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Nova Wealth

Hybrid technology-enabled financial planning and advisory

Mortgage & Protection Adviser

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeLondon, UK

About the Job

Requirements

  • Have a relevant qualification to give mortgage advice in the UK, such as CeMAP or a Certificate in Mortgage Advice.
  • Have extensive experience in mortgage broking and operations, with a proven track record of delivering customer outcomes in a high-volume mortgages business.
  • Have in-depth knowledge of mortgage products, regulatory requirements, and industry trends.
  • Have experience presenting webinars and building relationships for business development.
  • Have strong analytical, problem-solving, and decision-making skills.
  • Have excellent communication and interpersonal abilities.
  • Have a results-oriented mindset focused on customer service and operational excellence.

Responsibilities

  • Provide high-quality, compliant, whole-of-market mortgage and protection advice to clients with a wide range of needs.
  • Conduct virtual client meetings to understand individual goals, recommend tailored mortgage solutions, deliver an end-to-end client experience, and maintain trusted relationships.
  • Work closely with the Mortgage Support Team to ensure smooth processing of client applications.
  • Maintain and develop relationships with key referrers, provide regular updates and clear communication, identify opportunities to grow referral networks, and contribute to the wider business strategy.
  • Contribute actively to shaping the direction and success of the mortgage and protection business as it grows.

Desired Qualifications

  • Have a relevant qualification to give protection advice in the UK, such as a Certificate in Protection or R05 protection advice, and experience giving protection advice.
  • Have experience in a scale-up business of 0–100 employees.
  • Have experience presenting webinars and building relationships for business development.

About the Company

Nova Wealth

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).

Company size
51-200
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$790K
Headquarters
London, United Kingdom
Founded
2018

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