Senior Business Consultant

Do you have a passion for financial markets, financial advice and advisory software within the banking and wealth management industry? 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 financial 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 Senior Business Consultant position in our Wealth management solutions team. This role is based in the UK where you will be working with our OPAL solution, helping to support our UK clients and expand our business in the UK.

What do we have to offer?

You will be working together closely with our UK sales representative, colleagues located in the Netherlands and our partners in the UK. There will be a significant amount of direct contact with our clients and our partners to support our clients, UK wealth managers, and banks, using our OPAL solution.

Our OPAL solution enables Goal Based Financial Planning for UK financial advisors. It enables advisors to translate client financial goals into an optimal investment strategy that reflects their personal ambitions, cash flows, and risk appetite and monitor the progress over time. The economic scenario generator that is built into OPAL enables advisors to test the financial plan in multiple economic scenario’s.

As a Senior Business Consultant, you will support our clients to enhance the advisory process with the use of OPAL. In addition you will help them to integrate our APIs in the apps and websites they build for their customers. You are responsible to increase the number of advisors using OPAL at our clients, and extending the number of business lines using OPAL. You will play an important role in translating business requirements to product features, to further optimize and innovate our OPAL solution. This means you are an important partner for our development and sales teams.

For example, on Monday you will meet advisors at a bank to give a training ‘how to improve your business success with Goal Based Planning by OPAL’. On Tuesday your focus is on providing input for a marketing campaign and a refinement session on the new features of the next OPAL release. Later that week you join the UK sales representative to meet a prospect.

The OPAL Client Servicing Team is a diverse team where highly professional and skilled people work in a relaxed atmosphere. Personal initiative and helping each other is at the core of everyone, meaning we work very close together.

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. The salary range for this position is between 75.000 – 90.000 GBP all-in on yearly basis, dependent on your role, competency profile and experience.

In addition to a competitive salary, we offer you excellent benefits, including:

• An open and informal work environment (Active staff association, annual ski trip, staff social events, annual summer and Christmas party and much more) with inspiring, smart and enthusiastic colleagues
• 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 at our clients and partners in the UK
• Participation in a bonus scheme, participation in the pension scheme and 27 vacation days.

Who are you?

In this role 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. With your sound analytical and advisory skills and creativity, you can inspire others. You have an intrinsic motivation to keep developing yourself and your analytical, advisory and sales skills, and you contribute to the entrepreneurial spirit of the team. And of course, you recognize yourself in our core values.

In addition, you have:

• Master’s degree in Business, Economics, Finance or something related, with an interest in financial markets
• Minimum of 5 years working experience, ideally in investments or financial advice in the UK
• A level 4 RDR qualification or former financial advisor is preferred, but not mandatory
• Being fluent in English is a requirement.

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 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-depth, 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 continuous 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 www.ortecfinance.com.

More information or do you want to apply?

For more information regarding this position please contact Maruska John, recruitment assistant at +31 10 700 5000 or send an email to recruitment@ortec-finance.com.

So, do you want to join Ortec Finance? Please use the application button. Be creative if you want.

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We hope to meet you soon!