About the job
About NOVA Wealth:
NOVA Wealth is an innovative startup on a mission to revolutionize the financial advisory landscape in the UK. We believe in placing a human adviser at the core of each client relationship while utilizing cutting-edge technology to enhance our advisers' capabilities. Our goal is to deliver exceptional service while minimizing the mundane administrative tasks that often hinder productivity.
We are dedicated to creating a transformative experience in the advisory sector, focusing on better outcomes for clients at a lower cost. Our customer-centric advisers, supported by our groundbreaking Lifeline technology, empower clients to not only make informed financial decisions but also to realize their aspirations.
About the Role:
We are seeking a highly skilled and technically proficient Senior Paraplanner to join our dynamic team. In your role as a Financial Planner, you will not only be a part of our specialist planning team but also take on significant responsibilities that go beyond traditional paraplanning roles. While this is not a client-facing position, you will play an integral role in the financial planning process, taking charge of our comprehensive advice methodology, crafting tailored recommendations, and designing financial plans for our clients.
This position is ideal for those who are passionate about the financial services industry and eager to take on increased responsibilities within a forward-thinking company. At NOVA, we are committed to a planning-centric approach that leverages technology to enable our planning team to concentrate on what truly matters—providing exceptional advice for our clients.
Your Responsibilities:
- Developing exceptional financial advice for our clients
- Serving as a technical expert in all areas of financial planning
- Conducting cash flow analysis and projections
- Evaluating clients’ existing financial products and investments
- Managing individual planning projects that require technical acumen
- Upholding the highest standards of advice for our clients
- Enhancing and optimizing our processes and methodologies
- Collaborating with our technology team to streamline administrative tasks and improve efficiency
- Mentoring and supporting junior colleagues and administrative staff
Qualifications:
- Client-Focused: A dedication to placing clients at the forefront of all endeavors, with strong relationship-building skills, meticulous attention to detail, and a commitment to simplifying processes for clients.
- Entrepreneurial Spirit: A proactive mindset that aligns with our mission to disrupt the financial advisory industry through innovative thinking and a tenacity for success.
- Technologically Savvy: Comfort and proficiency with technology tools and platforms that enhance financial planning.

