Operations Specialist (Financial Advice) (Data Gathering)

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.