Remote UK Solutions Consultant, FinTech & Product Enablement

Referment; United Kingdom; Remote; GBP 55,000 - 75,000; Full time

Job summary

Referment is partnering with a UK-based financial planning technology firm to empower advisory firms, banks and wealth managers with a clear, compliant product narrative. This remote UK role supports sales and client engagements across the UK and EMEA, translating complex planning concepts into accessible demonstrations and responses.

Ideal candidates bring strong cashflow modelling, pension and ISA knowledge, and familiarity with FCA rules, with the potential to grow into more senior sales and

Qualifications

• Strong UK financial planning knowledge including cashflow modelling, pension and ISA structures and FCA-regulated adviser workflows.

Responsibilities

• Support sales and client-facing engagements through product demonstrations, discovery participation and solution design assistance.
• Act as a cross-functional facilitator for RFP and RFI responses and client requests.
• Translate complex financial planning and technical concepts into clear, audience-appropriate explanations for advisers, paraplanners, business stakeholders and internal teams.
• Observe, document and continuously improve demonstration narratives based on internal and external feedback and evolving product capabilities.
• Build deep product and industry knowledge to contribute to product innovation and client satisfaction.

Skills

Cashflow modelling

Pension structures

ISA structures

FCA regulations

Client-facing communication

Job description

Referment is partnering with a UK-based financial planning technology firm to empower advisory firms, banks and wealth managers with a clear, compliant product narrative. This remote UK role supports sales and client engagements across the UK and EMEA, translating complex planning concepts into accessible demonstrations and responses.

Ideal candidates bring strong cashflow modelling, pension and ISA knowledge, and familiarity with FCA rules, with the potential to grow into more senior sales and