Operations Specialist
Nova Wealth
Operations Specialist
Nova Wealth
Hybrid technology-enabled financial planning and advisory
Nova Wealth · London, United Kingdom (Hybrid) · Full-time · Posted 2026-07-29
Salary: GBP 33,000–38,000
Workplace: hybrid
Department: Operations
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:
Unfortunately, NOVA cannot provide sponsorship for students from abroad. Therefore, if you do not have full entitlement to work in the UK, we kindly ask that you refrain from applying for this position. Thank you for your understanding.
You’ll feel right at home if you’re…
All applicants are asked to submit a brief cover letter explaining their enthusiasm for pursuing a career in wealth management. Additionally, applicants are encouraged to share any relevant experiences or skills that demonstrate their suitability for the role.
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Hybrid technology-enabled financial planning and advisory
NOVA Wealth provides tailored wealth management and financial planning for clients with complex financial needs, using a hybrid model of technology-enabled services and one-on-one advisers. Clients work with a matched adviser online, by phone, or in person to build a personalized plan focused on retirement, family needs, and investment growth; ongoing advisory fees are 0.75% of assets plus platform and fund fees. Unlike firms that push in-house funds, NOVA Wealth emphasizes bespoke planning, evidence-based investing, climate-conscious choices, and a transparent, client-centric approach, plus a workplace financial coaching option. Its goal is to make high-quality financial advice accessible and tailored, helping clients reach long-term goals while maintaining an inclusive, socially responsible advisory brand (B Corp).
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