Fintel

Consultant

• **Make a measurable impact on the quality, accuracy, and integrity of financial advice.******
• **Role Overview: ****Every day, the work you do will directly influence the standard of advice delivered to firms, members, and clients across the financial services landscape. ****If you’re motivated by precision, collaboration, and helping others deliver their best work, this role gives you the platform to shape outcomes that truly matter.

Advice Quality Consultant, File Reviewer

Full-stack Engineer

• **A key role to help shape the future of a successful insurance fin tech product, part of the wider Defaqto software division.******Within our software division, Comparison Creator powers insurance and price comparison platforms used by well-known UK brands. ******Role Overview: ******We’re looking for a **Full-Stack Python Developer** to join a small, collaborative team building and supporting fintech products used across the insurance market.
• **You’ll work across the stack using **Python, Django, SQL, and React**, contributing to both new product development and ongoing application support. This is a hands-on role with real influence over how our products evolve.

Full Stack Developer

Business Development Rep

• Proactively identify and engage individual advisers via phone, email, and digital channels.
• Deliver concise, impactful product demonstrations tailored to adviser needs.
• Close deals efficiently to meet monthly and quarterly revenue targets.
• Position multiple Defaqto solutions (e.g., Engage, MICAP, VouchedFor, Competent Adviser) in a single sales cycle.
• Highlight cross-product synergies and value propositions for individual advisers.
• Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow.
• Shorten sales cycles through effective qualification and objection handling.
• Encourage repeat purchases and upgrades via regular check-ins.
• Identify opportunities for add-ons and complementary products.
• Accurately record all interactions, pipeline stages, and outcomes in the CRM.
• Provide timely forecasts and insights to the Sales Director.

Business Development Executive – Financial Advisers

Sales

• Support the SimplyBiz Mortgages Sales and Development Team, driving operational excellence, efficient administration, and high-quality service delivery.
• Create, manage, and maintain member agreements, ensuring accuracy and compliance.
• Administer the full agreement lifecycle, including renewals and amendments.
• Act as a key contact for members and partners on administrative queries.
• Support Senior Management with exclusive event coordination.
• Analyze member feedback to identify service improvements.
• Support onboarding to improve speed and quality.
• Maintain accurate member, partner, and business information within the CRM.
• Produce timely reports, dashboards, and insights for senior leadership.
• Ensure CRM accuracy to support forecasting and decision-making.

Sales Support Advisor

Compliance

• **We are seeking an experienced, Level 4 Diploma-qualified candidate to join our supportive team who deliver a file review and feedback service for medium to large financial services businesses.**
• ********Role Overview: ******
• The role of the Compliance Monitoring Officer is to provide a file review service to the clients of threesixty. They will be responsible for providing feedback to clients with reference to files reviewed and compliance issues raised, along with developing and maintaining a professional relationship with clients.

Compliance Monitoring Officer

Product Manager

• Monitor product performance, including adoption, usage, customer feedback and commercial indicators.
• Identify areas where products are under‑performing and work with delivery, commercial and customer teams to define and execute improvement actions.
• Own and prioritise BAU and improvement work within your area, ensuring effort is focused where it delivers the most value.
• Work with the Product Director to turn strategic themes and opportunities into clear, prioritised roadmap increments.
• Help validate opportunities through discovery, analysis and learning, feeding insight back into strategic decision‑making.
• Define success measures for each increment and ensure that what we deliver creates measurable customer and commercial impact.
• Across both Operate and Grow, you’ll work closely with Product Owners and engineering teams to ensure priorities are clear, outcomes are understood, and delivery is focused on real customer and business value — freeing up Product Directors to focus on the bigger, longer‑term opportunities.
• Engage directly with customers and partners: understand workflows, pain points and emerging opportunities.
• Own execution and outcomes: monitor product performance and customer signals, identifying improvement opportunities and driving action. Own and prioritise roadmap increments within your area, balancing customer value, commercial impact and delivery feasibility. Define success metrics for each increment and track benefits realisation after launch.
• Bridge strategy and delivery: work closely with the Product Director to translate proposition strategy into tangible plans. Partner with Product Owners to ensure increments are clearly scoped, outcome‑focused and ready for delivery. Drive go‑to‑market activity for your increments, working with Commercial and Marketing teams to support adoption and revenue impact.

