Financial Services Consultant

3 months ago


London, UK, United Kingdom OSF Digital Full time

Join us at the forefront of digital transformation We are the number one boutique Salesforce partner, dedicated to innovating within the Financial Services industry. Our team leverages Experience Design alongside Salesforce, AI, Data, and Platform technologies to power the future of business, aligning our efforts with our commitment to OSF values. If you are passionate about using business as a platform for positive change, you've found your next challenge.


As an integral member of our team, you will lead customer experience transformation projects across the financial services sector. This role is a unique blend of creativity and strategy, where design thinking and innovation meet to create exceptional customer experiences and drive business success.


Responsibilities

  • Collaborate with the most innovative, customer-centric companies to leverage Salesforce for business innovation.
  • Drive transformative initiatives, improving how our clients connect with customers and how they're perceived in the financial services industry.
  • Employ a combination of strategy, user research, visioning, ideation, visual storytelling, business model design, rapid prototyping, and in-market concept testing to deliver compelling, insight-based solutions.
  • Act as a trusted advisor to our clients, helping them to quickly unlock significant value from their Salesforce



Requirements

We are seeking an ambitious, self-motivated individual with:

  • A passion for revolutionizing the financial services industry through digital innovation.
  • Experience in leading customer experience projects
  • Experience in Sales/Pre-Sales is a plus
  • The ability to solve complex problems through insight-based concepts and prototypes.
  • A maker's mindset, ready to lead various aspects of innovation engagements across industries.



  • London,, UK, United Kingdom Synchronicity Financial Services Full time

    Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...


  • London,, UK, United Kingdom Financial House Full time

    A trusted provider of financial services, Financial House offers multi-currency, comprehensive solutions that are swift, efficient, and adhere to global security standards. As a Principal member of MasterCard, Visa, and UnionPay, our advanced API provides seamless integration with essential payment systems SEPA, Faster Payments, BACS, CHAPS, and...

  • Financial Advisor

    7 months ago


    London, UK, UK, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...


  • London, UK, UK, United Kingdom deVere Group Full time

    Transform Your Career: Join deVere Group and Shape the Future of Financial AdvisorydeVere is an award-winning, globally leading company dedicated to making a positive impact on our clients' lives and financial well-being. We are committed to sustainability, rewarding careers, and the highest standards of service.Opportunities for Financial Sales...


  • London, UK, UK, United Kingdom Permanent People Rec2Rec Full time

    Executive Search Recruitment ConsultantFinancial Services Sector, LondonAbout Our Client:Permanent People are currently representing a leading boutique executive search firm located in London’s West End, who specialise in the financial services sector. Our client have ambitious growth plans for 2025 and are looking to attract top recruitment talent to...


  • London, UK, United Kingdom Jigsaw Financial Full time

    Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and initiatives that continually improve the service to advisers. Job Responsibilities Portfolio...


  • London,, UK, United Kingdom Kite Consulting Group Full time

    Financial Markets Recruitment Consultant – London - HybridAre you currently working in a recruitment firm, but looking externally for somewhere to really drive your career development?Do you have experience recruiting or selling into Financial Market clients? We are a multi-award-winning, innovative recruitment business. Our techniques drive reliable,...


  • London,, UK, United Kingdom Harnham Full time

    Senior Financial Crime ConsultantUp to £65,000HybridLondonCompany:One of our Consulting clients that are on the lookout for a highly skilled Senior Financial Crime Consultant to join their Financial Crime analytics function to work closely with clients developing strategies and providing insights.Responsibilities:As a Senior Financial Crime Consultant, you...

  • Financial Advisor

    7 months ago


    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...


  • London,, UK, United Kingdom Eames Consulting Full time

    Oracle Financials Functional Consultant - £750 to £780 per day (Inside IR35) - London (2 days per week) - 9 months ExperienceExtensive Oracle ERP Financials (including Cloud) delivery experience in the role as a Functional Consultant, many of these roles should be customer side.Strong experience across RTR, P2P, O2C, should also (ideally) have an...


