Financial Planner (Senior Paraplanner)

Nova Wealth(9 months ago)

HybridFull TimeSenior$127,895 - $171,271 (estimated)Financial Planning

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.

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Required Skills

Financial Planning
Cashflow Modelling
Product Analysis
Technical Advice
Estate Planning
Pension Transfers
Client Relationship
Process Design
Team Coaching
Technology Adoption

Qualifications

Chartered (or Near Chartered)
STEP (Desirable)

About Nova Wealth

novawm.com

NOVA 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.