• Deliver a programme of risk-based compliance visits in line with contracted service levels and timescales
• Build and maintain strong, trusted relationships with Member Firms, developing a deep understanding of their business models, risks, and advice processes
• Provide tailored, consultative compliance guidance to help firms meet FCA regulatory expectations
• Support firms in embedding and evidencing Consumer Duty outcomes, including fair value, customer understanding, and ongoing monitoring
• Identify regulatory and conduct risks, providing clear, pragmatic recommendations and appropriate escalation where necessary
• Produce accurate, high-quality compliance reports and action plans that offer practical solutions to identified issues
• Provide timely updates on regulatory and legislative developments and their practical implications for firms
• Deliver Training & Competence (T&C) services, including: training needs analysis, skills and competence assessments, one-to-one coaching and feedback and development plans and competence sign-off support
• Assist firms during periods of regulatory or business change, ensuring continued compliance and good client outcomes
• Contribute to thematic reviews, root cause analysis and trend identification to enhance consultancy services
• Support continuous improvement of internal compliance frameworks and consultancy methodologies
• **Regulatory & Risk Responsibilities**
• Provide robust and constructive challenge where regulatory risks or poor customer outcomes are identified
• Support firms in maintaining effective compliance monitoring and governance arrangements
• Promote high standards of conduct risk awareness and mitigation
• Ensure all consultancy activity aligns with FCA principles, Consumer Duty requirements, and best practice guidance
• Maintain up-to-date knowledge of regulatory developments affecting financial advice and mortgage markets

Compliance Consultant

Director

• Own revenue performance across ratings, awards, reviews and consultancy, measured against budget.
• Analyse sales performance, pipeline health and conversion in partnership with Commercial teams.
• Assess the pricing model (price to value), customer satisfaction, renewal and churn, identifying where propositions are not delivering sufficient perceived value.
• Evaluate the effectiveness of different proposition types (e.g. ratings vs awards vs sponsored content vs speaking opportunities) in helping investment managers achieve their distribution goals.
• Work with Insight, Sales, Marketing and Customer Success to identify and execute improvement initiatives where propositions underperform.
• Ensure that propositions remain commercially compelling, credible and differentiated in a competitive market.
• Develop a deep understanding of how investment managers market funds to advisers, including adviser segmentation and targeting strategies.
• Maintain strong awareness of competitor approaches, emerging distribution models and regulatory or behavioural trends.
• Identify opportunities to improve the effectiveness of existing propositions and introduce new distribution‑focused offerings.
• Lead structured discovery and validation to test which propositions resonate most strongly with investment managers and advisers.
• Build clear, evidence‑based investment cases outlining customer value, commercial upside, delivery cost and strategic fit.
• Set a clear strategic vision for the Distribution portfolio, aligned to Defaqto’s broader growth objectives.
• Act as the senior product authority for distribution‑focused propositions.
• Ownership of strategy, roadmap definition and delivery execution.
• Work through matrix‑managed teams across Product, Insight, Commercial, Marketing and Customer Success.
• Represent Distribution performance, risks and opportunities at senior leadership forums.

Product Director – Distribution

• **If you’re passionate about supporting intermediaries, driving sales, and being part of a dynamic and growing team, we encourage you to apply for this role with Omni Protect!******
• We're looking for an experienced customer service professional to join our telephone account management team. You'll have a working knowledge of the protection sector (including health insurance) and have worked with advisers along with having a passion for delivering a great service.********
• Omni Protect is the UK’s largest protection club, supporting over 4,000 directly authorised firms with a bold mission: to simplify protection advice, elevate quality, and improve client outcomes across the financial services industry.****
• **Role Overview: ******In essence, you'll be working in a team who provide a one-stop shop for intermediaries with protection questions. Most queries will come in via inbound calls and the role is a great training ground for aspiring protection account managers.
• **Internally, this role is called Protection Telephone Account Manager.

Protection Support Consultant

• **Role Overview: ******We are looking for people who can a build quality, reliable sales pipeline as part of our New Business Sales team. You'll report to the Head of New Business. Internally, we call this role Business Development Associate and you'll work along side 2 others in the team.

Business Development Associate

• Design, build, and maintain applications using Python and Django
• Work across the full stack, including front-end components (React, JS, CSS)
• Translate business and user needs into practical technical solutions
• Improve system performance, scalability, and reliability
• Contribute to code reviews and engineering best practices
• Write testable, maintainable code with appropriate unit tests
• Support live applications and troubleshoot complex issues
• Collaborate with stakeholders across the business and occasionally with clients
• Contribute to CI/CD pipelines using Azure DevOps

Customer Support

• Are you organised, confident on the phone, and enjoy helping people? ****We’re looking for a friendly and reliable Customer Service Administrator to join our busy booking team.****
• **Role Overview: ******When someone applies for a mortgage, their home often needs a valuation. That’s where we come in. Our job is to contact the customer or tenant and book the appointment with one of our surveyors. You'll be communicating via phone and email with a variety of stakeholders including the house occupier, banks, other lenders and mortgage brokers.