Wealth Tech Solution Consultant (Remote/Hybrid)

Consult; Newcastle upon Tyne; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

FNZ is seeking a Solution Consultant - Figaro to join its Asset Management Infrastructure Consultancy team. This UK-wide, hybrid/remote role involves acting as a trusted advisor to wealth management clients, enabling successful platform implementations and ongoing guidance.

You will lead business analysis across projects, gather requirements, and translate them for development teams, while training clients and promoting platform adoption.

Qualifications

• Experience in a consulting, business analysis, development or similar client-facing environment.
• Strong knowledge of the FNZ Figaro platform.
• Experience in 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Skills

Client-facing experience

Figaro platform knowledge

Wealth management domain

Requirements gathering

Regulatory awareness

Stakeholder management

Communication skills

Independent working

Tools

SQL

Job description

FNZ is seeking a Solution Consultant - Figaro to join its Asset Management Infrastructure Consultancy team. This UK-wide, hybrid/remote role involves acting as a trusted advisor to wealth management clients, enabling successful platform implementations and ongoing guidance.

You will lead business analysis across projects, gather requirements, and translate them for development teams, while training clients and promoting platform adoption.