Job Description

Overview

We're seeking a knowledgeable and client-focused

Consultant

to join our expanding fintech and financial education company. You'll work directly with clients to assess their financial goals, provide tailored insights, and deliver solutions that leverage our proprietary technology and educational resources. This role is ideal for someone who combines deep financial understanding with strong interpersonal and advisory skills.

Key Responsibilities:

Consult with clients to understand financial goals and provide tailored recommendations. Use company tools and resources to deliver insights and optimise client outcomes. Support business development by identifying new opportunities and contributing to strategic partnerships. Present financial solutions and software benefits clearly to clients and stakeholders. Keep up to date with market trends, financial regulations, and fintech innovations. Collaborate with internal teams to ensure client satisfaction and project success.

Requirements:

Previous experience in financial consulting, advisory, or wealth management advantageous. Excellent communication, analytical, and presentation skills. Ability to build trust-based relationships with clients. Experience within fintech or technology-enabled financial services is highly desirable.

Benefits:

Opportunity to work at the intersection of finance, education, and technology. Comprehensive training and continuous professional development. Supportive team culture. Performance-based incentives and career progression opportunities.
Job Types: Full-time, Permanent

Pay: 30,000.00 per year

Benefits:

Company pension Work from home
Work Location: Hybrid remote in England E14 5AB