  • London,, UK, United Kingdom Harnham Full time

    SENIOR FORENSIC CRIME CONSULTANTUP TO £68,000LONDONThis is an exciting opportunity to provide advanced analytic services, to support high-profile and sensitive client matters such as fraud investigations, financial crime, disputes, and litigation's.THE COMPANYThis company is a Big 4 consultancy, where you will work across developing data and analytic...


  • London,, UK, United Kingdom Harnham Full time

    Financial Crime System Implementation ConsultantLondonUp to £70,000HybridThe CompanyI'm hiring a Financial Crime System Implementation Consultant for a Specialist Bank Based in London who've had big growth over the past 5 years. This role will be leading an exciting financial crime systems project playing a crucial role in protecting the business...


  • London,, UK, United Kingdom Vend Tech Group Full time

    Job Title: Professional Services Consultant Location: City of LondonRole Overview:European Professional Services division is seeking a skilled and client-focused Professional Services Consultant. In this role, you will be instrumental in designing, installing, configuring, and training clients on our advanced solutions, ensuring successful project delivery...


  • London,, UK, United Kingdom Finatal Full time

    Interim Transaction Services ConsultantUK/Spain6 – 12 Months£800/day (Outside IR35) Job Code ASX12305Finatal is working with a large cap Private Equity fund who own a €1bn t/o business that are looking for M&A support. We need a hands on M&A consultant to support a portfolio CFO who are looking to exit in the next year. The primary objective is to...

  • Sector Sales Lead

    3 weeks ago


    London,, UK, United Kingdom Morgan Philips Group Full time

    Morgan Philips Executive Search has been retained by the UK arm of a fast growing Global IT Services business who seek to accelerate their rapid growth under a new Managing Director.The firm has a significant footprint in the Public Sector, providing IT consulting, project/change management and deep technical expertise, but now seek to grow their revenues in...


  • London,, UK, United Kingdom Axpe UK Full time

    Job Title: Sales Executive – IT Consulting ServicesCompany: Axpe UKLocation: London / HybridCompany Overview:Axpe Consulting is a leading multinational firm specializing in information technology, artificial intelligence and business solutions. We provide innovative services that help clients optimize operations and achieve strategic goals. Our expertise...


  • London,, UK, United Kingdom Investigo Full time

    Job Opportunity: Operational Resilience Consultant (or Senior Consultant)A leading consultancy is seeking a talented Consultant to join their growing Operational Resilience team. With a strong reputation in digital transformation, cybersecurity, risk, and resilience, this firm is dedicated to fostering growth and development for its employees.As a Consultant...


  • London,, UK, United Kingdom Eames Consulting Full time

    Salesforce Presales ConsultantCompany Overview We are recruiting on behalf of a leading technology consultancy focused on delivering Salesforce-driven transformation to clients within the financial services and insurance sectors. This consultancy is at the forefront of digital innovation, offering tailored solutions to address complex business challenges....


  • London,, UK, United Kingdom Tiro Partners Limited Full time

    Microsoft Dynamics / Functional Consultant / D365 / Process Mapping / Financial ServicesRole: Microsoft Dynamics Functional Consultant Company: Financial servicesContract: Duration 6 monthsLocation: Hybrid 2 days in LondonRate: FlexibleThis is an exciting greenfield project focused on building a new Dynamics 365 landscape across all business units.Position...

  • Recruitment Consultant

    2 months ago


    London,, UK, United Kingdom HamiltonRowe Recruitment Services Full time

    Recruitment Consultant - Facilities Management Sector - £27,000 to £32,000 + Commission - Fenchurch Street, LondonAre you a personable, customer focused Recruitment Consultant, that is looking for an opportunity to work in one of the best sectors in the UK market?Would you like the support of friendly, experienced team members who will support you every...