Careers
Here at Ovation, we take the development of our staff very seriously. As you will see from the why we care page, we are very focussed on client service. However, we also like to have fun, and believe that we all work better when we work in an environment we enjoy.
As such, we have a loyal and expanding client bank, who receive annual reviews, and who value our service based proposition. Clients, and their professional advisers, enjoy working with Ovation, as we see beyond products, and advise on all aspects of a clients’ financial affairs.
Below are details of current vacancies. To apply any of these roles, please simply send your CV and a covering letter to enquiries@ovationfinance.co.uk .
We are now looking to recruit an enthusiastic IFA Investment Service Advisor to join our lively and committed team in our offices in Whiteladies Road in Bristol.
The role will involve providing a high quality level of service to our existing investment clients. It will involve conducting annual reviews, and will be responsible for ensuring that existing clients are retained.
As such, the role has two main objectives, firstly to protect the existing client bank by providing a high level of service, and secondly to generate additional work from those existing clients, where appropriate.
The ideal candidate will hold CAS status, will be self motivated, enthusiastic, be familiar with the basic principles of investments and pensions, and have good communication skills. Sales skills will also be important, not to generate new clients, but to spot opportunities from existing clients.
Ovation already operates fully in line with the priniciples of TCF, and are a firm providing fee based, long term advice in the way that the FSA would like all IFAs to operate.
“Never doubt that a small group of thoughtful, committed people can change the world. Indeed it is the only thing that ever has.”
Careers at Ovation