Solutions Consultant – WealthTech (25B6782)

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 working with a financial planning technology company whose advice engine is used by advisory firms, banks and wealth managers in the United Kingdom and beyond. The company is growing its UK presence, with a distributed team across Canada, the United States and the United Kingdom.

You would support sales and client engagement across the UK and EMEA, partnering closely with Sales, Product and client-facing teams. You make sure the platform is clearly and accurately represented to prospects and clients in the UK financial advice market, and you capture real-world feedback that shapes ongoing product development. The role suits someone with strong subject-matter expertise in UK financial planning, relevant early-career industry experience and the potential to grow into increasingly complex sales and strategic responsibilities.

The Role

• 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.

What We're Looking For

• Strong foundational understanding of UK financial planning concepts, including cashflow modelling, pension and ISA structures and FCA-regulated adviser workflows.
• Familiarity with UK regulatory frameworks, including the FCA's Consumer Duty, suitability requirements and the broader financial advice market structure.
• Curiosity, structure and analytical rigour in client and prospect interactions and cross-functional initiatives.

This is a remote role for candidates located in the United Kingdom. It could suit a senior paraplanner or financial adviser with cashflow experience and deep industry knowledge who wants to move into a client-facing, product-adjacent role.