Do you have a passion for the financial markets and financial advice? Are you interested in applying your advisory skills and further developing yourself within a dynamic, international organisation? Are you a team player and interested in learning how to help individuals and 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 Business Consultant role in our Goal Based Planning team. This role will be based in the UK where you will be working with our OPAL solution, helping to enhance our solution and expand our business in the UK.

What will you do as Business Consultant?

You will be working together closely with colleagues located in the Netherlands and our partners in the UK. There will be significant amount of direct contact with our clients and our partners, providing them with the necessary support a they use our Goal Based Planning solution. You will be required to help train our clients to use our OPAL solution and user interface and assist them in integrating our APIs in the Apps and websites they build for their customers. In this role, you will be working closely together with our development and sales teams and you will play an important role in translating business requirements to product features, to further optimise and innovate our OPAL solution.

In addition, you will gain experience in setting up a financial plan based on our goal-based approach while taking the risk of the underlying investments into account. Furthermore, you will have the opportunity to develop your modelling, analytical, advisory and sales skills as well as adding to the entrepreneurial culture of the team.

We have a flexible work policy in the UK and you will have the ability to alternate your work between office (London based), home and at our clients and partners in the UK.

What makes you successful as Business Consultant?

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. You have sound analytical and advisory skills and you are open minded and creative. You have the ambition to help further develop and innovate our solution and work together with colleagues, partners and clients to become the leading goal-based planning solution globally. You enjoy working in a dynamic fast-paced and international environment that embraces change.

  • A bachelors or Masters degree with an interest in financial markets;
  • Minimum of 3 years working experience, ideally in investments or financial advice in the UK;
  • Strong communication skills;
  • Being fluent in English is a requirement.

The vacancy offers more than just a challenge

We offer you a challenging and rewarding role in a growing company, while being part of an inspirational global business. A great working environment and opportunities for personal and professional career development. An active employee association that organizes various activities throughout the year and you will be part of an industry-leading global team, renowned for excellence!

You will earn a competitive salary, depending of course on your job and competency profile. In addition we offer you excellent benefits, including:

  • participation in a bonus scheme;
  • participation in the pension scheme with 10% contribution by Ortec Finance;
  • Private medical and dental cover;
  • Group Life cover;
  • 27 vacation days (based on a full-time contract);
  • possibility to buy extra vacation days;
  • centrally based office in London;
  • good working from home arrangements;
  • a great working environment with enthusiastic and dynamic colleagues.

Who are we?

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 science, academics and mathematics dominate, since models are key in helping Ortec Finance’ clients with complex financial decisions. Because that’s what we love: giving our clients the best advice possible. Where the daily job is very in-dept, based on evidence and relevant for society. It means a job that matters. Where the learning curve is steep; we learn something new every single day. And we need to, because continuously innovation is key. Especially in a fin tech world. We don’t necessarily follow all conventions. Because yes, we are a bit rebellious too.

Ortec Finance is the leading provider of technology and solutions for risk and return management. It is our purpose to enable people to manage the complexity of investment decisions. 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. More at

More information or to apply?

For more information regarding this position please contact Maruska John, Recruitment assistant at +31 10 700 5000. To apply, please use the application button to send us your CV and cover letter.

Apply now

We hope to meet you soon!

  • Experienced Professional
  • United Kingdom
  • Fulltime