Transfers Officer 9 month FTC Edinburgh Hybrid £Competitive + excellent benefits + career progression We're looking for a Transfers Officer to join FNZ's Investment Operations team in Edinburgh. In this role, you'll manage the end-to-end process of assets transferring on and off the FNZ platform, ensuring accuracy, compliance, and outstanding client service. What you'll be doing: You'll play a key role in making sure assets move efficiently and accurately, liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience.Your responsibilities will include: Managing all transfer processes via electronic and paper methods Transferring platform holdings in and out of FNZ custody on a daily basis Issuing stock transfer forms and working with electronic transfer solutions for re-registration Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions Investigating transfer requests and resolving client queries Liaising with counterparties to agree trade and settlement instructions Monitoring fund manager reports daily and taking action where needed Supporting inbound calls from corporate clients and plan managers Reporting team MI and supporting continuous process improvement What we're looking for: You'll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is beneficial but not essential - full training will be provided.Key skills and attributes: Degree educated (or equivalent experience) Strong customer service background (retail, contact centre, or similar) Proficient in Excel and data analysis Excellent communication and interpersonal skills Able to work accurately and meet deadlines Strong attention to detail and problem-solving ability Knowledge of financial services and FCA regulations (desirable)At FNZ, you'll gain unique exposure to investment operations in a fast-paced, high-growth FinTech.We offer: Competitive salary Private health and life insurance, plus additional benefits Fully funded training and development opportunities Paid parental and volunteer leave Cycle-to-work scheme and wellbeing benefits Hybrid and flexible working options Career progression based on impact, not tenure Opportunities for global mobility across FNZ offices worldwide A collaborative, supportive, and motivating work environmentApply now to become a Transfers Officer at FNZ. 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$2.2 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.
Dec 12, 2025
Full time
Transfers Officer 9 month FTC Edinburgh Hybrid £Competitive + excellent benefits + career progression We're looking for a Transfers Officer to join FNZ's Investment Operations team in Edinburgh. In this role, you'll manage the end-to-end process of assets transferring on and off the FNZ platform, ensuring accuracy, compliance, and outstanding client service. What you'll be doing: You'll play a key role in making sure assets move efficiently and accurately, liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience.Your responsibilities will include: Managing all transfer processes via electronic and paper methods Transferring platform holdings in and out of FNZ custody on a daily basis Issuing stock transfer forms and working with electronic transfer solutions for re-registration Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions Investigating transfer requests and resolving client queries Liaising with counterparties to agree trade and settlement instructions Monitoring fund manager reports daily and taking action where needed Supporting inbound calls from corporate clients and plan managers Reporting team MI and supporting continuous process improvement What we're looking for: You'll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is beneficial but not essential - full training will be provided.Key skills and attributes: Degree educated (or equivalent experience) Strong customer service background (retail, contact centre, or similar) Proficient in Excel and data analysis Excellent communication and interpersonal skills Able to work accurately and meet deadlines Strong attention to detail and problem-solving ability Knowledge of financial services and FCA regulations (desirable)At FNZ, you'll gain unique exposure to investment operations in a fast-paced, high-growth FinTech.We offer: Competitive salary Private health and life insurance, plus additional benefits Fully funded training and development opportunities Paid parental and volunteer leave Cycle-to-work scheme and wellbeing benefits Hybrid and flexible working options Career progression based on impact, not tenure Opportunities for global mobility across FNZ offices worldwide A collaborative, supportive, and motivating work environmentApply now to become a Transfers Officer at FNZ. 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$2.2 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.
