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.
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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.
