Dynamic Financial Advice Professional

Dynamic Financial Advice professional

Drive digital transformation in wealth management. Join us as a Business Consultant to help banks and wealth managers integrate our OPAL financial planning solution and empower advisers to deliver smarter, compliant advice.

Do you understand UK financial advice and how software helps advisers meet client needs and regulations? Can you support banks and wealth managers in integrating our OPAL solution across their systems? Are you ready to grow our UK presence, collaborate internationally, and mentor others? If this sounds like you, apply now for the Business Consultant role in our Wealth Management Solutions team. Based in London, you’ll work with OPAL to support clients and drive growth.

What do we have to offer?

Join us as a Business Consultant partnering closely with our UK Sales Representative and colleagues in London and the Netherlands. You’ll engage directly with UK wealth managers and banks to showcase and embed OPAL —our advanced goal‑based financial planning tool that translates client goals into optimal investment strategies. OPAL brings together personal ambitions, cash‑flow projections, and risk appetite, tracks progress over time, and uses a built‑in economic scenario generator to stress‑test plans across market conditions.

You will:

• Serve as the subject‑matter expert across the advice journey and act as commercial support lead for the UK & Ireland.
• Translate adviser and client needs into clear, persuasive demonstrations of how OPAL addresses regulatory, operational, and client‑engagement challenges.
• Prepare and deliver tailored demos, proposals, and RFP/RFI responses aligned with FCA Consumer Duty and suitability standards.
• Drive adviser adoption, guide API integrations into client apps and websites, and help win new clients while opening untapped advisory segments.
• Provide thought leadership on advice trends, risk profiling, investment suitability, and engagement, positioning us as a trusted partner.
• Design workshops, pilots, and proofs of concept, and act as the bridge between sales, product, and client teams—feeding adviser‑centric insights into OPAL’s roadmap.
• Role‑model best practices while mentoring junior colleagues.

A typical week might include: delivering a bank training on “Improving Business Success with Goal‑Based Planning using OPAL,” drafting an onboarding plan for a new client, contributing to a marketing campaign and feature‑refinement session, and joining the UK Sales Representative for prospect meetings.

This role blends client impact, product influence, and commercial growth—shaping how UK advisers deliver modern, compliant, and engaging financial advice with OPAL.

Introducing: the team

You’ll be part of the OPAL Client Servicing Team, a diverse group of highly skilled professionals working in a collaborative and relaxed environment. Personal initiative and mutual support are central to our culture, and we pride ourselves on working closely together to deliver exceptional results.

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 80.000 – 95.000 GBP all-in on yearly basis, dependent 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 summer and 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 experience working with APIs, data integration, and financial modelling, and you're confident navigating the intersection of technology and investment advice. Your communication skills allow you to engage effectively with both technical and non-technical stakeholders across cultures and time zones. 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 degree in Business, Finance, Econometrics or an exact science, with an interest in financial markets

• Minimum of 5 years working experience as a regulated financial adviser, ideally with strong knowledge of cashflow modelling, portfolio construction, and compliance processes

• Background at a leading UK or global bank, wealth manager, or advice-led institution

• Understanding of advice technology, digital client portals, or financial planning tools; genuine enthusiasm for how technology can enhance adviser efficiency and client outcomes

• Strong communication and presentation skills, comfortable engaging both front-office advisers and senior stakeholders

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

• Experience in client interactions and project management

• A level 4 RDR qualification or former financial advisor is mandatory

• Being fluent in English is a requirement

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’ 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 John, recruitment assistant 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!