Senior Financial Planner & Tech-Savvy Advisor (Hybrid)

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

Job summary

A financial advisory startup in Greater London is seeking a Financial Planner to join a forward-thinking team. This role focuses on creating tailored financial advice and managing complex planning projects. Ideal candidates will have around 5 years of experience, a Chartered qualification (or nearing it), and a passion for innovative financial solutions. The firm promotes a collaborative culture with flexible working hours, competitive salary, and various benefits including wellness support and opportunities for equity in the company.

Benefits

Competitive salary and benefits

Equity potential

Wellness and mental health support

Flexible working hours and hybrid work

Qualifications

• 5+ years of experience preparing advice for clients across various areas.
• Comfortable using technology to enhance customer journeys.

Responsibilities

• Create tailored financial advice and plans for clients.
• Model cashflow and analyze existing financial products.
• Oversee individual planning projects with technical expertise.

Skills

Client relationship building

Entrepreneurial mindset

Technological aptitude

Team collaboration

Integrity and confidentiality

Technical expertise in financial planning

Education

Chartered qualification or near Chartered

Job description

A financial advisory startup in Greater London is seeking a Financial Planner to join a forward-thinking team. This role focuses on creating tailored financial advice and managing complex planning projects. Ideal candidates will have around 5 years of experience, a Chartered qualification (or nearing it), and a passion for innovative financial solutions. The firm promotes a collaborative culture with flexible working hours, competitive salary, and various benefits including wellness support and opportunities for equity in the company.