Senior Operations Specialist (Financial Advice)

Social network you want to login/join with:Senior Operations Specialist (Financial Advice), London

col-narrow-leftClient:

Nova WealthLocation:

London, United KingdomJob Category:

Other-EU work permit required:

Yescol-narrow-rightJob Reference:

f03d0c4444adJob Views:

28Posted:

12.08.2025Expiry Date:

26.09.2025col-wideJob Description:

About NOVANOVA 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 RoleWe 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.ResponsibilitiesOwning operational processes; ensuring excellent delivery and constantly looking to innovate and improve‘Seeing around corners’ - anticipating customer and business needs or risksUntangle complex operational problems and come up with practical solutionsDriving the team to consistently achieve its daily, weekly and monthly targetsOnboarding new clients and 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 processesFuture potential for team leadershipEnsuring we are compliant with key regulatory requirementsActing as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaborationRequirements4+ years of work experience - either financial services or demonstrable transferable skills from a similar industryComplete 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 spaceA great communicator, able to be patient and empathise with customers and colleaguesAble to balance professionalism with a sense of funAbility to not just complete tasks but think about how to make them easier and fasterA quick learner who uses their initiative to solve problems - loves a challengeHave strong organisational and time management skills; whilst maintaining attention to detailEither a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiencesHelpful:

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 yourselfWe are a certified B Corp! Join a firm with a genuine purpose and impact on our customers'' lives, along with a strong moral codeSalary and 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 teamFlexible working with snazzy central London office (20 Farringdon Street)Diversity and inclusionAt 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 ..... full job details .....