Operations Specialist (Financial Advice) (Data Gathering)

Nova Wealth; Greater London; Hybrid; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Bonus

Pension

Private medical

Income protection

Equity potential

Wellness support

Learning budget

EV leasing

Hybrid work

Multinational team

Entrepreneurial culture

Job summary

NOVA Wealth is a fast-growing fintech startup in the UK, focused on human-centered financial advice powered by Lifeline technology. The Operations role supports client onboarding and prepares annual reviews, while driving efficient, tech-enabled processes and strong data integrity across systems.

Ideal candidates have 1–3 years in operations or customer success, with GCSE English & Maths and a genuine interest in personal finance. Hybrid work with office presence at Farringdon Street is offered.

Qualifications

• 1–3 years of professional work experience in operations or customer success.
• GCSE English & Maths grade 4–9 or equivalent.
• Curious and motivated with an interest in personal finance and fintech.
• Excellent communication and empathetic customer interactions.
• Detail-oriented and organized with strong multitasking abilities.
• Proactive, self-motivated and a team player in a scale-up environment.

Responsibilities

• Onboard clients and gather key personal/financial information from clients and providers.
• Prepare data for client annual review check-ins.
• Identify bottlenecks and help design faster, smarter onboarding workflows.
• Maintain data integrity across internal systems and platforms.
• Serve as a point of contact for operational queries from clients and team.
• Learn FCA regulatory requirements to ensure compliant tasks.
• Help maintain an organized, welcoming office space at Farringdon Street and act as a culture ambassador.

Skills

Onboarding processes

Data gathering

Communication

Attention to detail

Proactive problem-solving

Team collaboration

Education

GCSE English & Maths 4-9

Job description

About NOVA:

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:

Operations is the engine of our business and plays a critical role in our customers' experience. In this role, you will play an important role 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.

What you'll be doing:

• Client Onboarding & Data Gathering: Gather key personal/financial information from clients and other financial providers
• Annual Review Prep: Ownership of preparing data/information for client check-in meetings.
• Process Innovation: Build a deep understanding of workflows to identify bottlenecks and help design faster, smarter, tech-enabled onboarding experiences.
• Systems & Data Integrity: Maintain immaculate records across our internal platforms and systems.
• Client & Team Support: Serve as a point of contact for operational queries from both clients and our team.
• Compliance & Excellence: Learn key FCA regulatory requirements to ensure all operational tasks remain compliant.
• Culture & Environment: Help maintain an organised, welcoming office space at Farringdon Street and act as a culture ambassador within our growing team.

• Experience: 1-3 years of professional work experience (operations, customer success, or financial services experience is a plus).
• Education: GCSE English & Maths grade 4-9 (C-A*) or equivalent.
• Curious & Motivated: A genuine interest in personal finance and a drive to build your knowledge in fintech.
• Great Communicator: Highly empathetic, patient, and able to build trust quickly with clients and teammates alike.
• Detail-Oriented & Organized: Exceptional time management skills with a high degree of precision when managing multitasking pipelines.
• Proactive Problem-Solver: Quick to learn, comfortable with ambiguity, and driven to take initiative when challenges arise.
• Team Player: Able to balance professionalism with a sense of fun in a scale-up environment.

Unfortunately, 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

• Join a firm with a 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
• Hybrid remote working after a period of full-time office-based training (typically 3-4 days a week working in theoffice (20 Farringdon Street))
• Exceptionally open and diverse, multinational team
• Entrepreneurial, creative environment