Business Consultant – Wealth Management Solutions
London
Support banks and wealth managers in integrating digital financial planning technology to empower advisers, enhance compliance, and drive growth. This role is ideal for individuals with significant regulated UK financial advice experience and Level 4 RDR certification. Candidates with deep client-facing experience in regulated advice and a background in modern advisory technology will excel.
If your expertise lies in other areas such as risk, financial or investment analysis, sales (FX or commodities), financial data and systems, portfolio and transaction oversight, investment operations, or business analysis within financial markets—including fintech—please note this role is not the best match. However, your skills offer immediate value in different mandates within the financial services sector.
Key Responsibilities
* Act as a subject matter expert for financial advice, offering technical insight across the advice journey.
* Translate adviser and client needs into tailored demonstrations, showing how digital financial planning tools address regulatory, operational, and client engagement challenges.
* Deliver workshops, training, and implementation plans to increase technology adoption in UK wealth management firms.
* Contribute to marketing efforts, new product features, and ongoing adviser support.
* Serve as the bridge between sales, product, and client teams, relaying market needs for development.
* Mentor junior colleagues and foster a collaborative team environment.
Candidate Profile
* Several years’ experience as a regulated UK financial adviser, ideally with strong knowledge of cashflow modelling, portfolio construction, and compliance.
* RDR Level 4 qualification required.
* Experience working in or with banks, wealth managers, or advice-led institutions.
* Technical familiarity with APIs, data integration, and financial modelling tools.
* Excellent communication and stakeholder engagement skills at all levels.
* Demonstrated ability to train and support clients in a dynamic, high-paced environment.