Financial Services Consultant

4 weeks ago

London, Greater London, United Kingdom FNZ Group Full time

About the Role

The FNZ Group is seeking a highly skilled Financial Services Consultant to join our team. As a Consultant, you will be responsible for providing expert advice and guidance to our clients on a range of financial services products and solutions.

Key Responsibilities

  • Act as primary point of contact for clients in relation to general Figaro queries.
  • Act as lead business analyst on small and medium projects to gather and document requirements from project stakeholders.
  • Assist clients in the implementation of Figaro functionality, recommending process changes and either recommending or performing configuration and data updates.
  • Act as liaison between client stakeholders and FNZ staff during development projects.
  • Support clients in their day-to-day use of Figaro, for example triaging issues and suggesting alternative solutions.
  • Provide feedback to other FNZ departments on how clients utilise Figaro, and what plans they have for the future.
  • Assist the Client Relationship Manager in demo, sales, and other activities to preserve and extend the client's use of Figaro and FNZ services generally.

Requirements

  • Experience in a consulting, analysis or development environment.
  • General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate.
  • FNZ Platform expertise, including being an SME in one or more Figaro area.
  • An understanding of the regulatory environment FNZ operate within.
  • 3+ years of experience in a delivery/consulting environment in the financial services/wealth market.

About FNZ

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help people achieve their financial goals through our unique combination of technology leadership, innovation and asset servicing.

Our services enable our clients to provide best-in-class wealth management solutions to financial advisers, end-investors and the workplace. We pride ourselves on creating solutions that are flexible, transparent and scalable, reflecting the latest market, demographic and regulatory trends worldwide.

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