NOVA

Partner, Financial Adviser

NOVA

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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About the role

  • 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.

Requirements

  • **Client centric.** We put our customers at the centre of everything we do, so the ability to build strong client relationships, have a high attention to detail, and make things more straightforward for our customers is very important.
  • **Entrepreneurial mindset.** We’re a fast growing startup looking to change an industry, where innovative thinking and a determination to succeed is key. The idea of building a book of new clients should be exciting to you.
  • **Comfortable with technology. **We use a lot of tech to support our customer journeys and are always trying to innovate in this area, so having an open mind for learning new ways of doing things is a must.
  • **Team-player.** Our teams work in a very close-knit way and as a startup we’re always looking to innovate, so our teams need to be open to trying new ways of doing things and give feedback in a helpful and constructive way.
  • **Integrity. **We deal with highly confidential and personal data every day for our clients, so our people need to have the highest standards of personal integrity.
  • **Qualified.** You must be qualified to give regulated financial advice in the UK (i.e. a minimum of level 4 diploma in financial advice with a recognised professional body such as CII, CISI, etc), with a strong preference for those who are Chartered / willing to work towards Chartered status. You’ll also have ~2+ years of experience providing financial advice to clients.
Benefits
  • Join a firm with genuine purpose and impact on our customers, along with a strong moral code
  • Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
  • Potential to get equity in the company in the future
  • Access to Wellness / mental health support (Headspace App + mental health support through private medical)
  • Budget for additional learning / cost of exams
  • Electric vehicle leasing through salary sacrifice / cycle to work scheme
  • Flexible working hours and hybrid remote working (typically 2-3 days a week working in the office (20 Farringdon Street))
  • Exceptionally open and diverse, multinational team
  • Entrepreneurial, creative environment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningfinancial advicelead generation
Soft Skills
client centricattention to detailentrepreneurial mindsetinnovative thinkingteam playerintegrity
Certifications
level 4 diploma in financial adviceChartered status