Implementation Team

James has worked in Financial Services for over ten years across a number of roles with Lloyds TSB, James Hay and AXA. He joined Novia Financial at inception in 2008 and ran the Client Services Executives team from launch through to July 2012, before working for Novia Investment Services on the third party administration AEGON propositions. James then created and launched the Implementation Team in late 2014 as ‘an essential part of the process for adviser firms to effectively use the Novia platform.’

In his spare time, James actively follows West Ham United and the Chicago Bears, enjoys watching films (too many favourites to mention!) and listening to an eclectic mix of music.

Kerri has worked in the Financial Services industry for the past fourteen years, predominantly within Adviser firms. She has been lucky enough to fit in a couple of trips travelling across South East Asia, which was a great experience.

As Kerri has used the Novia platform in previous roles, it is now interesting for her to work on the other side and further her knowledge.

In her spare time she enjoys cooking, socialising with friends, festivals and exploring new places when possible.

Mike has been with Novia for three and a half years, and has gained an excellent understanding of the proposition during two and a half years spent in the Client Service Executive team.

 ‘I jumped at the opportunity to join the Implementation Team, as I see this as the crucial next step to provide the best possible experience to our customers from day one. I take pride in showing our customers how the Novia platform can best work for them’, he says.

Mike believes Novia has an edge in the wrap market when it comes to service and front foot thinking, and a combination of this and market leading technology provides customers with an excellent proposition.

Mike enjoys playing football for two teams and thoroughly enjoys watching football, cricket and rugby.

Dan has a broad range of experience in both provider and Adviser backgrounds, where he has worked in Sales support, Client Services and paraplanning. One of Dan’s biggest achievements was obtaining the CII level 4 Diploma in Financial Planning accreditation alongside working in these roles.

Before joining the Financial Services industry, Dan was an accredited training professional in the telecoms sector. As a result, the opportunity to join Novia and combine these skills and knowledge in a forward-thinking and dynamic company was an ideal career move for Dan.

In his spare time Dan enjoys spending time with his family, watching live sport and listening to live music.

Sarah has been working in the Financial Services Industry for over 18 years with Adviser Firms. Sarah’s career started with Barclays Financial Planning in a Customer Services role and progressed to a Paraplanner working for Brewin Dolphin and JLT Wealth Management.

Having used numerous platforms in her previous roles, Sarah is keen to learn more working for a platform and further her knowledge and experience in a client focused company to assist with the delivery of high levels of service.

Outside of work, Sarah enjoys spending time with her fiancé travelling to different places and watching Rugby. She also enjoys long walks with her energetic labrador and tries to keep her kitten under control. 

Helen has worked in the financial services industry since leaving University in 1996, working for Computershare, Rowan Dartington and more recently for Hargreaves Lansdown where she spent 16 years in administrative and customer facing roles.

The opportunity to join a forward-looking company committed to providing a first-class customer service experience led Helen to the Implementation Team where she hopes to contribute to their continuing success in delivering exceptional service.

Helen has a season ticket at Bristol City but would rather it was for Manchester City, Manchester being her home town. She never leaves home without a book and usually has a crochet project on the go, even when she’s with her family and friends on their annual get-together at the Womad festival.

Dominic has worked in the financial services industry since leaving university, working at Aviva for seven years where he worked in various roles, most recently he was part of the sales team for the Aviva Wrap.

Dominic had heard about the good reputation of Novia whilst working at Aviva and took the opportunity to join the Implementation team, where he was instantly impressed with the quality of the staff and the system itself.

Having completed his CII level 4 Diploma Dominic is now looking to study towards Chartered Status.

Outside of work Dominic enjoys spending time with his family, but doesn’t enjoy watching Yeovil Town so much.