Wealth Investment Consultant

5 days ago

London, United Kingdom IGA Talent Solutions Full time

IGA is partnered with a rapidly growing global wealth-technology provider to expand their specialist Client Servicing & Implementation team.
We’re looking for a technically strong, client-focused professional who is excited by the intersection of investment advice, data integration, and digital transformation — and who wants to play a hands-on role helping banks and wealth managers implement advanced financial-planning technology.

Do you enjoy solving analytical problems, working with APIs, and supporting clients in making better investment decisions?

Our client is a global leader in financial planning and risk/return modelling technology. Their solutions help banks, wealth managers and financial advisers design evidence-based, goal-aligned investment strategies for clients.

They operate at the cutting edge of goal-based planning, scenario modelling and adviser-enablement technology — building tools that help individuals and institutions make smarter, more sustainable financial decisions.

You’ll be joining a young, international team known for its innovation, flat structure, and collaborative culture. Support UK banks and wealth managers with the technical implementation and integration of the firm’s financial-planning platform.
Guide clients through API integration, data connections, configuration and custom reporting.
Deliver onboarding and training sessions to help clients get the most out of the platform.
Learn and apply goal-based financial-planning concepts, including modelling and scenario analysis.
Split your time between the office, home working and occasional client visits in the UK and abroad.

2–5 years’ experience at a bank, wealth manager, or advice-led financial institutions.
~ Hands-on exposure to APIs, data integration, financial modelling, or similar technical work.
~ Strong analytical and problem-solving skills, with genuine interest in financial markets.
~ Experience with advice technology, digital client portals, or financial-planning tools.
Understanding of how financial advice is delivered (traditional and digital).
Client-facing experience and comfort leading discussions or training sessions.
Cutting-edge work – Be at the forefront of digital client advice, modelling and wealth-tech innovation.
Career growth – Rapid development across analytics, modelling, engineering, and client advisory.
Flexibility – Hybrid working, international exposure, and regular interaction with leading UK wealth managers.

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