Financial Planner (Senior Paraplanner)

Nova Wealth; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning startup in London is looking for an experienced Financial Planner to join their specialist team. The role involves creating tailored financial advice, overseeing complex planning projects, and enhancing processes. Ideal candidates have around 5 years of experience, with a focus on client relationships and innovation. The position offers a competitive salary, benefits including private medical insurance, and opportunities for equity in the company.

Benefits

Competitive salary

Bonus

Private medical insurance

Flexible working hours

Electric vehicle leasing

Mental health support

Qualifications

• 5 years of experience preparing financial advice for clients.
• Understanding of estate planning, trusts, and pension rules.
• Experience in cashflow modelling.

Responsibilities

• Create brilliant advice for customers.
• Be the go-to technical expert for complex cases.
• Own the end-to-end advice process.

Skills

Client centric

Technical expertise

Attention to detail

Innovative thinking

Negotiation skills

Education

Chartered Financial Planner or near Chartered with 1-2 exams remaining

Job description

Overview

About NOVA:

NOVA Wealth is a fast growing start up looking to change the face of financial advice in the UK. We believe a human adviser should be at the heart of every client relationship, while technology helps advisers deliver higher levels of service and reduce day-to-day admin. We aim to build a game changer in the industry that delivers better customer outcomes at lower cost for more people, using Lifeline technology to empower advisers to help clients live the lives they dream of.

About the role:

We have an opportunity for a brilliant, experienced and technical paraplanner to join our team. At NOVA, your title will be Financial Planner. This is an elevated role where, rather than reporting into a financial adviser, you will form part of our specialist planning team. Although non-client facing, you will be involved in all areas of financial planning and will own the end-to-end advice process, decide recommendations and curate financial plans for our customers, while helping shape our processes and the way we provide advice for years to come.

This role suits someone who is passionate about the industry and wants more responsibility within a forward-thinking firm. We are a planning-led firm that leverages technology to empower the planning team to focus on creating fantastic advice for customers.

Responsibilities

• Creating brilliant advice for our customers
• Being a technical expert on all aspects of financial planning
• Cashflow modelling
• Analysis of clients' existing products and investments
• Ownership of individual planning projects requiring technical expertise
• Maintaining high standards of advice for our customers
• Designing and refining our processes and ways of working
• Working with our tech team to 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, high attention to detail, and making things straightforward for customers is important.

• Entrepreneurial mindset. We are a fast growing startup changing an industry; innovative thinking and determination to succeed are key.
• Comfortable with technology. We use tech to support our customer journeys and are always innovating, so an open mind for learning new ways of doing things is a must.
• Team-player. Our teams work closely together; as a startup we innovate and value constructive feedback.
• Integrity. We deal with highly confidential data, so high standards of personal integrity are essential.
• Qualified. Chartered (or near Chartered with 1-2 exams remaining) candidates with ~5 years of experience preparing advice for clients and broad experience across areas of advice.
• Technical. You will be the go-to technical expert for thorny or complex cases, with deep understanding of complex estate planning, trusts, safeguarded/defined benefits, and pension rules.

Nice to have

• STEP qualifications
• Pension transfer (DB pensions) experience

You’ll feel right at home if you’re…

• Helpful: act with kindness and make the workplace better.
• Straightforward: keep things simple and practical.
• Bold: share ideas and pursue opportunities.
• Join a firm with genuine purpose and impact, and 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
• Wellness / mental health support (Headspace App + 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 at 20 Farringdon Street)
• Open and diverse, multinational team
• Entrepreneurial, creative environment