Payments & Settlements Officer Edinburgh Permanent Hybrid £Competitive + paid overtime We're hiring a Cash Payments & Settlements Officer to join our Investment Operations team. This is a brilliant opportunity to build experience in the heart of our trade settlement and payments function - supporting both institutional and retail clients on our market-leading wealth management platform. What you'll be doing: As a Cash Payments & Settlements Officer, you'll play a key role in the timely and accurate movement of client funds across a variety of financial transactions - including trade settlements, and client drawdowns. Your work will help ensure FNZ delivers an efficient and compliant service that protects client assets and supports our regulatory responsibilities.In this fast-paced, team-based environment, your key duties will include: Settling trades accurately and on time Ensuring funds are correctly repatriated to client accounts on a daily basis Monitoring debtor and creditor balances and taking action to clear aged items Generating and reviewing FSA Client Money Calculations Managing open control account items and ensuring ledger accuracy Processing client payroll drawdowns where required Investigating and resolving complex payment or settlement issues Supporting continual process improvement and risk mitigationYou'll receive full onboarding and support, with opportunities to work across different teams and functions as you grow in your role. What we're looking for: This role would suit someone with an eye for detail, a commitment to accuracy, and an interest in financial operations or investment administration. You'll be working with internal teams and external providers, so strong communication skills and a collaborative mindset are key.To succeed, you'll bring: Experience in a financial operations, cash, or settlements role (preferred) Strong attention to detail and reconciliation skills Confident use of Excel and financial systems A proactive and organised approach to managing tasks and priorities An understanding of FCA CASS rules (desirable) A problem-solving mindset and willingness to take ownership A team-first attitude and eagerness to learnAt FNZ, you'll be part of a global fintech leader shaping the future of wealth management. We combine technology, operations, and investment expertise to help millions of people invest in their future.Here's what you can expect: Competitive salary and paid overtime Hybrid working and flexible hours Private medical and life insurance Cycle to work and wellbeing schemes Paid training and career development support Global mobility and internal progression pathways Friendly, inclusive team cultureApply today to become a Cash Payments & Settlements Officer at FNZ 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$2.2 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.
Dec 12, 2025
Full time
Payments & Settlements Officer Edinburgh Permanent Hybrid £Competitive + paid overtime We're hiring a Cash Payments & Settlements Officer to join our Investment Operations team. This is a brilliant opportunity to build experience in the heart of our trade settlement and payments function - supporting both institutional and retail clients on our market-leading wealth management platform. What you'll be doing: As a Cash Payments & Settlements Officer, you'll play a key role in the timely and accurate movement of client funds across a variety of financial transactions - including trade settlements, and client drawdowns. Your work will help ensure FNZ delivers an efficient and compliant service that protects client assets and supports our regulatory responsibilities.In this fast-paced, team-based environment, your key duties will include: Settling trades accurately and on time Ensuring funds are correctly repatriated to client accounts on a daily basis Monitoring debtor and creditor balances and taking action to clear aged items Generating and reviewing FSA Client Money Calculations Managing open control account items and ensuring ledger accuracy Processing client payroll drawdowns where required Investigating and resolving complex payment or settlement issues Supporting continual process improvement and risk mitigationYou'll receive full onboarding and support, with opportunities to work across different teams and functions as you grow in your role. What we're looking for: This role would suit someone with an eye for detail, a commitment to accuracy, and an interest in financial operations or investment administration. You'll be working with internal teams and external providers, so strong communication skills and a collaborative mindset are key.To succeed, you'll bring: Experience in a financial operations, cash, or settlements role (preferred) Strong attention to detail and reconciliation skills Confident use of Excel and financial systems A proactive and organised approach to managing tasks and priorities An understanding of FCA CASS rules (desirable) A problem-solving mindset and willingness to take ownership A team-first attitude and eagerness to learnAt FNZ, you'll be part of a global fintech leader shaping the future of wealth management. We combine technology, operations, and investment expertise to help millions of people invest in their future.Here's what you can expect: Competitive salary and paid overtime Hybrid working and flexible hours Private medical and life insurance Cycle to work and wellbeing schemes Paid training and career development support Global mobility and internal progression pathways Friendly, inclusive team cultureApply today to become a Cash Payments & Settlements Officer at FNZ 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$2.2 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.
