Client-Centric Wealth Adviser

4 weeks ago

London, Greater London, United Kingdom Nova Wealth Full time

About NOVA Wealth:

NOVA Wealth is an innovative startup dedicated to reshaping the landscape of financial advisory services in the UK. We recognize the critical role of human advisers in fostering client relationships, complemented by technology that enhances service quality and minimizes administrative burdens.

Our mission is to transform the advisory sector by delivering superior customer outcomes at a more accessible cost. By empowering customer-focused advisers with cutting-edge technology, we enable individuals to make informed financial choices and realize their aspirations.

Position Overview:

NOVA is committed to fostering a culture of innovation and efficiency. We have transitioned from conventional paper-based reporting to digital solutions for comprehensive financial advisory services.

We are in search of Partners (Financial Advisers) who are visionary and committed to enhancing client outcomes. Your primary focus will be on engaging with clients rather than managing paperwork.

This role presents an exciting opportunity for a driven individual to move away from traditional wealth management practices and cultivate their own client portfolio. You will be instrumental in our expansion by assisting clients in optimizing their financial resources.

Key Responsibilities:

  • Identify and cultivate new business opportunities through various lead generation channels to establish a robust client base.
  • Offer comprehensive financial advice with a client-focused approach, guiding clients towards achieving their financial objectives.
  • Provide outstanding client service to build and maintain long-term relationships.

Qualifications:

  • Client-Oriented: Develop strong relationships with clients and streamline processes to enhance their experience.
  • Innovative Thinker: Excel in a dynamic environment and exhibit a readiness to learn and adapt.
  • Tech-Savvy: Proficient in utilizing technology to improve customer interactions.
  • Collaborative: Work effectively within teams and contribute to creative solutions.
  • Ethical: Uphold high standards of integrity in managing confidential client information.
  • Qualified: Hold a minimum level 4 diploma with relevant experience in financial advisory.

Preferred Attributes:

  • Supportive: Actively assist colleagues and foster a positive workplace atmosphere.
  • Clear Communicator: Appreciate simplicity and directness in communication.
  • Creative: Welcome innovative ideas and express creativity.

Benefits:

  • Join a mission-driven organization offering competitive compensation and benefits.
  • Opportunity for equity participation in the company.
  • Access to wellness and mental health resources.
  • Funding for additional training and professional development.
  • Flexible work arrangements within a diverse and creative team environment.

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