Financial advisory support occupations Work, Jobs in United Kingdom (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
Pension Administrator (Documentation & Client Support)
Gemmell Financial Services —St Albans
- £27,000 - £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Research
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Trainee Financial Adviser
Skipton Building Society —Field Based
- £35,000 a year
- Full-time
- CRM software
- Travel
- Communication skills
- Annual leave
Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Graduate Scheme – Wealth Management Administrator
RGH‑Global Limited —Brighton
- Full-time
- Hybrid work
- CRM software
- Communication skills
- Marketing
Entry-Level Financial Advisor
deVere Group —London
- £30,000 - £50,000 a year
- Full-time
- Business development
- Financial services
- In-person
Quick apply
14d
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Financial Services Administrator (Technical)
TFP Financial Planning Ltd —Maldon
- £28,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Profit sharing
Quick apply
Trainee Wealth Adviser
Openwork UK Ltd —Remote
- £45,000 a year
- Remote
Financial Administrator
Walker Wealth Management —Poole
- £24,000 - £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Analysis skills
- Organisational skills
- Work from home
Quick apply
Paraplanner / Financial Administrator
Mitchell Prockter Financial Services Limited —Bedford
- £26,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Analysis skills
- Organisational skills
- Free parking
- Life insurance
Quick apply
Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
Client Relationship Manager (Part Time)
J Finance Ltd —Newbury
- £10,000 - £15,000 a year
- Part-time
- Hybrid work
- Computer literacy
- Administrative experience
- Organisational skills
- Work from home
- Life insurance
Quick apply
1d
Operations Specialist (Financial Advice) (Data Gathering)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Financial services
- Time management
Quick apply
Financial Services Assistant and Junior Paraplanner
Armstrongs Wealth Planning Ltd —Nuneaton
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Referral programme
Quick apply
1d
Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
Trainee Financial Adviser
Mattioli Woods —London
- Travel
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Financial Administrator
Aristotle Financial Planning —Darley Abbey
- £26,000 - £30,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Financial services
- Free parking
- Flexitime
Quick apply
17h

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financial advisory support occupations jobs near united kingdom

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
Operations management
Client engagement
Process improvement
Organisational skills
Relationship management
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 support occupations jobs in united kingdom

Graduate/Entry Level Operations Specialist (Financial Advice)

Pension Administrator (Documentation & Client Support)

Client Advisory Analyst

Trainee Financial Adviser

Wealth Management Administrator

Graduate Scheme – Wealth Management Administrator

Entry-Level Financial Advisor

Client Service Executive (Investment Management)

Financial Services Administrator (Technical)

Trainee Wealth Adviser

Financial Administrator

Paraplanner / Financial Administrator

Financial Planning Associate - East Midlands

Client Relationship Manager (Part Time)

Operations Specialist (Financial Advice) (Data Gathering)

Financial Services Assistant and Junior Paraplanner

Trainee Financial Planning Administrator

Trainee Financial Adviser

Financial Administrator

Financial Administrator

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