Senior Operations Specialist (Financial Advice)

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 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 -…