Solution Consultant – Figaro
UK Wide
Hybrid / Remote
£Competitive + excellent benefits + career progression
Shape the Future of Wealth Management
FNZ is the global platform provider transforming the way wealth managers, insurers, banks and asset managers deliver investment solutions to their clients. We partner with some of the world's leading financial institutions to provide technology, infrastructure and investment operations that enable wealth management at scale.
We're looking for a talented Consultant – Figaro to join our Asset Management Infrastructure (AMI) Consultancy team. This is a highly visible, client-facing role where you'll act as a trusted advisor to wealth management clients, helping them maximise the value of the FNZ Figaro platform through consultancy, business analysis, implementation support and ongoing guidance.
If you're passionate about solving complex business challenges, working closely with clients and applying your expertise in wealth management technology, we'd love to hear from you.
The Opportunity
As a Consultant, you'll play a pivotal role in supporting both existing and new FNZ clients throughout the full client lifecycle. Acting as a subject matter expert in Figaro, you'll work with stakeholders to understand business requirements, support platform implementations, deliver training and provide expert advice on system capabilities and best practice.
You'll bridge the gap between business and technology, working closely with clients, development teams and internal stakeholders to ensure successful outcomes are delivered.
Key Responsibilities
Client Consultancy & Relationship Management
-
Act as the primary point of contact for clients on day-to-day Figaro queries and platform usage.
-
Present and demonstrate Figaro capabilities to clients and prospective customers.
-
Build strong relationships with client stakeholders, becoming a trusted advisor on platform functionality and best practice.
-
Support Client Relationship Managers with demonstrations, sales activities and initiatives that promote adoption of FNZ solutions.
Business Analysis & Requirements Gathering
-
Lead business analysis activities across client projects.
-
Facilitate workshops and discussions to elicit, analyse and document business requirements.
-
Translate client needs into clear, structured requirements for development teams.
-
Act as the key liaison between clients and internal FNZ teams throughout delivery initiatives.
Platform Implementation & Support
-
Support clients in implementing new and existing Figaro functionality.
-
Recommend process improvements and advise on platform configuration and data changes.
-
Assess the impact of changes to third-party systems and business processes.
-
Assist clients with troubleshooting, issue diagnosis and identifying practical workarounds where required.
Training, Knowledge Transfer & Continuous Improvement
-
Deliver client training programmes and knowledge transfer sessions.
-
Conduct documentation reviews, walkthroughs and internal knowledge sharing activities.
-
Provide feedback to FNZ product, development and documentation teams on client usage patterns and emerging requirements.
-
Promote continuous improvement and contribute to enhancing client outcomes and platform adoption.
What We're Looking For
Essential Experience
-
Experience within a consulting, business analysis, development or similar client-facing environment.
-
Strong knowledge and experience of the FNZ Figaro platform.
-
Experience within wealth management, investments, pensions, life insurance or wider financial services.
-
Strong requirements gathering and business analysis capabilities.
-
Understanding of the regulatory environment in which FNZ and its clients operate.
-
Proven experience working directly with customers and stakeholders.
-
Strong analytical, problem-solving and data interpretation skills.
-
Excellent organisational, administration and time management skills.
-
Outstanding written and verbal communication skills.
-
Self-motivated, delivery focused and comfortable working independently.
Desirable
-
SQL knowledge and experience.
-
Additional client-facing consultancy experience.
-
Experience supporting software implementations or platform change projects.
-
Knowledge of investment operations and wealth management processes.
Why Join FNZ?
-
Become a recognised expert in one of the UK's leading wealth management platforms.
-
Work directly with wealth managers, investment firms and financial institutions.
-
Gain exposure to a wide variety of consulting, business analysis and implementation projects.
-
Build expertise across technology, operations and financial services.
-
Join a collaborative and highly experienced team with excellent opportunities for career development.
-
Be part of a global FinTech organisation shaping the future of wealth management.
About FNZ
FNZ is committed to opening up wealth, helping everyone, everywhere invest in their future. Through our global wealth management platform, we combine technology, investment operations and expertise to help financial institutions deliver exceptional outcomes for their customers.
Interested in helping clients unlock the full potential of the FNZ Figaro platform? Apply today and join FNZ as a Consultant – Figaro.
#LI-CW1
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
