Financial Planner (Senior Paraplanner)
Nova Wealth
About this role
NOVA Wealth is a fast-growing UK startup modernising financial advice by combining human advisers with technology to improve customer outcomes. The Financial Planner (technical paraplanner) is a senior, specialist role within the planning team tasked with delivering high-quality, technology-enabled financial plans and shaping the firm's advice processes. The position is non-client-facing and supports NOVA's mission to make affordable, effective financial advice more widely available.
Skills
Qualifications
About Nova Wealth
novawm.comNOVA Wealth is a financial advisory firm dedicated to helping individuals manage and grow their wealth. The company offers tailored financial plans that prioritize clarity, simplicity, and convenience, enabling clients to make informed decisions about their money. With a focus on personalized advice, NOVA Wealth aims to empower customers to achieve their financial goals efficiently.
Recent company news
Osaic expands with Nova Wealth acquisition
Nov 12, 2024
Deals Of The Day: The Latest In Wealth Management M&A – Nova Wealth, Osaic
Nov 18, 2024
Osaic Welcomes Nova Wealth
Nov 11, 2024
The ESG Phenomenon – UK's NOVA Wealth Obtains B Corp Certification; Cazenove, Scope
Feb 18, 2025
NOVA Wealth achieves B Corp status
Feb 17, 2025
About Nova Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Nova Wealth.
Salary
$128k – $171k
per year