Operations Specialist (Apprenticeship, Financial Advice)

TN United Kingdom; London; On-site; GBP 18,000 - 25,000; Full time

Job summary

A leading fintech start-up is offering an apprenticeship for an Operations Specialist in London. This role involves supporting daily operations, client onboarding, and process improvements, providing an excellent opportunity to kickstart a career in financial planning within a dynamic and innovative environment.

Benefits

Private medical insurance

Income protection

Death in service benefits

Exam support for CII certificate

Flexible working

Qualifications

• Genuine interest in personal finance and fintech.
• Great communicator, able to empathise with customers.
• Strong organisational and time management skills.

Responsibilities

• Assisting with onboarding new clients and managing relationships.
• Supporting operational processes and seeking improvements.
• Maintaining information across multiple systems.

Skills

Communication

Creativity

Learning

Organisational skills

Problem-solving

Education

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

Job description

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Operations Specialist (Apprenticeship, Financial Advice), London

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Client:

Nova Wealth

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

e4a4824c7d76

Job Views:

3

Posted:

19.05.2025

Expiry Date:

03.07.2025

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Job Description:

About NOVA

NOVA is a Fintech start-up that is disrupting the financial advice market.

We're on a mission to transform the way wealth management and financial advice are provided to clients across the UK. We are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that we can reduce our fees and open up advice to a broader audience. Using our own Lifeline technology, we are helping our clients make smarter financial decisions.

The Role

After successfully bringing two cohorts of apprentices into the business, we're keen to bring in another!

We are excited to offer you the chance to become a part of our team as an Operations Apprentice. In this role, you will support all aspects of our day-to-day operations, from client onboarding to developing and implementing new, more efficient processes. To thrive in this role, you should be proactive and interested in learning about personal finance and business operations.

This position presents an excellent opportunity to kickstart your career in financial planning, as it offers a broad range of responsibilities that will allow you to learn and grow. Moreover, this is a fantastic chance to join a startup and play a key role in shaping our future.

Responsibilities

• Assisting with onboarding new clients and managing client relationships. This includes tasks such as collecting personal and financial information, communicating with clients, and executing our recommendations.
• Supporting operational processes and continually seeking ways to innovate and improve.
• Serving as a point of contact for questions related to operational processes.
• Maintaining information across multiple systems.
• Learning key regulatory requirements and ensuring compliance.
• Maintaining a well-organised and tidy office environment.
• Becoming a culture ambassador within the company by engaging with colleagues and suggesting new ideas for collaboration.

Requirements

• A genuine interest in personal finance and motivated to build your knowledge in the fintech space.
• A great communicator, able to be patient and empathise with customers and colleagues.
• Able to balance professionalism with a sense of fun.
• A problem solver who is quick to learn, loves challenges, and uses their initiative to solve tasks.
• Have strong organisational and time management skills; whilst maintaining attention to detail.
• As this is an apprenticeship scheme, to be eligible you must be over 16 years of age and not have completed a university degree. This apprenticeship is ideal for school leavers or those early in their career journey.

You must have

• GCSE English & Maths 4-9 (C-A*) or equivalent.

Skills needed

• Communication.
• Creativity.
• Learning.
• Helpful: we like people who behave like it is always day one and who remember that without customers there is no business.
• Straightforward: life is complicated enough. Don’t make it harder for yourself, or for 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
• We are a certified B Corp! Join a firm with a genuine purpose and impact on our customers' lives, along with a strong moral code
• Salary & benefits (private medical, income protection, death in service)
• Exam support (we’ll pay for your exams towards the CII certificate and give you a day of study leave for each exam you sit)
• Exceptionally open and diverse, multinational team
• Flexible working with snazzy central London office (20 Farringdon Street)

Diversity & inclusion

At NOVA, values including diversity, inclusion and morality are at the very core of our foundation. We aim to create an environment that accepts each employee's authenticity and celebrates differences. Through our progressive spirit, we empower our employees to express their individuality, allowing each person to feel comfortable bringing 100% of themselves to work. Our commitment to diversity and inclusion runs much deeper than statistics and filling diversity targets but rather changing the face of diversity in Fintech as a whole.