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 oclark@igatalent.com.

We look forward to hearing from you.