Financial specialist Work, Jobs in Walton On Thames, Sry (with Salaries)

Graduate/Entry Level Operations Specialist (Financial Advice)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Flexible schedule
Quick apply
Associate, Digital Specialist (Digital Hub, Financial Institutions)
European Bank for Reconstruction and Development —London
- Computer Science
- Data analysis skills
- Maths
1d
Technical Specialist, Claude Code
Anthropic —London
- £180,000 - £225,000 a year
- Hybrid work
- Master's degree
- Bachelor's degree
- Travel
- Flexible schedule
Domestic Abuse Housing Outreach Worker/Housing IDVA
North Surrey Domestic Abuse Service —Walton-on-Thames
- £27,300 - £29,000 a year
- IT
- Communication skills
- Negotiation
Quick apply
8d
Senior Deal Desk Specialist
IFS —Staines-upon-Thames
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
Operations Specialist - Financial markets
MDOTM —London
- Full-time
- Hybrid work
- Business development
- Financial services
- AI
Quick apply
Corporate Action & Lending Support Specialist
LegalAndGeneral —London
- Full-time
- Hybrid work
- Employee discount
Quick apply
Onsite Workspace Specialist
Planet —London
- Full-time
- Hybrid work
- Hospitality
- Bar
- Windows
4d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Finance Business Partner
IDOX plc —Farnborough
- Full-time
- Hybrid work
- Analysis skills
- Travel
- Accounting
- Health & wellbeing programme
- Flexitime
Quick apply
1d
Performance Specialist
SEI Investments —London
- Full-time
- Hybrid work
- Microsoft Excel
- SQL
- Analysis skills
Collections Specialist
Tabeo —London
- Weekend availability
- Remote
- Financial services
- Communication skills
- Negotiation
- Annual leave
14d
Research Analyst
Infopro Digital Services Limited —London
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Financial services
- Annual leave
- Employee assistance programme
Quick apply
Assistant Brand Manager
KP Snacks —Slough
- Full-time
- Hybrid work
- Flexitime
- Employee discount
Quick apply
Investment Associate Intern
DealGlobe —London
- Microsoft Powerpoint
- Microsoft Excel
- English
Financial Crime Investigation Specialist
IFX Payments —London
- Full-time
- Hybrid work
- Analysis skills
- Banking
- Annual leave
- Life insurance
Quick apply
9d
Customer Service Engineer
Siemens Healthineers —Sunbury
- Overtime
- Customer service
- Engineering
- Microsoft Office
- Employee assistance programme
15h
Air Logistics Aerospace Customer Care Specialist - Sterling
Kuehne+Nagel —Staines-upon-Thames
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
10h
Global Events PMO & Regional Events Specialist
IFS —Staines-upon-Thames
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Quick apply
Commercial Operations and Effectiveness Specialist (12-months contract )
Mars —Slough
- £44,000 - £52,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Project management
2d

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Graduate/Entry Level Operations Specialist (Financial Advice)

Nova Wealth
London

Quick apply

Job details

Full-time
£33,000 - £38,000 a year

Benefits

Cycle to work scheme
Company pension
Flexible schedule

Qualifications

Financial planning
Organisational skills
Certificate in Insurance
Time management

Full job description

About NOVA:

NOVA Wealth is a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. We firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology we can empower our advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.

At our core, we’re here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by our innovative Lifeline technology, we empower our customers to go beyond just making smarter financial decisions to living the lives they dream of.

About the role:

We have an exciting opportunity to join the team as an Graduate Operations Specialist. You will be responsible for supporting all aspects of day-to-day operations in the business from onboarding clients to developing and implementing new, more efficient processes. You will need to be proactive and be interested in learning about all aspects of personal finance and how a business operates.

This role will allow you to to kickstart your career in financial planning and you’ll be supported in achieving the CII diploma (Chartered Insurance Institute). This will require dedication from you and a significant amount of self-study.

It’s an unusually broad role that will suit someone who loves learning. It’s a fantastic opportunity to join a business at the start, and play a key role in shaping our future.

What you’ll be doing:

Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations)
Owning operational processes; constantly looking to innovate and improve
Act as a point of contact for questions relating to operational processes
Maintaining information across multiple systems
Learning key regulatory requirements and maintaining our compliance
Become a culture ambassador within the company by engaging with colleagues and coming up with new ideas for collaboration

The successful applicant will be eager to pursue the CII Diploma in Regulated Financial Planning, a pathway to proficiency in offering regulated financial advice. This Level 4 diploma covers investment principles, taxation, retirement planning, and protection products, providing essential skills and knowledge for success in the field.

Requirements

A genuine interest in personal finance and motivation to build your knowledge in the fintech space
A great communicator, able to be patient and empathise with customers and colleagues
Able to balance professionalism with a sense of fun
Ability to not just complete tasks but think about how to make them easier and faster
A quick learner who uses their initiative to solve problems - loves a challenge
Have strong organisational and time management skills; whilst maintaining attention to detail
Highly motivated with a keen eye for detail - Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences

We regret to inform you that NOVA cannot provide sponsorship for students from abroad. Therefore, if you do not have full entitlement to work in the UK, we kindly ask that you refrain from applying for this position. Thank you for your understanding.

You’ll feel right at home if you’re…

Helpful: random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile.
Straightforward: life is complicated enough. Don’t make it harder for yourself, or others. Sometimes the simplest approach works wonders.
Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself

All applicants are asked to submit a brief cover letter explaining their enthusiasm for pursuing a career in wealth management. Additionally, applicants are encouraged to share any relevant experiences or skills that demonstrate their suitability for the role.

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

Quick apply

Refine Your Search

financial specialist jobs in walton on thames, sry

Graduate/Entry Level Operations Specialist (Financial Advice)

Associate, Digital Specialist (Digital Hub, Financial Institutions)

Technical Specialist, Claude Code

Domestic Abuse Housing Outreach Worker/Housing IDVA

Senior Deal Desk Specialist

Operations Specialist - Financial markets

Corporate Action & Lending Support Specialist

Onsite Workspace Specialist

Financial Planning Administrator

Finance Business Partner

Performance Specialist

Collections Specialist

Research Analyst

Assistant Brand Manager

Investment Associate Intern

Financial Crime Investigation Specialist

Customer Service Engineer

Air Logistics Aerospace Customer Care Specialist - Sterling

Global Events PMO & Regional Events Specialist

Commercial Operations and Effectiveness Specialist (12-months contract )

I want to receive the latest job alerts for financial specialist in walton on thames, sry

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