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Clarifying complexity

We work with your Adviser - to make it clear how your money is working for you.

Simple and flexible

Your Adviser can maintain your investments securely online utilising a wide range of investment options whenever your needs change.

Efficient and secure

Your Adviser can manage your investments efficiently and securely online, using the wide range of investment tools available.

Model Portfolio Manager

Click here to access the Model Portfolio Manager

Report Zone

Click here to access the Report Zone

Novia - intelligent wealth management


Novia was created in 2008 to provide Advisers with the tools, service and investment range needed to achieve positive investment outcomes for their clients – at every stage of the investment lifecycle.  This is still at the heart of everything we do.  Our online technology and investment offering is continually evolving, with over 350 Fund Managers and around 100 DFMs constantly adding to their ranges available through Novia.

 

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Be part of our team

We’re looking for new talent to be part of our innovative and vibrant company based right in the heart of Bath.  In addition to a competitive salary and discretionary bonus scheme, we also offer 25 days of holiday with the option to buy up to 5 additional days each year – plus one Novia Foundation day per year.

Hours can be flexible (as is our dress code) and we offer free season tickets loans, cycle to work scheme and bike storage.  We offer private medical insurance, income protection, corporate gym memberships and an employee assistance programme to support Health & Wellbeing.

Ongoing development is supported through mentoring as well as internal and external training.

 

Feature Job: CASS Administrator

The CASS Team works to ensure Novia is adhering to client money protection rules. The team undertake daily reconciliations of client money accounts, oversee funding from the Corporate accounts for shortfalls, and process payments off the platform. Also includes completing checks on bank accounts and uploading payment files.

The successful candidate will be key in both delivering team and individual targets within the appointed timescales, and to the highest standards.