At a Glance
- Tasks: Support banks and wealth managers with our OPAL financial planning solution.
- Company: Join Ortec Finance, a global leader in risk and return management technology.
- Benefits: Competitive salary, flexible work policy, bonus scheme, and 27 vacation days.
- Other info: Dynamic environment with opportunities for personal and professional growth.
- Why this job: Drive digital transformation in wealth management and make a real impact.
- Qualifications: 5+ years as a regulated financial adviser with strong communication skills.
The predicted salary is between 80000 - 95000 £ per year.
Overview
Join to apply for the Dynamic Financial Advice Professional role at Ortec Finance. Based in London, you will support banks and wealth managers in integrating our OPAL financial planning solution and empower advisers to deliver smarter, compliant advice.
Drive digital transformation in wealth management. You will join the Wealth Management Solutions team as a Business Consultant and work with OPAL to support clients and drive growth.
What you will do
- Serve as the subject‑matter expert across the advice journey and act as commercial support lead for the UK & Ireland.
- Translate adviser and client needs into demonstrations of how OPAL addresses regulatory, operational, and client‑engagement challenges.
- Prepare and deliver tailored demos, proposals, and RFP/RFI responses aligned with FCA Consumer Duty and suitability standards.
- Drive adviser adoption, guide API integrations into client apps and websites, and help win new clients while opening untapped advisory segments.
- Provide thought leadership on advice trends, risk profiling, investment suitability, and engagement, positioning us as a trusted partner.
- Design workshops, pilots, and proofs of concept, and act as the bridge between sales, product, and client teams—feeding adviser‑centric insights into OPAL’s roadmap.
- Role‑model best practices while mentoring junior colleagues.
Typical week
A typical week might include delivering a bank training on “Improving Business Success with Goal‑Based Planning using OPAL,” drafting an onboarding plan for a new client, contributing to a marketing campaign and feature‑refinement session, and joining the UK Sales Representative for prospect meetings.
What we offer
Join a challenging and rewarding role in a growing company with opportunities for personal and professional career development. Salary ranges between £80,000 – £95,000 GBP all‑in on a yearly basis, depending on role, competency and experience.
- Open and informal work environment with events and activities
- Training programs and weekly knowledge meetings
- London office with flexible work policy (office, home, and client visits in the UK)
- Bonus scheme, pension participation, and 27 vacation days
Who you are
You enjoy working with a range of clients and software partners and have a genuine interest in the financial markets. You have experience with APIs, data integration, and financial modelling, and can navigate the intersection of technology and investment advice. You communicate effectively with both technical and non‑technical stakeholders across cultures and time zones. You think creatively, act proactively, and thrive in diverse, fast‑paced environments, aligned with our core values.
- A degree in Business, Finance, Econometrics or an exact science, with an interest in financial markets
- Minimum of 5 years as a regulated financial adviser, with knowledge of cashflow modelling, portfolio construction, and compliance processes
- Experience at a leading UK or global bank, wealth manager, or advice‑led institution
- Understanding of advice technology, digital client portals, or financial planning tools
- Strong communication and presentation skills for front‑office advisers and senior stakeholders
- Ability to translate complex financial planning methodologies into client‑focused value propositions
- Experience in client interactions and project management
- A Level 4 RDR qualification or former financial adviser is mandatory
- Fluency in English
About Ortec Finance
Ortec Finance is a global leader in technology and solutions for risk and return management. We empower individuals and organizations to navigate investment decisions with confidence by delivering advanced, accessible, and innovative solutions. We combine models, technology, and market expertise to create data‑driven insights.
Diversity & Inclusion
We value personal initiative and mutual support. Our D&I policy encourages openness to diverse backgrounds and ideas. Our full D&I statement is available here.
How to apply
For more information regarding this position please contact Maruska John, recruitment assistant, at +31 10 700 5000 or recruitment@ortec-finance.com. To apply, please use the application button.
Dynamic Financial Advice Professional in City of London employer: Ortec Finance
Ortec Finance is an excellent employer for the Dynamic Financial Advice Professional role, offering a challenging and rewarding environment in the heart of London. With a focus on personal and professional growth, employees benefit from flexible work policies, comprehensive training programmes, and a supportive culture that values diversity and inclusion. The opportunity to drive digital transformation in wealth management while collaborating with a range of clients and partners makes this position both meaningful and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land Dynamic Financial Advice Professional in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, webinars, or even local meetups. The more you engage, the better your chances of landing that Dynamic Financial Advice Professional role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with APIs, data integration, and financial modelling during interviews. Bring examples of how you've tackled challenges in the past, especially those related to compliance and client engagement.
✨Tip Number 3
Tailor your approach! When you're applying through our website, make sure to customise your application to highlight how your skills align with the OPAL financial planning solution. Show us how you can drive digital transformation in wealth management.
✨Tip Number 4
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. Focus on translating complex financial concepts into simple, client-focused value propositions—this will impress both technical and non-technical stakeholders.
We think you need these skills to ace Dynamic Financial Advice Professional in City of London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Dynamic Financial Advice Professional role. Highlight your experience with financial modelling, APIs, and client interactions to show us you’re the perfect fit!
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your skills align with the job description. Use specific examples from your past roles that relate to the responsibilities mentioned, like delivering tailored demos or driving adviser adoption.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and how it relates to the role. Avoid jargon unless it’s relevant!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Ortec Finance
✨Know Your Stuff
Make sure you’re well-versed in the OPAL financial planning solution and how it integrates with banks and wealth managers. Brush up on the latest trends in financial advice, regulatory standards, and client engagement strategies to show you’re not just a candidate, but a subject-matter expert.
✨Tailor Your Approach
Prepare specific examples of how you’ve successfully translated adviser and client needs into actionable solutions. Think about how you can demonstrate your ability to deliver tailored demos and proposals that align with FCA Consumer Duty and suitability standards.
✨Showcase Your Communication Skills
Since this role involves interacting with both technical and non-technical stakeholders, practice explaining complex financial concepts in simple terms. Be ready to discuss your experience in client interactions and project management, highlighting your strong communication and presentation skills.
✨Be Proactive and Creative
Think of innovative ways to drive adviser adoption and engage clients. Prepare to discuss how you’ve previously contributed to workshops or pilots, and be ready to share your ideas on how to position the company as a trusted partner in the financial advice space.
