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 the UK, you'll work with OPAL to support clients and drive growth.
What do we have to offer?
As a Business Consultant, you'll work closely with our UK Sales Representative and colleagues based in our London and Dutch offices. You'll have frequent direct contact with clients and prospects, primarily UK wealth managers and banks, supporting them in the effective use of our OPAL solution.
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.
In this role, you'll help clients enhance their advisory processes using OPAL, and support the integration of our APIs into their digital platforms, such as apps and websites. You'll be responsible for increasing adviser adoption within client organisations and supporting to expand OPAL's reach by winning new clients and introducing the solution into untapped areas of the UK financial advisory landscape. You'll also play a key role in translating client needs into product features, contributing to the ongoing innovation and optimisation of OPAL.
Your week might look like this: Monday, deliver a training session at a bank on "How to Improve Business Success with Goal-Based Planning using OPAL". Tuesday, draft an implementation plan for onboarding a new OPAL client. Wednesday, contribute to a marketing campaign and join a refinement session for upcoming OPAL features. Later in the week, accompany the UK Sales Representative to meet a prospective client.
Key Responsibilities
* Act as a subject matter expert in the advice journey, supporting the sales team with technical credibility and practitioner insight, essentially being commercial support lead for the UK & Ireland.
* Translate adviser and client needs into clear demonstrations of how our goals-based financial planning technology (OPAL) addresses regulatory, operational, and client engagement challenges.
* Prepare and deliver tailored product demonstrations, proposals, and responses to RFPs/RFIs, ensuring alignment with FCA Consumer Duty and suitability requirements.
* Provide thought leadership on trends in financial advice, risk profiling, investment suitability, and client engagement, positioning the firm as a trusted partner.
* Support the design of client workshops, pilots, and proof-of-concept engagements.
* Act as the bridge between sales, product, and client teams by feeding back adviser-centric insights into product development.
* Acting as a role model, mentoring and developing more junior colleagues
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 – 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 or send an email to -
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We hope to meet you soon