Business Consultant

2 weeks ago

London, United Kingdom Ortec Finance Full time

Do you have a passion for financial markets, financial advice and advisory software within the banking and wealth management industry? Are you a team player and interested in learning how to help individuals and financial advisors to make better investment decisions and reach their financial goals? If any of these elements ring true, then please send us your application for the Senior Business Consultant position in our Wealth management solutions team. This role is based in the UK where you will be working with our OPAL solution, helping to support our UK clients and expand our business in the UK.
There will be a significant amount of direct contact with our clients and our partners to support our clients, UK wealth managers, and banks, using our OPAL solution.
Our OPAL solution enables Goal Based Financial Planning for UK financial advisors. It enables advisors to translate client financial goals into an optimal investment strategy that reflects their personal ambitions, cash flows, and risk appetite and monitor the progress over time. The economic scenario generator that is built into OPAL enables advisors to test the financial plan in multiple economic scenario’s.
As a Senior Business Consultant, you will support our clients to enhance the advisory process with the use of OPAL. In addition you will help them to integrate our APIs in the apps and websites they build for their customers. You are responsible to increase the number of advisors using OPAL at our clients, and extending the number of business lines using OPAL. You will play an important role in translating business requirements to product features, to further optimize and innovate our OPAL solution. For example, on Monday you will meet advisors at a bank to give a training ‘how to improve your business success with Goal Based Planning by OPAL’. Personal initiative and helping each other is at the core of everyone, meaning we work very close together.
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. 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.
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 the desire to translate software and financial market elements into good investment advice. Master’s degree in Business, Economics, Finance or something related, with an interest in financial markets
Minimum of 5 years working experience, ideally in investments or financial advice in the UK
A level 4 RDR qualification or former financial advisor is preferred, but not mandatory
Being fluent in English is a requirement.
Working at Ortec Finance means working somewhere else. It means working in a world where colleagues meet, gather knowledge and where likeminded peers are always willing to help each other. Where the organizational culture is friendly, flat and non-political.
Working at Ortec Finance also means working in a continuously innovating world where models are key in helping Ortec Finance’ clients with complex financial decisions. we learn something new every single day. And we need to because continuous innovation is key. Especially in a fin tech world. Ortec Finance is the leading provider of technology and solutions for risk and return management. We do this through delivering leading technologies and solutions for investment decision-making to financial institutions around the world. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. Be creative if you want.
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