Operations Specialist, Financial Advice, Data Gathering

NOVA

Operations Specialist supporting customer onboarding and data gathering in the financial advice sector. Driving process innovation and maintaining data integrity in a hybrid work environment.

Posted 7/29/2026full-timeLondon • 🇬🇧 United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding, data integrity, and compliance with FCA regulatory requirements while maintaining exceptional organizational skills and a proactive approach to problem-solving.

Highest-signal resume keywords

Client OnboardingData GatheringFCA Regulatory ComplianceDetail-OrientedProactive Problem-Solver

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementWorkflow OptimizationFinancial Services ExperienceOperational Support

Soft Skills

Great CommunicatorEmpathyOrganizational SkillsTeam Player

Tools & Technologies

Internal PlatformsTech-Enabled Solutions

Certifications & Qualifications

GCSE English & Maths Grade 4–9

Industry Keywords

Client Check-In MeetingsProcess InnovationOperational QueriesCulture AmbassadorFintech

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Experience: 1–3 years of professional work experience (operations, customer success, or financial services experience is a plus).
Education: GCSE English & Maths grade 4–9 (C–A*) or equivalent.
Curious & Motivated: A genuine interest in personal finance and a drive to build your knowledge in fintech.
Great Communicator: Highly empathetic, patient, and able to build trust quickly with clients and teammates alike.
Detail-Oriented & Organized: Exceptional time management skills with a high degree of precision when managing multitasking pipelines.
Proactive Problem-Solver: Quick to learn, comfortable with ambiguity, and driven to take initiative when challenges arise.
Team Player: Able to balance professionalism with a sense of fun in a scale-up environment.

Benefits

Comp & perks

Join a firm with a 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
Hybrid remote working after a period of full-time office-based training (typically 3-4 days a week working in the office (20 Farringdon Street))
Exceptionally open and diverse, multinational team
Entrepreneurial, creative environment