Junior Technical Consultant Wealth Management

Launch your career in fintech. Work with leading banks, wealth managers and financial advisers while helping to implement innovative financial planning technology. Combine data, consulting and technology in a role where you make an impact from day one.

Based in our Wealth Management Client Servicing Team in the Netherlands, you will work alongside colleagues in both the Netherlands and London. This role offers a unique blend of client interaction, implementation work, and technical problem-solving, providing an excellent opportunity to develop strong functional and technical skills.

• Wealth planning software used by leading financial institutions
• API integrations
• Financial modelling
• Data analysis and reporting
• Python, Power BI and Excel-based solutions
• International implementation projects

You won’t be sitting on the sidelines. As a Junior Technical Consultant, you will support clients and implementation teams in using and integrating our Financial and Wealth Planning software OPAL. You will help analyze client questions, configure solutions, support implementations and translate functional requirements into clear technical input for our product and development teams.

You will be in direct contact with our clients and partners that are using OPAL. You support them in understanding and integrating our APIs into the apps and websites they build for their customers, help set up data integrations and help them with their day-to-day questions while using our software.

You will gain experience in how to set up a financial plan taking into account the risk of the underlying investments. Furthermore, you will develop your modelling, analytical, technical and communication skills and bring some good vibes into our team. You will be able to alternate your work between the office, working from home and occasionally at clients in the Netherlands but also by visiting our international clients.

At Ortec Finance, we don't expect you to know everything from day one. You'll work alongside experienced consultants, product specialists and developers who will help you build your expertise in:

• Wealth management and financial planning
• Consulting and stakeholder management
• Technical solution design
• Data and software implementation
• Client engagement and presentation skills

We offer you a challenging and rewarding role in a growing company, while being part of an inspirational global business with a lot of opportunities for personal and professional career development.

The salary range is between 57,000 and 63,000 EUR
on a yearly basis (
including variable pay
, 13th month
, holiday allowance), depending on your role, competency profile and experience.

In addition to a competitive salary, we offer you excellent benefits, including

• 27 vacation days and the possibility to buy more.
• Participation in our excellent pension scheme.
• Commuting and business travel allowance, as well as work from home and internet allowance.
• Opportunities to develop yourself with a training program as well as weekly research and knowledge meetings.
• Hybrid working, working at the office combined with working from home – our main office is in Rotterdam, beautifully located overlooking the Nieuwe Maas near Blaak station.
• The prospect of a permanent contract, because we strive for a long‑term collaboration.
• An open and informal work environment with inspiring, smart and enthusiastic colleagues.

You bring strong analytical capabilities and a solid foundation in basic programming like Python, VBA excel, Power BI, etc. You enjoy navigating the intersection of technology and investment advice. Your communication skills allow you to engage effectively with both technical and non‑technical stakeholders. You think creatively, act proactively, and enjoy working in a diverse, high‑paced and international environment. Above all, you’re driven by impact: collaborating with clients, colleagues, and partners to build the most advanced and trusted wealth planning solution in the world!

And of course, you recognize yourself in our core values.

In addition, the following aspects are important:

• You…