NOVA

Financial Planning and Analysis

• Client Onboarding & Data Gathering: Gather key personal/financial information from clients and other financial providers
• Annual Review Prep: Ownership of preparing data/information for client check-in meetings.
• Process Innovation: Build a deep understanding of workflows to identify bottlenecks and help design faster, smarter, tech-enabled onboarding experiences.
• Systems & Data Integrity: Maintain immaculate records across our internal platforms and systems.
• Client & Team Support: Serve as a point of contact for operational queries from both clients and our team.
• Compliance & Excellence: Learn key FCA regulatory requirements to ensure all operational tasks remain compliant.
• Culture & Environment: Help maintain an organised, welcoming office space at Farringdon Street and act as a culture ambassador within our growing team.

Operations Specialist, Financial Advice, Data Gathering