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Graduate Operations Specialist in Financial Advice

NOVA WealthLondon, England, United Kingdom
On-site Full-time

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Experience Level

Entry Level

Qualifications

Qualifications:A genuine passion for personal finance and a strong desire to expand knowledge in the fintech sector. Excellent communication skills with the ability to empathize with clients and colleagues. A balance of professionalism and a friendly demeanor. A proactive approach to learning and personal development.

About the job

About NOVA Wealth:

NOVA Wealth is an innovative startup dedicated to revolutionizing the financial advisory landscape in the UK. Our belief is that a personal adviser is integral to every client's journey. By harnessing advanced technology, we empower our advisers to provide exceptional service while minimizing the daily administrative burdens that can hinder efficiency.

At NOVA, our mission is to transform the advice industry, ensuring better financial outcomes at reduced costs for a wider audience. Our customer-centric advisers, paired with our cutting-edge Lifeline technology, enable clients to not only make informed financial decisions but also to pursue their dream lifestyles.

Role Overview:

We invite you to embark on an exciting career journey as a Graduate Operations Specialist. In this role, you will support the essential day-to-day operations of our business, from client onboarding to the development and implementation of streamlined processes. Your proactive attitude and eagerness to learn about personal finance and business operations will be paramount.

This position offers a fantastic opportunity to launch your career in financial planning. You will receive support towards attaining the CII Diploma (Chartered Insurance Institute), which will require commitment and self-directed study.

This diverse role is ideal for individuals with a passion for learning and the opportunity to shape the future of our company from its inception.

Key Responsibilities:

  • Onboarding clients and managing relationships, including gathering personal and financial information, engaging with clients, and executing our recommendations.
  • Ownership of operational processes, continuously seeking opportunities for innovation and improvement.
  • Serve as a primary point of contact for operational inquiries.
  • Maintain accurate information across various systems.
  • Learn and uphold key regulatory requirements to ensure compliance.
  • Foster a collaborative culture by engaging with team members and proposing new ideas.

The chosen candidate will be enthusiastic about pursuing the CII Diploma in Regulated Financial Planning, which equips you with essential knowledge and skills in investment principles, taxation, retirement planning, and protection products.

About NOVA Wealth

NOVA Wealth is an emerging player in the financial advisory sector, focused on delivering superior client experiences through technology and personal engagement. We aim to redefine financial advice in the UK, making it more accessible and effective for everyone.

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