NOVA

Senior Financial Planner, Paraplanner

NOVA

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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Job Level

Senior

About the role

  • 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

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.
  • **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.** We are looking for Chartered (or near Chartered with 1-2 exams remaining) qualified candidates for this role. You’ll also have ~5 years of experience preparing advice for clients and have a broad range of experience in many areas of advice.
  • **Technical. **You will be the go to technical expert in the team whenever anyone in the team for thorny or complex cases. You should have a deep understanding of complex estate planning issues, trusts, safeguarded/defined benefits, and all the weird and wonderful rules of pensions.
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
cashflow modellingfinancial planningtechnical expertiseanalysis of investmentsproject ownershipprocess designefficiency improvementtraining and supportestate planningpensions knowledge
Soft Skills
client centricattention to detailentrepreneurial mindsetinnovative thinkingteam playerintegrityopen to feedbackconstructive communicationrelationship buildingadaptability
Certifications
Chartered qualificationfinancial planning certificationinvestment advisor certificationestate planning certificationpension management certificationfinancial analysis certificationproject management certificationdata analysis certificationclient relationship management certificationcompliance certification