Partner, Financial Adviser

🕒 March 11

🏢🏡 London – Hybrid

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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NOVA

WebsiteLinkedInAll Job Openings

11 - 50 employees

We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.

📋 Description

• Creating new business opportunities leveraging our embedded lead generation channels to build your own book of new clients. • Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. • Focussing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.

🎯 Requirements

• **Client centric.** We put our customers at the centre of everything we do, so the ability to build strong client relationships, have a high attention to detail, and make things more straightforward for our customers is very important. • **Entrepreneurial mindset.** We’re a fast growing startup looking to change an industry, where innovative thinking and a determination to succeed is key. The idea of building a book of new clients should be exciting to you. • **Comfortable with technology. **We use a lot of tech to support our customer journeys and are always trying to innovate in this area, so having an open mind for learning new ways of doing things is a must. • **Team-player.** Our teams work in a very close-knit way and as a startup we’re always looking to innovate, so our teams need to be open to trying new ways of doing things and give feedback in a helpful and constructive way. • **Integrity. **We deal with highly confidential and personal data every day for our clients, so our people need to have the highest standards of personal integrity. • **Qualified.** You must be qualified to give regulated financial advice in the UK (i.e. a minimum of level 4 diploma in financial advice with a recognised professional body such as CII, CISI, etc), with a strong preference for those who are Chartered / willing to work towards Chartered status. You’ll also have ~2+ years of experience providing financial advice to clients.

🏖️ 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 (typically 2-3 days a week working in the office (20 Farringdon Street)) • Exceptionally open and diverse, multinational team • Entrepreneurial, creative environment