Nova Wealth
Senior Operations Specialist (Financial Advice)
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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 and 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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
- 2+ 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
You’ll feel right at home if you’re...
- 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 and give you a day of study leave for each exam you sit) Exceptionally open and diverse, multinational team Entrepreneurial, creative environment 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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location