Operations Specialist (Financial Advice) (Data Gathering)
Nova Wealth is hiring for Operations Specialist (Financial Advice) (Data Gathering) in London, England, United Kingdom. Mid level. First seen August 9, 2026; open as of November 5, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Nova Wealth
- Where
- London, England, United Kingdom
- Level
- Mid
- First seen
- August 9, 2026
- Listed via
- Workable
What the posting says
You will also own preparation for their annual review check-in meetings. As you develop knowledge of our and other providers’ processes, you will be able to help develop and implement new, more efficient processes that will speed up our onboarding journey and create a better experience for our customers. What you’ll be doing: - Client Onboarding & Data Gathering: Gather key personal/financial information from clients and other financial providers - Annual Review Prep: Ownership of preparing data/information for client check-in meetings. - Process Innovation: Build a deep understanding of…
Read more and apply on Nova Wealth's site
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