Graduate / Entry Level Operations Specialist (Financial Advice)

LGBT Great; City Of London; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A forward-thinking financial services firm in the City of London is looking for a Graduate Operations Specialist to support daily operations and client onboarding. This role offers the chance to excel in financial planning while pursuing the CII Diploma. We seek an enthusiastic individual with strong communication and problem-solving skills, eager to innovate processes and contribute to a diverse team environment.

Benefits

Competitive salary

Pension plan

Private medical insurance

Wellness support

Flexible working hours

Equity potential

Qualifications

• Eager to pursue the CII Diploma in Regulated Financial Planning.
• Must be able to empathise with clients and colleagues.
• Strong time management skills with attention to detail.

Responsibilities

• Onboard new clients and manage relationships.
• Innovate and improve operational processes.
• Maintain compliance with regulatory requirements.
• Engage with colleagues to promote company culture.

Skills

Personal finance interest

Communication

Problem-solving

Organizational skills

Detail-oriented

Initiative

Education

2:1 degree in any discipline or relevant experience

Job description

Overview

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. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way. At our core, we’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.

About the role

We have an exciting opportunity to join the team as a Graduate Operations Specialist. You will be responsible for supporting all aspects of day-to-day operations in the business from onboarding clients to developing and implementing new, more efficient processes. You will need to be proactive and be interested in learning about all aspects of personal finance and how a business operates.

This role will allow you to kickstart your career in financial planning and you’ll be supported in achieving the CII diploma (Chartered Insurance Institute). This will require dedication from you and a significant amount of self-study.

It’s an unusually broad role that will suit someone who loves learning. It’s a fantastic opportunity to join a business at the start, and play a key role in shaping our future.

What you’ll be doing

• Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
• Owning operational processes; constantly looking to innovate and improve
• Act as a point of contact for questions relating to operational processes
• Maintaining information across multiple systems
• Learning key regulatory requirements and maintaining our compliance
• Become a culture ambassador within the company by engaging with colleagues and coming up with new ideas for collaboration

Qualifications

The successful applicant will be eager to pursue the CII Diploma in Regulated Financial Planning, a pathway to proficiency in offering regulated financial advice. This Level 4 diploma covers investment principles, taxation, retirement planning, and protection products, providing essential skills and knowledge for success in the field.

• A genuine interest in personal finance and motivation 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
• Ability to not just complete tasks but think about how to make them easier and faster
• A quick learner who uses their initiative to solve problems - loves a challenge
• Have strong organisational and time management skills; whilst maintaining attention to detail
• Highly motivated with a keen eye for detail - Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences

We regret to inform you that 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. Thank you for your understanding.

You’ll feel right at home if you’re

• Helpful: random acts of kindness make the workplace a better place so, 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: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself

All applicants are asked to submit a brief cover letter explaining their enthusiasm for pursuing a career in wealth management. Additionally, applicants are encouraged to share any relevant experiences or skills that demonstrate their suitability for the role.

Benefits & How to Apply

• Join a firm with genuine purpose and impact on our customers, along with 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
• Access to 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
• Flexible working hours and hybrid remote working after a period of full time office based training (typically 3 days a week working in the office (20 Farringdon Street)
• Exceptionally open and diverse, multinational team
• Entrepreneurial, creative environment