Financial advisory occupations Work, Jobs in London, Gtl (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
French Wealth Solutions Associate (French Assurance Vie Associate)
Fisher Investments Europe —London
- Full-time
- Hybrid work
- English
- Bachelor's degree
- No degree
- Annual leave
- Work from home
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Mortgage and Financial Administrator
SB Wealth Management Ltd —Barnet
- £29,500 - £33,500 a year
- Part-time
- Basic maths
- Microsoft Office
- Administrative experience
- Annual leave
- Flexitime
Quick apply
7d
Wealth & Financial Planning Administrator
Leagold Miller —London
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
7d
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Private Wealth Management, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee assistance programme
International Private Bank, Senior Associate, Private Banker, UK Entrepreneurs & Executives Team
JPMorganChase —London
- Full-time
- Business development
- Presentation skills
- Organisational skills
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
12d
Junior Financial Adviser
RGH‑Global Limited —London
- £35,000 - £40,000 a year
- Full-time
- CRM software
- Microsoft Office
- Financial services
12d
Case Manager
Howden Group Holdings —London
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Travel
Client Services Associate (Graduate)
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Senior Pensions Administrator (Fixed term Contract)
Johnson Matthey —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee discount
- Flexible schedule
Private Wealth Management, Markets Coverage Group, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Employee assistance programme
9d
Financial Adviser
Unify Ventures —Green Park Station
- £70,000 a year
- Full-time
- Sales
- IT
- Financial services
Quick apply
9d
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Client Advisor
Henley & Partners —London
- Sales
- Marketing
- English
Wealth Administrator - 12 month FTC
Royal Bank of Canada —London
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
1h

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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 advisory occupations jobs in london, gtl

Graduate/Entry Level Operations Specialist (Financial Advice)

French Wealth Solutions Associate (French Assurance Vie Associate)

Trainee Financial Adviser

Associate Financial Advisor - Hybrid

Mortgage and Financial Administrator

Wealth & Financial Planning Administrator

Trainee Wealth Manager

Private Wealth Management, Wealth Management Professional, Associate, London

International Private Bank, Senior Associate, Private Banker, UK Entrepreneurs & Executives Team

Trainee Wealth Manager

Junior Financial Adviser

Case Manager

Client Services Associate (Graduate)

Senior Pensions Administrator (Fixed term Contract)

Private Wealth Management, Markets Coverage Group, Wealth Management Professional, Associate, London

Financial Adviser

Financial Administrator (East Molesey)

Financial Planner - Surrey

Client Advisor

Wealth Administrator - 12 month FTC

I want to receive the latest job alerts for financial advisory occupations in london, gtl

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