Role Description This role profile covers FNZ's wealth and bank propositions. This role requires experience in providing compliance consultancy to relation to FCA/PRA requirements for banks/wealth clients. The role will require engagement with clients' 2LOD teams providing assurance of 2LOD oversight of their business proposition with FNZ and maintaining awareness of material compliance issues affecting those clients and the first line activity in relation to addressing those issues. Specific Role Responsibilities Compliance Culture To assist senior management to promote the compliance culture of FNZ ('the Company'), in particular promoting the understanding of regulatory obligations. To provide training to the business as required. To attend governance meetings as required. Compliance Consultancy To provide in-depth advice to the Company on FCA, HMRC and other applicable regulations and legislation in connection with the Company's regulated and administrative activities. To provide regulatory advice in connection with business propositions. To provide compliance support to projects as required. To review risk events, confirm rule references and advise, as required, on action to be taken to rectify any breaches of the FCA's Rules and where necessary, HMRC and other regulations. Regulatory Compliance Policy To assist the business to meet the minimum standards of the Regulatory Compliance Policy Reviewing and updating the Regulatory Compliance Policy and supporting policies to ensure continued compliance with regulatory requirements. Client Relationship Management with 2LOD Counterparties To build relationships with the Company's clients' 2LOD functions. To provide 2LOD Compliance oversight of the business in connection with specified clients ensuring familiarity with key client risks and issues. To undertake risk trend analysis as required in connection with specified clients. To maintain awareness of functionality change delivery and approve releases on behalf of 2LOD for specified clients. Compliance Monitoring Plan (CMP) To assist in carrying out the Compliance Monitoring Plan if required. This may include carrying out reviews; assisting with reviews e.g. sampling or carrying out side by sides; or overseeing the reviews being carried out. To carry out analysis of risk event trends in relation to functions/ specified clients and carry out deep dive investigations/monitoring on areas where trend analysis has highlighted potential problems. Regulatory Developments To assist the Regulatory Developments section of the Compliance team by providing input where required into regulatory change impact assessments and assisting clients where required in relation to those regulatory changes. External Liaison To prepare reports and liaise with clients on compliance matters. To liaise with auditors and consultants on compliance matters where required. Governance meetings To assist in the preparation of Committee papers. To attend Governance meetings as required. Team working To share ideas to enhance cross-team learning and business development. To build and maintain relationships with internal and external parties. To support the team's efforts to succeed. Maintaining operational and company standards To support the Company's goals and values. To encourage and drive quality and continuous improvement of processes used across the business. To ensure practices are compliant with regulatory bodies' expectations. Personal Effectiveness The ability to build relationships with clients and within the Company. The ability to prioritise and manage service delivery targets within tight constraints. To take ownership for workload and be proactive in approach. Strong communication skills, using appropriate language and style of communication that is relevant to the situation and circumstances to influence. To demonstrate sufficient self-awareness to identify personal strengths and areas for development. Ability to analyse and problem solve. Calm, reasonable and professional manner. Ability to work under pressure. Flexible to change, eager to improve and develop new skills. Experience required Significant previous experience in a regulatory role that enables you to support the clients' propositions. Detailed knowledge of the FCA Handbook particularly SYSC, CASS, COBS and COLL rules and HMRC requirements and how they apply to the operational environment. Good knowledge of appropriate European Directives. Experience of both front and back office investment operations functions an advantage gained through a compliance function Professional or industry qualification. Excellent communication, relationship management and influencing skills. Ability to build and maintain effective internal and external relationships. Ability to analyse, present and report regulatory information to senior stakeholders in a clear and concise manner. 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$2.2 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.
Dec 10, 2025
Full time
Role Description This role profile covers FNZ's wealth and bank propositions. This role requires experience in providing compliance consultancy to relation to FCA/PRA requirements for banks/wealth clients. The role will require engagement with clients' 2LOD teams providing assurance of 2LOD oversight of their business proposition with FNZ and maintaining awareness of material compliance issues affecting those clients and the first line activity in relation to addressing those issues. Specific Role Responsibilities Compliance Culture To assist senior management to promote the compliance culture of FNZ ('the Company'), in particular promoting the understanding of regulatory obligations. To provide training to the business as required. To attend governance meetings as required. Compliance Consultancy To provide in-depth advice to the Company on FCA, HMRC and other applicable regulations and legislation in connection with the Company's regulated and administrative activities. To provide regulatory advice in connection with business propositions. To provide compliance support to projects as required. To review risk events, confirm rule references and advise, as required, on action to be taken to rectify any breaches of the FCA's Rules and where necessary, HMRC and other regulations. Regulatory Compliance Policy To assist the business to meet the minimum standards of the Regulatory Compliance Policy Reviewing and updating the Regulatory Compliance Policy and supporting policies to ensure continued compliance with regulatory requirements. Client Relationship Management with 2LOD Counterparties To build relationships with the Company's clients' 2LOD functions. To provide 2LOD Compliance oversight of the business in