DYNAMIC FINANCIAL ADVICE PROFESSIONAL

Drive digital transformation in wealth management. Join us as a Business Consultant to help banks and wealth managers integrate our OPAL financial planning solution and empower advisers to deliver smarter, compliant advice.
Do you understand UK financial advice and how software helps advisers meet client needs and regulations? Can you support banks and wealth managers in integrating our OPAL solution across their systems? Are you ready to grow our UK presence, collaborate internationally, and mentor others? If this sounds like you, apply now for the Business Consultant role in our Wealth Management Solutions team. Based in the UK, you’ll work with OPAL to support clients and drive growth.

• Act as a subject matter expert in the advice journey, supporting the sales team with technical credibility and practitioner insight, essentially being commercial support lead for the UK & Ireland.
• Translate adviser 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, positioning the firm as a trusted partner.
• Support the design of 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.
• Acting as a role model, mentoring and developing more junior colleagues
  Introducing: the team
  You’ll be part of the OPAL 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.