At a Glance
- Tasks: Support clients using the FNZ Figaro platform, from onboarding to ongoing assistance.
- Company: Join FNZ, a leader in wealth management technology and innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on continuous improvement and client success.
- Why this job: Make a real impact by helping clients navigate their wealth management journey.
- Qualifications: Experience in consulting or analysis, strong communication, and problem-solving skills.
The predicted salary is between 50000 - 65000 £ per year.
The Asset Management Infrastructure division at FNZ includes a dedicated Consultancy team responsible for supporting existing wealth management clients using the FNZ Figaro platform and assisting with the onboarding of new clients. Consultants play a key role in providing expertise across the full lifecycle of client engagement, from requirement gathering through to implementation, training, and ongoing support.
Core Responsibilities
- Presenting and explaining existing FNZ capabilities to clients.
- Capturing and documenting client use cases and requirements.
- Implementing new and existing FNZ functionality on client environments.
- Demonstrating how FNZ functionality supports client regulatory obligations.
- Delivering client training programmes and facilitating knowledge transfer.
- Assisting FNZ development teams by clarifying client needs and expectations.
- Conducting internal and client‑facing documentation reviews and walkthroughs.
- Helping clients diagnose issues and providing workarounds where needed while defects are resolved.
- Providing insights to development and documentation teams on how clients use Figaro in practice.
Role Requirements
This role is suited to individuals who:
- Are strong problem solvers, comfortable interpreting complexity and navigating evolving situations.
- Demonstrate excellent communication skills and professional presence.
- Possess strong technology, analytical, and data interpretation skills.
- Thrive in environments with high levels of client and stakeholder interaction.
- Hold a broad understanding of wealth management practices.
Team Responsibilities
The Consultancy Team within AMI delivers a range of high‑value services to both existing and prospective FNZ clients. Key responsibilities include:
- Acting as subject‑matter experts on Figaro, providing insight into system capabilities through walkthroughs, demonstrations, training sessions, and discussion of potential solutions to business requirements.
- Supporting client project processes, including the implementation of FNZ functionality and assessing the impact of changes to third‑party systems.
- Working as skilled business analysts to elicit, interpret, and document requirements for development projects—serving as the bridge between clients and development teams.
- Providing business‑as‑usual support by diagnosing user issues, explaining system behaviors, and advising on standard configuration changes and processes.
Role Responsibilities
- Serve as the primary contact for clients regarding general Figaro queries.
- Lead business analysis activities across projects, capturing and documenting stakeholder requirements.
- Support clients in deploying Figaro functionality, including recommending process changes and performing or advising on configuration and data updates.
- Act as liaison between client stakeholders and FNZ teams throughout development initiatives.
- Assist clients with daily Figaro use, including troubleshooting issues and suggesting alternative solutions.
- Provide feedback to FNZ teams on client usage patterns and future plans.
- Support the Client Relationship Manager with demos, sales activities, and other initiatives that promote adoption of Figaro and FNZ services.
Experience Required
- Experience in a consulting, analysis or development environment.
- Figaro experience is essential.
- General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
- An understanding of the regulatory environment FNZ operate within.
- Proven track record in delivery/consulting environment with financial services/wealth market.
- Be able to evidence establishing an environment of continuous improvement and capability development.
- Confident, and able to take initiative given client– and delivery-focused environment.
- Independent, self-directing and delivery focused working style.
- Superior analytical thinking.
- Commercially aware.
- Excellent organizational, administration and time management skills.
- Good team communication skills, confident in dealing with internal and external clients.
- Highly developed written and oral communication skills.
Nice to Have
- SQL skills
- Client facing experience
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$2.4 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.
Solution Consultant (Figaro) employer: FNZ
At FNZ, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture, where every team member is empowered to make a meaningful impact from day one. Our commitment to employee growth is reflected in our global career opportunities and the emphasis we place on individual contributions over tenure, ensuring that your hard work is recognised and rewarded. Located in a vibrant environment, you will collaborate with diverse, expert teams while enjoying flexible working arrangements that cater to both professional and personal needs.
StudySmarter Expert Advice🤫
We think this is how you could land Solution Consultant (Figaro)
✨Tip Number 1
Get to know the FNZ Figaro platform inside out! Familiarise yourself with its features and capabilities so you can confidently discuss how it meets client needs during interviews. This will show you're not just interested in the role, but that you’re ready to hit the ground running.
✨Tip Number 2
Practice your problem-solving skills! Think of real-life scenarios where you've tackled complex issues, especially in a consulting or client-facing environment. Be ready to share these examples in your interviews to demonstrate your analytical thinking and ability to navigate challenges.
✨Tip Number 3
Brush up on your communication skills! Since this role involves a lot of client interaction, practice explaining technical concepts in simple terms. You want to come across as approachable and knowledgeable, making it easy for clients to understand how FNZ can support their needs.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the FNZ team and are keen to contribute to our mission of making wealth management accessible for everyone.
We think you need these skills to ace Solution Consultant (Figaro)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Solution Consultant role. Highlight your experience with Figaro and any relevant consulting or analysis work you've done. We want to see how your skills align with what we’re looking for!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, it’s crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and don’t forget to mention any experience you have in delivering training or presentations.
Highlight Problem-Solving Abilities:We love problem solvers! In your application, share examples of how you've tackled complex issues in previous roles. This will show us that you can navigate the evolving situations we often face in the consultancy team.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about FNZ and what we stand for.
How to prepare for a job interview at FNZ
✨Know Your Figaro Inside Out
Make sure you have a solid understanding of the FNZ Figaro platform. Familiarise yourself with its functionalities and how it supports wealth management practices. Be ready to discuss specific use cases and how you've helped clients navigate the platform in the past.
✨Showcase Your Problem-Solving Skills
Prepare examples that highlight your ability to tackle complex issues. Think about times when you've had to interpret client needs or troubleshoot problems. This role requires strong analytical thinking, so be ready to demonstrate how you approach challenges.
✨Communicate Like a Pro
Since this role involves a lot of client interaction, practice your communication skills. Be clear and concise when explaining technical concepts. You might even want to do a mock interview with a friend to refine your delivery and ensure you come across as confident and professional.
✨Understand the Regulatory Landscape
Brush up on the regulatory environment that FNZ operates within. Being able to discuss how FNZ functionality aligns with regulatory obligations will show that you’re not just technically savvy but also aware of the broader context in which the company operates.
