Financial Planning Solutions - Head of UK Clients

You are passionate about financial markets, investment advice, and the technology that enables modern wealth management. You understand how financial planning advice is delivered in the UK and how software supports advisors in meeting client needs and regulatory requirements. You are motivated to work with our OPAL financial planning solution, taking end‑to‑end responsibility for our UK clients and actively contributing to the growth of our presence in an international environment. You support banks and wealth managers in implementing and integrating our solutions into their broader ecosystem, from front‑office advisory workflows to back‑office systems.

As a manager, you lead and develop an agile team of professionals, creating clarity, ownership, and engagement. You take initiative, manage stakeholder relationships with confidence, and co‑organize and coordinate complex projects involving multiple disciplines. With a proactive, hands‑on approach and a strong sense of ownership, you shape direction, turn ideas into action, and ensure successful delivery.

Key Responsibilities:

• You take end-to-end ownership of OPAL implementation projects at clients, from initiation to go live, including managing risks and dependencies.
• Act as a hands‑on team leader, mentoring and developing your team members and shaping the team.
• Manage client satisfaction and retention of our UK client base.
• Act as a subject matter expert in the advice journey, supporting the sales team with technical credibility and practitioner insight.
• Translate advisor and client needs into clear demonstrations of how our goals‑based financial planning technology (OPAL) addresses regulatory, operational, and client engagement challenges.
• Prepare and deliver tailored product demonstrations, proposals, and responses to RFPs/RFIs, ensuring alignment with FCA Consumer Duty and suitability requirements.
• Provide thought leadership on trends in financial advice, risk profiling, investment suitability, and client engagement.
• Design client workshops, pilots, and proof‑of‑concept engagements.
• Act as the bridge between sales, product, and client teams by feeding back adviser‑centric insights into product development.

What do we have to offer?

As Head of UK clients, you’ll work closely with your team in the UK office, our UK Sales Director, and colleagues based in our London and Dutch offices. You’ll have frequent direct contact with clients and prospects, primarily UK wealth managers and banks, bringing their business to a next level with our OPAL solution.

OPAL is our advanced Goal‑Based Financial Planning tool, designed to help UK financial advisors translate client goals into optimal investment strategies. It incorporates personal ambitions, cash flow projections, and risk appetite, while enabling advisors to monitor progress over time. Its built‑in economic scenario generator allows advisors to stress‑test plans across a range of market conditions.

In this role, you manage a team helping clients enhance their advisory processes using OPAL, and support the integration of our APIs into their digital platforms, such as apps and websites. You are responsible for client retention, employee development and wellbeing, and supporting to expand OPAL’s reach by winning new clients and introducing the solution into untapped areas of the UK financial advisory landscape.

You’ll also play a key role in translating client needs into product features, contributing to the ongoing innovation and optimization of OPAL.

Your week might look like this:

• Monday, deliver a training session at a bank on “How to Improve Business Success with Goal-Based Planning using OPAL”.
• Tuesday, draft an implementation plan for onboarding a new OPAL client and participate in the Global Wealth Solutions management meeting.
• Wednesday, contribute to a marketing campaign and join a refinement session for upcoming OPAL features.
• Thursday, align with your team on planning and activities for clients and prospects.
• Friday, accompany the UK Sales Director to meet a prospective client.

You’ll be leading the OPAL UK Client Servicing Team, a diverse group of highly skilled professionals working in a collaborative and relaxed environment. Personal initiative and mutual support are central to our culture, and we pride ourselves on working closely together to deliver exceptional results.

What’s in it for you?

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.

Benefits:

• Participation in our bonus scheme, certificate scheme, pension scheme and 27 vacation days.
• Private medical and dental cover, group life cover and critical illness cover.
• 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 our clients and partners in the UK.
• An open and informal work environment with inspiring, smart and enthusiastic colleagues.

Who are you?

You are a driven, accountable and commercially minded leader with a strong ambition to grow the UK wealth management business. You excel at coordinating complex, multi‑stakeholder projects and bringing people together to deliver high‑quality outcomes. You are highly motivated to lead, develop and inspire a team in a growing, international environment. You take full ownership of client relationships, from onboarding through long‑term value delivery. You think creatively, act proactively and thrive in fast‑paced, dynamic settings. You are confident operating at the intersection of technology and financial advice. You communicate clearly and persuasively with both technical and non‑technical stakeholders. You are strongly client‑centric and focused on delivering tangible value.

You Bring:

• A degree in Business, Finance, Econometrics or an exact science, with a strong interest in financial markets.
• A minimum of 10 years’ experience within a regulated financial advice environment.
• Solid knowledge of cashflow modelling, portfolio construction, and UK regulatory and compliance processes.
• Proven experience managing and developing teams of professionals.
• A background at a leading UK or global bank, wealth manager or advice‑led institution.
• Strong understanding of advice technology, financial planning tools and digital client portals.
• Practical experience working with APIs, data integrations and financial modelling.
• The ability to translate complex financial planning methodologies into clear, client‑focused value propositions.
• Substantial experience in client‑facing roles and project management.
• A Level 4 RDR qualification or experience as a former financial adviser (highly beneficial).
• Full professional fluency in English (required).

Diversity & Inclusion:

One of the core values of Ortec Finance is personal initiative and helping each other. Our D&I policy reflects exactly that: showing personal initiative to be who you want to be and being open to people with a different background or idea. We have respect for the opinions of others and appreciate the differences that make us all unique individuals with our own strengths and challenges.

Do you want to apply?

Ready to be part of our team? Click the application button and submit your resume and cover letter. The deadline for submitting your application is May 31, 2026.