Management Consultant Financial Services (Investment Wealth Life and Pensions)

Capco; Greater London; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

A financial services consulting firm is seeking a Management Consultant in the UK to deliver platform-led changes across Wealth Management and Pensions. The role requires expertise in advising clients on platform requirements and operational structures, with a focus on driving impactful solutions. Candidates should have experience in consultancy roles within financial services, particularly pensions or wealth management. This position offers a hybrid working model combined with a comprehensive benefits package.

Benefits

Discretionary bonus

Competitive pension

Health insurance

Life insurance

Flexible annual leave

Continuous learning opportunities

Online GP services

Qualifications

• Experience working in consultancy or internal change roles in financial services ideally in pensions or wealth management.
• Knowledge of investment platforms and related operational regulatory and product structures.
• Strong written and verbal communication skills to support documentation and stakeholder engagement.

Responsibilities

• Advise clients on proposition and platform requirements.
• Support Target Operating Model design integrating platform functionality.
• Deliver quality assurance documentation and knowledge transfer.

Skills

Experience in consultancy or internal change roles

Knowledge of investment platforms

Strong communication skills

Job description

Overview

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

The Role

As a Management Consultant at Capco you'll work with leading financial institutions to deliver platform-led change across Wealth Management and Pensions. From proposition design and Target Operating Model definition to client training and platform configuration you'll be a trusted advisor in shaping solutions that support regulatory compliance, operational excellence and strategic growth. You'll combine your sector knowledge with consulting expertise to drive real impact for our clients.

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

Benefits

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; take your pick of workshops, certifications, e-learning—your growth your way. Also Business Coach assigned from Day One: Get one-on-one guidance to fast-track your goals and accelerate your development.
• Healthcare Access: Convenient online GP services.
• Extra Perks: Gympass (Wellhub), 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’ll be happy to help. We welcome applicants from all backgrounds. At Capco we value the difference you make and the differences that make you. Our #BeYourselfAtWork culture champions diversity, equity and inclusivity and we bring a collaborative mindset to our partnerships with clients and colleagues. #BeYourselfAtWork is the cornerstone of our success and a value that our employees live and breathe every day.

Required Experience:

Contract

Key Skills

Anti Money Laundering, Dynamics AX, Editorial, Gems Jewellery, Accounts Reconciliation, Information Technology

Employment Type:

Full Time

Experience:

years

Vacancy:

1