advice more straightforward for clients and how you prioritise their needs in your work.
✨Be Bold and Innovative
As a startup, NOVANOVA values innovative thinking. Come armed with ideas on how to improve financial planning processes or enhance client experiences. Show that you're not afraid to think outside the box and contribute to the company's growth.