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About the Role

Operations is the engine of our business and plays a critical role in our customers’ experience. In this role, you will play an important part right at the start of a customer’s relationship with us, working with them and their other financial providers to collect the vital information we need about their accounts to start our analysis. You will also own preparation for their annual review check-in meetings. As you develop knowledge of our and other providers’ processes, you will be able to help develop and implement new, more efficient processes that will speed up our onboarding journey and create a better experience for our customers.

Responsibilities

Gather key personal/financial information from clients and other financial providers
Ownership of preparing data/information for client check-in meetings
Build a deep understanding of workflows to identify bottlenecks and help design faster, smarter, tech-enabled onboarding experiences
Maintain immaculate records across our internal platforms and systems
Serve as a point of contact for operational queries from both clients and our team
Learn key FCA regulatory requirements to ensure all operational tasks remain compliant
Help maintain an organised, welcoming office space at Farringdon Street and act as a culture ambassador within our growing team

Requirements

1–3 years of professional work experience (operations, customer success, or financial services experience is a plus)
GCSE English & Maths grade 4–9 (C–A*) or equivalent
A genuine interest in personal finance and a drive to build your knowledge in fintech
Highly empathetic, patient, and able to build trust quickly with clients and teammates alike
Exceptional time management skills with a high degree of precision when managing multitasking pipelines
Quick to learn, comfortable with ambiguity, and driven to take initiative when challenges arise
Able to balance professionalism with a sense of fun in a scale-up environment
Helpful: 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: If you’ve got a great idea, don’t keep it to yourself
Must have full entitlement to work in the UK
Submit a brief cover letter explaining enthusiasm for a career in wealth management
Share any relevant experiences or skills that demonstrate suitability for the role

Skills

Client Onboarding
Data Gathering
Annual Review Preparation
Process Innovation
Systems & Data Integrity
Client & Team Support
Compliance
Great Communicator
Detail-Oriented
Organized
Proactive Problem-Solver
Team Player

Location

Farringdon Street
Hybrid remote working after training

Work Type

Full-time
Hybrid
Office-based training

Experience Level

1-3 years

Education Level

GCSE English & Maths grade 4–9 (C–A*) or equivalent

Salary/Compensations

Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)

Benefits

Bonus
Pension
Private medical
Income protection
Death in service
Potential for future equity
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

About the Company

NOVA Wealth is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK.
Leveraging technology to empower advisers to deliver higher levels of service and cut out day-to-day admin.
Building a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people.
Empowering customers to go beyond just making smarter financial decisions to living the lives they dream of through customer-centric advisers supported by innovative Lifeline technology.
Join a firm with a genuine purpose and impact on our customers, along with a strong moral code.
Exceptionally open and diverse, multinational team.
Entrepreneurial, creative environment.

Equal Opportunity

NOVA cannot provide sponsorship for students from abroad. Therefore, if you do not have full entitlement to work in the UK, we kindly ask that you refrain from applying for this position.