Consultant Financial Services

Agility Research; Greater London; On-site; GBP 80,000 - 110,000; Full time

Job summary

A consulting firm in financial services located in Greater London is seeking an experienced professional to lead initiatives focused on affluent consumer data. The role involves collaborating with senior Directors, crafting impactful narratives, and conducting workshops for clients in the banking and insurance sectors. Candidates should have over 8 years of experience in consulting or analytics, with a strong emphasis on consultative skills and storytelling. This position aims to help clients effectively utilize insights to drive business strategies.

Qualifications

• 8+ years in consulting, consumer insights, analytics or solution engineering, ideally with banking or premium financial service brand exposure.
• Strongest consultative skills and story-telling, deck craft and workshop facilitation.

Responsibilities

• Partner with senior Directors to scope opportunities and shape proposals.
• Craft narratives showing how data answers problems for financial services brands.
• Speak at client and industry events to position the company as an authority.
• Grow the subscription service WealthLens focused on insights and data.
• Lead client workshops and training sessions to embed recommendations.

Skills

Consultative skills

Story-telling

Workshop facilitation

Job description

Turn rich affluent-consumer data into clear, commercially actionable stories—helping win new business and ensuring clients act on the insight. Working with leading banks, insurance firms and wealth management firms on their affluent and HNW strategy needs.

What you’ll own

Pre-sales & upsell

• Partner with senior Directors to scope opportunities, shape proposals and model ROI.
• Craft compelling narratives that show financial services brands how our data answers their problems.
• Speak at client and industry events, positioning company as the authority on affluent consumers.
• Grow our subscription service WealthLens focussed on insights and data for financial services brands.
• Provide data and insights and translate them into insightful stories, workshops and strategic roadmaps.
• Lead client workshops and training sessions that embed recommendations across marketing, CRM and product teams.
• Work with the PM team and managers to ensure timelines, resources and budgets, to ensure on-time, on-budget delivery with high NPS.

Your impact metrics

• Meet or exceed a personal revenue/upsell target (set on hire) and generate repeat business from existing accounts alongside BD.
• Achieve strong post-engagement satisfaction scores and visible client action on your recommendations.

What you bring

• 8+ years in consulting, consumer insights, analytics or solution engineering - ideally with banking or premium financial service brand exposure.
• Strongest consultative skills and story-telling, deck craft and workshop facilitation.