Wealth Investment Consultant

IGA Talent Solutions; City Of London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A global wealth-technology provider in the City of London seeks a technically strong, client-focused professional for their Client Servicing & Implementation team. The role involves supporting UK banks with the implementation of financial-planning technology, guiding clients through API integration, and delivering training sessions. Successful candidates will have 2–5 years' experience in the financial sector, strong analytical and problem-solving skills, and excellent communication abilities. The position offers hybrid working and great career growth prospects.

Benefits

Hybrid working

International exposure

Career growth opportunities

Qualifications

• 2–5 years' experience at a bank, wealth manager or advice-led financial institutions.
• Proactive team player who thrives in dynamic environments.
• Genuine interest in financial markets.

Responsibilities

• Support UK banks with technical implementation and integration of the financial-planning platform.
• Guide clients through API integration and data connections.
• Act as technical expert for client queries.
• Deliver onboarding and training to clients.

Skills

Hands-on exposure to APIs

Data integration

Financial modelling

Strong analytical skills

Excellent communication skills

Problem-solving skills

Client-facing experience

Education

Level 4 RDR qualification

Job description

IGA is partnered with a rapidly growing global wealth-technology provider to expand their specialist Client Servicing & Implementation team.

We’re looking for a technically strong, client-focused professional who is excited by the intersection of investment advice, data integration, and digital transformation — and who wants to play a hands‑on role helping banks and wealth managers implement advanced financial‑planning technology.

Do you enjoy solving analytical problems, working with APIs, and supporting clients in making better investment decisions?

Are you looking for a role that blends technical expertise, modelling, and direct client engagement — with real ownership from day one?

If so, this could be your next move.

The Firm

Our client is a global leader in financial planning and risk / return modelling technology. Their solutions help banks, wealth managers and financial advisers design evidence‑based, goal‑aligned investment strategies for clients.

They operate at the cutting edge of goal‑based planning, scenario modelling and adviser‑enablement technology — building tools that help individuals and institutions make smarter, more sustainable financial decisions.

You’ll be joining a young, international team known for its innovation, flat structure, and collaborative culture. Continuous learning, problem‑solving, and client impact sit at the heart of everything they do.

In this role, you will :

• Support UK banks and wealth managers with the technical implementation and integration of the firm’s financial‑planning platform.
• Guide clients through API integration, data connections, configuration and custom reporting.
• Act as the day‑to‑day technical expert for client queries — providing clear, practical solutions.
• Deliver onboarding and training sessions to help clients get the most out of the platform.
• Work closely with developers and product teams to translate business requirements into smart features.
• Contribute to continuous improvement of the product ecosystem and client experience.
• Learn and apply goal‑based financial‑planning concepts, including modelling and scenario analysis.
• Split your time between the office, home working and occasional client visits in the UK and abroad.

Who we’re looking for :

• 2–5 years’ experience at a bank, wealth manager, or advice‑led financial institutions.
• Hands‑on exposure to APIs, data integration, financial modelling, or similar technical work.
• Strong analytical and problem‑solving skills, with genuine interest in financial markets.
• Excellent communication skills — able to explain technical concepts to non‑technical audiences.
• A proactive, curious team player who thrives in dynamic, fast‑moving environments.

You’ll stand out if you have :

• Experience with advice technology, digital client portals, or financial‑planning tools.
• Understanding of how financial advice is delivered (traditional and digital).
• Client‑facing experience and comfort leading discussions or training sessions.
• A Level 4 RDR qualification.

Why this role stands out :

• Cutting‑edge work – Be at the forefront of digital client advice, modelling and wealth‑tech innovation.
• Ownership from day one – Shape integrations, client journeys and product enhancements.
• Collaborative culture – A supportive, diverse team where your ideas matter.
• Career growth – Rapid development across analytics, modelling, engineering, and client advisory.
• Flexibility – Hybrid working, international exposure, and regular interaction with leading UK wealth managers.

If this sounds like a fit, reach out to Oliver Clark for a confidential conversation — either via LinkedIn or at [e-mail] .

We look forward to hearing from you.