Technical Consultant – Financial Planning Platform

Ortec Finance; Greater London; Hybrid; GBP 45.000 - 50.000; Vollzeit

Benefits dieser Stelle

Performance-based bonus

Company pension

Private medical & dental

Group life & critical illness

27 vacation days

Hybrid working

Training program & knowledge meetings

Zusammenfassung

Ortec Finance seeks a Technical Consultant to support UK wealth managers and banks using the OPAL financial planning platform in implementation and ongoing use. You will translate financial planning logic into digital experiences, working with APIs and data feeds while collaborating with our London and Dutch offices.

The role requires 1–2 years of experience in a leading UK or global bank or wealth manager, strong English communication, and a passion for combining technology with investment

Qualifikationen

• Masters or bachelor in finance, data science, or computer science with an interest in markets.
• 1–2 years' experience at a UK/global bank or wealth manager.
• Fluency in English with excellent communication skills.
• Experience with APIs, data integration or financial modelling.

Aufgaben

• Support UK wealth managers and banks using OPAL in implementation and ongoing use.
• Translate financial planning logic into digital experiences using APIs and data feeds.
• Provide training and act as a trusted adviser to clients.

Kenntnisse

APIs

Data integration

Financial modelling

Client communication

UK work eligibility

Ausbildung

Master's or Bachelor’s in relevant field

Jobbeschreibung

Ortec Finance seeks a Technical Consultant to support UK wealth managers and banks using the OPAL financial planning platform in implementation and ongoing use. You will translate financial planning logic into digital experiences, working with APIs and data feeds while collaborating with our London and Dutch offices.

The role requires 1–2 years of experience in a leading UK or global bank or wealth manager, strong English communication, and a passion for combining technology with investment