Financial Planner - Product Specialist (16341) City of London, England
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Job Description
Core-Asset Consulting is partnering with a leading FinTech company to recruit an experienced Financial Planner with expertise in projects and product delivery. This senior, client-facing role offers the opportunity to lead and shape innovative digital solutions for major financial institutions.
You will lead the end-to-end implementation of digital advice propositions, working closely with senior client stakeholders, internal delivery teams and external technology partners.
Qualifications
- Hands‑on experience as a financial adviser or financial planner.
- Strong knowledge of financial advice rules, regulatory frameworks and advisory philosophy.
- Qualifications in financial advice or financial planning.
- In‑depth understanding of wealth management products across investments, insurance and retirement.
- Experience working with financial services technology platforms.
- Proven involvement in digital transformation programmes within financial services.
- Experience delivering projects within large or complex financial institutions.
- Strong commercial acumen and stakeholder management skills.
- Experience leading multi‑disciplinary teams.
- Bachelor’s degree or equivalent.
Core Responsibilities
- Lead the implementation of digital financial advice solutions for institutional clients.
- Engage senior client stakeholders to define and agree digital transformation roadmaps.
- Provide day‑to‑day leadership across design, configuration, testing and delivery phases.
- Ensure advice standards and platform configurations align with regulatory requirements.
- Own delivery outcomes, timelines and solution quality.
- Facilitate solution‑focused workshops and governance updates.
- Troubleshoot delivery and post‑implementation challenges.
- Support continuous improvement to maximise client outcomes.
- Contribute to product strategy and roadmap development.
- Support sales activity, including client demonstrations and RFP responses.
- A highly competitive salary.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
Job reference: (16341)
Financial Planner - Product Specialist employer: Core-Asset-Consulting
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