Finance operations occupations Work, Jobs in Putney, 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
[Korea Development Bank] Analyst / Accounting
Korea Development Bank —London
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
Payments and Reconciliation Specialist
Arda Capital Limited —London
- Part-time
- Microsoft Excel
- Accounting
- Data entry
Quick apply
Finance Analyst - 12 month FTC
Air Charter Service —Surbiton
- Microsoft Excel
- Organisational skills
- Gym membership
Quick apply
Finance and Operations Graduate
Theia Insights —London
- Full-time
- Hybrid work
- Bachelor's degree
- Machine learning
Quick apply
[Korea Development Bank] Assistant Manager / Operations
Korea Development Bank —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Financial Analyst, International Theatrical Finance, International Theatrical Finance
Amazon Digital UK Limited —London
- Full-time
- Microsoft Excel
- Salesforce
- Microsoft Office
Fund Accounting Senior Specialist
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Accounting
- Communication skills
Financial Administrator
Bupa —Wembley
- £26,422.50 - £33,595.85 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
Institutional Client Onboarding Analyst
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Bachelor's degree
- Annual leave
- Work from home
Junior Treasury and Bank Reconciliation Officer
Ballinger Group —London
- Full-time
- Analysis skills
- Accounting
- Organisational skills
Quick apply
EMEA Middle Office Lead - Flow Rates, Credit & FX (Vice President / Executive Director)
Nomura —London
- Management
- Analysis skills
- Team management
Client & Operations Administrator
MANTOR (UK) Limited —Mayfair
- £27,000 - £32,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
Quick apply
9d
Banking - Operations Assistant
Arbuthnot Latham —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Associate / Senior Associate, Portfolio Finance Loan Asset Management Operations Analyst
Barings —London
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
Financial Operations Associate
Corgi Insurance —London
- £80,000 - £150,000 a year
- Full-time
- Accounting
ETF Capital Markets Associate
Janus Henderson —London
- Hybrid work
- Analysis skills
- Organisational skills
- IT
Intern - Financing Operations Agency & Solutions
Natixis —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Business Support & Finance Executive
Gravesham Friendly —Gravesend
- From £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
9d
Transaction Analyst, Global Capital Markets
CSC (Corporation Service Company) —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d

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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

finance operations occupations jobs in putney, gtl

Graduate/Entry Level Operations Specialist (Financial Advice)

[Korea Development Bank] Analyst / Accounting

Payments and Reconciliation Specialist

Finance Analyst - 12 month FTC

Finance and Operations Graduate

[Korea Development Bank] Assistant Manager / Operations

Financial Analyst, International Theatrical Finance, International Theatrical Finance

Fund Accounting Senior Specialist

Financial Administrator

Institutional Client Onboarding Analyst

Junior Treasury and Bank Reconciliation Officer

EMEA Middle Office Lead - Flow Rates, Credit & FX (Vice President / Executive Director)

Client & Operations Administrator

Banking - Operations Assistant

Associate / Senior Associate, Portfolio Finance Loan Asset Management Operations Analyst

Financial Operations Associate

ETF Capital Markets Associate

Intern - Financing Operations Agency & Solutions

Business Support & Finance Executive

Transaction Analyst, Global Capital Markets

I want to receive the latest job alerts for finance operations occupations in putney, gtl

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