Senior Operations Specialist (Financial Advice)

TN United Kingdom; London; On-site; GBP 40,000 - 65,000; Full time

Job summary

A leading fintech start-up in London is seeking a Senior Operations Specialist to enhance operational processes and ensure exceptional customer experiences. This role offers the opportunity to shape your career in a dynamic environment, with responsibilities including client onboarding, operational problem-solving, and compliance. Join a diverse team committed to transforming financial advice through technology.

Benefits

Private medical insurance

Income protection

Death in service benefits

Exam support for CII certificate

Flexible working

Qualifications

• 4+ years of work experience in financial services or similar industry.
• Complete the CII Certificate in Financial Services within 6 months.
• A genuine interest in personal finance.

Responsibilities

• Owning operational processes and ensuring excellent delivery.
• Anticipating customer and business needs.
• Onboarding new clients and relationship management.

Skills

Communication

Organizational skills

Problem-solving

Time management

Education

2:1 in any discipline or relevant experience

Job description

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Senior Operations Specialist (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:

f03d0c4444ad

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

We have an exciting opportunity to join the team as a Senior Operations Specialist.

You may already work in an administration role and are looking to take the next step to develop your skills, or perhaps you are a Paraplanner looking for an operational role where you can apply your technical knowledge.

As a Senior Operations Specialist, you’ll play a key role in owning day-to-day operations - you will play a crucial role in delivering all the operational aspects that create our exceptional customer experience.

As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We’ll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career.

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.

Responsibilities

• Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
• ‘Seeing around corners’ - anticipating customer & business needs or risks
• Untangle complex operational problems and come up with practical solutions
• Driving the team to consistently achieve its daily, weekly & monthly targets
• Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
• Act as a trusted point of contact for questions relating to operational processes
• Future potential for team leadership
• Ensuring we are compliant with key regulatory requirements
• Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration

Requirements

• 4+ years of work experience - either financial services or demonstrable transferable skills from a similar industry
• Complete the CII Certificate in Financial Services within 6 months of joining (if you haven’t already)
• 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
• 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
• Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences
• 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 difference. 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.