Technical Consultant Wealth Management

Drive digital transformation in wealth management. Join us as a Technical Consultant to help banks and wealth managers integrate our OPAL financial planning solution for tomorrow’s financial landscape.

Do you want to support banks and wealth managers to make better investment decisions for their clients and reach their clients’ financial goals? Are you interested in applying your analytical skills and further developing yourself within a dynamic and international operating organization? Are you a team player? Don’t wait and apply for the Technical Consultant role in our young and dynamic Global Wealth Management Solutions team!

What do we have to offer?

As a Technical Consultant, you’ll work closely with our colleagues based in our London and Dutch offices. You’ll have regular direct contact with clients and prospects, primarily UK wealth managers and banks, supporting them with the technical aspects of our OPAL solution and wider ecosystem.

OPAL is our advanced Goal-Based Financial Planning tool, designed to help UK financial advisers translate client goals into optimal investment strategies. It incorporates personal ambitions, cash flow projections, and risk appetite, while enabling advisers to monitor progress over time. Its built-in economic scenario generator allows advisers to stress-test plans across a range of market conditions.

We work closely with clients to understand their needs to streamline their advice journeys. Underpinned by OPAL, we are creating an ecosystem that can support whole advice journeys for clients.

In this role, you’ll gain hands-on exposure to how investment strategy and financial planning come together in practice. Working with banks and wealth managers, you’ll see how portfolios are built, how risk and uncertainty are assessed, and how long-term plans are shaped around real client goals such as retirement income, major life events, and financial security. You’ll help translate this planning and investment logic into modern digital experiences, working with APIs, data feeds, and reporting tools that underpin today’s advice and planning platforms.

Alongside this, you’ll act as a trusted technical partner—supporting integrations, solving problems, and delivering training that helps advisers and planning teams use our tools confidently. The role offers a clear progression path into senior consultancy, investment and planning analytics, solution architecture, or product and proposition leadership. You’ll develop highly transferable skills across financial planning, investment modelling, scenario analysis, and client communication, supported by a flexible working model that combines office time, remote working, and occasional client visits in the UK and internationally.

Introducing: the team

We are the Client Servicing team of OPAL. With currently 7 members (and growing) we are responsible for helping our clients implement our software. Together, we are a diverse team in terms of gender, age, location and experience. Our core values are believe in models, personal initiative & helping each other, continuous innovation, long-term relationships and independence & reliability. If you want to know more, read the testimonials of one of our colleagues here . We are very curious: who are you?

What’s in it for you?

We offer you a challenging and rewarding role in a growing company, while being part of an inspirational global business with a lot of opportunities for personal and professional career development.

• The salary range for this position is between 72.000 and 85.000 GBP all-in on yearly basis, depending on your role, competency profile and experience.

In addition to a competitive salary, we offer you excellent benefits, including:

• An open and informal work environment (Active staff association, annual ski trip, staff social events, annual Christmas party and much more) with inspiring, smart and enthusiastic colleagues

• Opportunities to develop yourself with a training program as well as weekly research and knowledge meetings

• Working from the office in London. We have a flexible work policy in the UK, and you will have the ability to alternate your work between office, home and at our clients and partners in the UK.

• Participation in a bonus scheme, participation in the pension scheme and 27 vacation days.

Who are you?

In this role you like working with a range of clients and software partners and have a genuine interest in the financial markets. You have some experience working with APIs, data integration, and financial modelling, and you're excited about navigating the intersection of technology and investment advice. Your communication skills allow you to engage effectively with both technical and non-technical stakeholders. You think creatively, act proactively, and enjoy working in diverse, high-paced environments. And of course, you recognize yourself in our core values .

In addition, you have:

• A master degree in Business, Finance, Financial Engineering, Quantitative Finance, Data Science, Applied Mathematics or Computer Science (with financial applications) with an interest in financial markets

• 2-5 years relevant working experience at a leading UK or global bank, wealth manager, or advice-led institution

• Genuine enthusiasm for how technology can enhance adviser efficiency and client outcomes

• Strong communication and presentation skills

• Ability to translate complex financial planning methodologies (e.g., stochastic scenario analysis, goals-based planning) into simple, client-focused value propositions

• Being fluent in English is a requirement

We’d welcome:

• Understanding of advice technology, digital client portals, or financial planning tools

• Understanding of how financial advice is delivered, traditionally and digitally

• Experience in client interactions and project management

• A level 4 RDR qualification

 
Who are we?

Working at Ortec Finance means working in a continuously innovating world where science, academics, and mathematics go hand in hand, since models are key in helping Ortec Finance’s clients with complex financial decisions. Because that is what we love: helping people to make better decisions.

Here, your daily job is very in-depth, based on evidence and relevant to society. It means a job that matters. Your learning curve is steep; we learn something new every single day. And we need to, because continuous innovation is key. Especially in a fintech world. We thrive on innovation, challenging the status quo at every turn.

We believe everyone should have the confidence and tools to make investment decisions that align with their personal goals, for example financial, environmental, or social. That’s why we build technology and insights that help individuals and organizations make informed, sustainable choices. Together, we aim to support a future where finance serves both people and the planet. For more information, check out the video ’s on our careers page.

Ortec Finance is a global leader in technology and solutions for risk and return management. Our mission is to empower individuals and organizations to navigate the complexity of investment decisions with confidence. We achieve this by delivering advanced, accessible, and innovative solutions that support responsible investment decision-making for financial institutions worldwide. Our strength lies in combining cutting-edge models, forward-thinking technology, and deep market expertise to create meaningful, data-driven insights. Learn more at .

Diversity & Inclusion

One of the core values of Ortec Finance is personal initiative and helping each other. Our D&I policy reflects exactly that: showing personal initiative to be who you want to be and being open to people with a different background or idea. We have respect for the opinions of others and appreciate the differences that make us all unique individuals with our own strengths and challenges. You can find our full D&I statement here.

More information or do you want to apply?

For more information regarding this position please contact Maruska at +31 10 700 5000 or send an email to [email protected] .

So, do you want to join Ortec Finance? Please use the application button. Be creative if you want.

We hope to meet you soon!