Operations Specialist (Financial Advice) (Data Gathering)

Gather key personal and financial information from clients and providers to initiate onboarding, then prepare data for annual review check-in meetings. Maintain immaculate records across internal platforms while serving as a point of contact for operational queries from clients and teammates. Build deep workflow knowledge to identify bottlenecks and design faster, tech-enabled onboarding experiences that improve the customer journey. Learn FCA regulatory requirements to ensure all operational tasks remain compliant. Work in a growing fintech team at NOVA Wealth, utilizing Lifeline technology to empower advisers and cut administrative overhead.