Nova Wealth

Design System: Own and evolve NOVA's design system (in Claude Design), gathering input from senior stakeholders to keep everything we publish consistent and on-brand as we grow. · Asset Library: Build and manage our...

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. ·...

Owning the firm's compliance, risk and financial crime framework, and evolving it as the business scales. · Acting as a true commercial partner to the management team. Helping the business grow quickly and safely, and...

Running our advice quality, file checking and monitoring programme, reviewing the suitability of holistic financial advice across investments, pensions, protection and mortgages. · Being the internal regulatory...

Advice: Provide high-quality, compliant, whole-of-market mortgage & protection advice to clients across a wide range of needs. · Client Focus: Conduct virtual client meetings to understand individual goals and recommend...

Collaborating with stakeholders to gather requirements and understand business processes, translating them into technical solutions on the Salesforce platform · Developing and maintaining Apex and Lightning Web...

Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) · Owning operational processes; constantly looking to...