Graduate/Entry Level Operations Specialist - Financial Advice
About the job
- A genuine interest in personal finance and motivation to build knowledge in the fintech space.
- The ability to communicate with patience and empathy toward customers and colleagues.
- The ability to improve task efficiency by identifying easier and faster approaches.
- The ability to learn quickly and use initiative to solve problems.
- Strong organisational and time-management skills, with attention to detail.
- A 2:1 degree in any discipline for university graduates, or highly relevant experience for applicants without a university degree.
- Eagerness to pursue the CII Diploma in Regulated Financial Planning.
- Full entitlement to work in the UK; the employer cannot sponsor students from abroad.
- Applicants must submit a brief cover letter explaining their enthusiasm for a career in wealth management.
- Support day-to-day business operations, including onboarding clients and developing and implementing more efficient processes.
- Onboard new clients and manage relationships by collecting personal and financial information, speaking with clients, and executing recommendations.
- Own operational processes and continuously identify opportunities to innovate and improve them.
- Serve as a point of contact for questions about operational processes.
- Maintain information across multiple systems.
- Learn key regulatory requirements and maintain compliance.
- Act as a culture ambassador by engaging with colleagues and developing ideas for collaboration.
- Applicants are encouraged to share relevant experience or skills that demonstrate their suitability for the role.
About the company
NOVA Wealth provides tailored wealth management and financial planning for clients with complex needs by combining technology-enabled services with one-on-one advisers, plus offering financial coaching through employers. Clients work with a matched adviser online, by phone, or in person to create personalized plans centered on retirement, family needs, and investment growth, with ongoing advisory fees of 0.75% of assets (plus minimums) and additional platform/fund fees of about 0.10–0.15%. It sets itself apart by offering bespoke planning rather than in-house funds, using a hybrid model, and by holding a B Corp certification for social and environmental performance. Its goal is to make high-quality financial advice more accessible and tailored, helping clients achieve long-term goals through thoughtful, sustainable investing.
Company Size
51-200
Company Stage
Growth Equity (Non-Venture Capital)
Total Funding
$790K
Headquarters
London, United Kingdom
Founded
2018
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Simplify's Take
What believers are saying
- NOVA posted fresh August 2026 retirement and tax content, sustaining inbound lead generation.
- September 2026 careers page advertises compliance, advice, and operations hires, signaling expansion.
- The April 2025 B Corp certification strengthens employer sales and under-represented talent recruiting.
What critics are saying
- NOVA's 0.95% fee undercuts nobody; fee compression pressure arrives from Vanguard and SJP.
- Company House lists small-company accounts, signaling limited scale and fragile operating leverage.
- Compliance and suitability failures in workplace advice can trigger FCA scrutiny and reputational damage.
What makes Nova Wealth unique
- Hybrid adviser access plus digital onboarding targets busy UK professionals.
- Employer financial wellbeing programs widen distribution beyond direct-to-consumer wealth clients.
- B Corp status and climate-conscious investing support brand trust with mission-driven talent.
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Benefits
- Health Insurance
- Disability Insurance
- Life Insurance
- Wellness Program
- Mental Health Support
- Professional Development Budget
- Commuter Benefits
- Flexible Work Hours
- Hybrid Work Options
- Company Equity