Management Consultant - Financial Services (Investment / Wealth/ Life and Pensions)

Capco; City Of London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A consulting firm is seeking a Management Consultant specialized in financial services to advise clients on investment platforms. Candidates should have experience in consultancy with strong knowledge of investment operations. The role offers a competitive benefits package including a discretionary bonus, health insurance, and extensive training opportunities.

Benefits

Discretionary bonus

Health insurance

Gympass

Travel insurance

Competitive pension

Continuous learning and training

Qualifications

• Experience in consultancy or internal change in financial services.
• Strong knowledge of investment platforms and related structures.
• Experience implementing platforms at major institutions.

Responsibilities

• Advise clients on platform requirements based on market expertise.
• Lead the Model Wealth Solution configuration process.
• Provide ongoing platform advisory services.

Skills

Consultancy experience

Knowledge of investment platforms

Communication skills

Regulatory knowledge

Project delivery experience

Job description

Overview

Management Consultant – Financial Services (Investment / Wealth / Life and Pensions) | UK - London

Management Consultant – Wealth Platforms | Location: Glasgow, Edinburgh or London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent

Help shape platform solutions at the heart of financial services transformation

What You’ll Do

• Advise clients on proposition and platform requirements, drawing on market expertise and regulatory knowledge.
• Support Target Operating Model design, integrating platform functionality with investment operations and client processes.
• Lead the Model Wealth Solution (MWS) configuration process for platform implementations.
• Deliver quality assurance, documentation, and knowledge transfer to support effective change delivery.
• Provide ad-hoc consultancy, training, and ongoing platform advisory services.

What We’re Looking For

• Experience working in consultancy or internal change roles in financial services, ideally pensions or wealth management.
• Knowledge of investment platforms and related operational, regulatory, and product structures.
• Experience implementing platforms at major institutions or with technology providers.
• Familiarity with Model Wealth Solution and ability to lead platform configuration.
• Strong written and verbal communication skills to support documentation and stakeholder engagement.

Bonus Points For

• Experience in proposition definition, TOM design, or bespoke platform requirements gathering.
• Background in regulatory advisory related to platforms or investment operations.
• Experience delivering platform training or knowledge transfer services.
• Consulting experience across both bespoke and off-the-shelf platform implementations.
• Exposure to quality assurance processes within a project delivery environment.

Why Join Capco

• Deliver high-impact technology solutions for Tier 1 financial institutions
• Work in a collaborative, flat, and entrepreneurial consulting culture
• Access continuous learning, training, and industry certifications
• Be part of a team shaping the future of digital financial services
• Help shape the future of digital transformation across FS & Energy
• We offer a competitive, people-first benefits package designed to support every aspect of your life

Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.

Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house first aiders.

Family-Friendly: Maternity, adoption, shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement.

Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.

Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.

Continuous Learning: Minimum 40 Hours of Training Annually: workshops, certifications, e-learning—your growth, your way. A Business Coach is assigned from Day One to guide development.

Healthcare Access: Convenient online GP services.

Extra Perks: Gympass, travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance.

Inclusion at Capco

We’re committed to a barrier-free, inclusive recruitment process. If you need any adjustments at any stage, just let us know. We welcome applicants from all backgrounds. Capco’s #BeYourselfAtWork culture champions diversity, equity and inclusivity.

Apply for this job – applications via Capco careers portal. This posting includes the responsibilities and qualifications as described above.