NOVA

Financial Planning and Analysis

• Creating new business opportunities leveraging our embedded lead generation channels to build your own book of new clients.
• Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of.
• Focussing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.

Partner, Financial Adviser

• Creating brilliant advice for our customers
• Being a technical expert on all things financial planning
• Cashflow modelling
• Analysis of clients existing products and investments
• Ownership of individual planning projects requiring technical expertise
• Maintaining the pinnacle of standards of advice for our customers
• Designing and refining our processes and ways of working
• Working with our tech team to help remove admin and drive efficiency
• Helping to train, support and manage more junior colleagues and admin support

Partner, Financial Adviser

Senior Financial Planner, Paraplanner