Insight Consultant (Wealth Management)

Location: Haddenham
Salary: £40-55k, plus generous benefits

Defaqto’s Insight & Consulting team delivers real value to providers and advisers across Wealth Management, Funds, Life & Protection, General Insurance and Banking. We take our unique insight and experience and bring clarity and understanding:
- to help product providers and fund managers make strategic decisions about products and their distribution; and
- to help advisers provide compliant advice whilst maximising the time spent with their clients.

We’re currently seeking a skilled and knowledgeable individual to join our Wealth Management team as an Insight Consultant. You will work within a team of specialists to manage the structure and content of our data tables, develop methodologies for our Star Ratings, conduct data analysis for panel research and write content for articles, publications and our website. Your main focus will be on pension and investment products, including platforms, but it would be helpful if you could also support on life and protection products.

To be considered for this role, you’ll need to have significant experience within the UK financial services industry, together with a strong understanding of the wealth management market and detailed up-to-date technical knowledge of pension and investment products and platforms. You should also have a good understanding of how the products and services in the wealth sector are distributed.

Candidates must possess the Diploma in Financial Planning, or an equivalent level 4 qualification. Ideally you will also have a degree.

Excellent data analysis, interpretation and critical thinking skills are essential, together with a high level of IT literacy and at least intermediate (preferably advanced) knowledge of Excel, plus the ability to develop expert knowledge of internal and customer-facing software applications.

You’ll also need excellent writing, presentation and influencing skills – articulating complex concepts in a clear, logical and structured manner that meets the needs of varying audiences. You must be able to build strong relationships and credibility with senior level client contacts and demonstrate strong consulting and project delivery skills. 

We’re looking for enthusiastic experts with a can-do approach who are looking to make a positive difference to the financial services industry, with the vision of helping consumers to make better informed decisions.


More info & apply here

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