connection with specified clients ensuring familiarity with key client risks and issues. To undertake risk trend analysis as required in connection with specified clients. To maintain awareness of functionality change delivery and approve releases on behalf of 2LOD for specified clients. Compliance Monitoring Plan (CMP) To assist in carrying out the Compliance Monitoring Plan if required. This may include carrying out reviews; assisting with reviews e.g. sampling or carrying out side by sides; or overseeing the reviews being carried out. To carry out analysis of risk event trends in relation to functions/ specified clients and carry out deep dive investigations/monitoring on areas where trend analysis has highlighted potential problems. Regulatory Developments To assist the Regulatory Developments section of the Compliance team by providing input where required into regulatory change impact assessments and assisting clients where required in relation to those regulatory changes. External Liaison To prepare reports and liaise with clients on compliance matters. To liaise with auditors and consultants on compliance matters where required. Governance meetings To assist in the preparation of Committee papers. To attend Governance meetings as required. Team working To share ideas to enhance cross-team learning and business development. To build and maintain relationships with internal and external parties. To support the team's efforts to succeed. Maintaining operational and company standards To support the Company's goals and values. To encourage and drive quality and continuous improvement of processes used across the business. To ensure practices are compliant with regulatory bodies' expectations. Personal Effectiveness The ability to build relationships with clients and within the Company. The ability to prioritise and manage service delivery targets within tight constraints. To take ownership for workload and be proactive in approach. Strong communication skills, using appropriate language and style of communication that is relevant to the situation and circumstances to influence. To demonstrate sufficient self-awareness to identify personal strengths and areas for development. Ability to analyse and problem solve. Calm, reasonable and professional manner. Ability to work under pressure. Flexible to change, eager to improve and develop new skills. Experience required Significant previous experience in a regulatory role that enables you to support the clients' propositions. Detailed knowledge of the FCA Handbook particularly SYSC, CASS, COBS and COLL rules and HMRC requirements and how they apply to the operational environment. Good knowledge of appropriate European Directives. Experience of both front and back office investment operations functions an advantage gained through a compliance function Professional or industry qualification. Excellent communication, relationship management and influencing skills. Ability to build and maintain effective internal and external relationships. Ability to analyse, present and report regulatory information to senior stakeholders in a clear and concise manner. 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$2.2 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.
The Solution Consultant is a critical role within the Solution Consulting team, providing leadership, subject-matter expertise, and high-quality consulting services to FNZ's clients. The role supports the successful design, configuration and delivery of FNZ's platform solutions, while ensuring outcomes are aligned to customer needs, regulatory expectations and FNZ's strategic objectives. Key Areas of Accountability The Solution Consultant will: Maintain up-to-date knowledge of the asset management industry, including current trends and future market direction. Present and clearly articulate FNZ capability to customers and internal stakeholders. Define, validate and challenge project scope to ensure clarity and feasibility. Capture and document customer business outcomes, translating them into requirements, solution designs and agreed Joint Target Operating Models (JTOMs). Lead platform integration design activities. Provide business transformation support and consulting services across a range of client initiatives. Advise clients on relevant regulations and platform compliance requirements. Deliver customer training programmes and facilitate knowledge transfer. Configure the FNZ platform and execute the Model Wealth Solution (MWS) configuration process. Support seamless handovers to Analysts and Developers. Conduct functional reviews and TDD walkthroughs. Define business readiness processes and agree appropriate SLAs. Perform defect verification activities as part of solution assurance. Role Profile This role requires individuals who: Are consistently solution-focused and execution-driven. Can navigate complex, fast-moving environments with confidence. Possess strong technology, analytical and data interpretation skills. Demonstrate ownership and accountability for delivering high-quality customer outcomes. Are comfortable with extensive customer and stakeholder engagement across all levels. Team Responsibilities The Solution Consulting team provides high-value services to both existing and prospective FNZ clients. This includes: Leading platform configuration and running the FNZ Model Wealth Solution process for new implementations. Supporting the sales function by sizing and shaping new project opportunities. Delivering consulting assignments across proposition definition, TOM design, business transformation, training, knowledge transfer and bespoke requirements. Translating client business outcomes into clear, structured documentation to support delivery teams. Working closely with Business Readiness, Operations and Production Support teams to ensure compliant, robust and scalable services post-implementation. Specific Role Responsibilities Provide leadership and support for aligned client projects, building capability within the team and fostering continuous improvement. Partner with customers and internal stakeholders to define proposition and product requirements, applying deep knowledge of FNZ platform capabilities. Provide expert advice on platform Target Operating Models and best-practice operational design. Lead the MWS configuration process and ensure all configuration points are accurately captured in service documentation. Own the solution for any bespoke customer requirements, ensuring these are fully met. Conduct quality assurance and peer reviews of solution documentation. Deliver customer training and knowledge transfer. Provide consultancy support across other FNZ clients and strategic projects. Maintain strong awareness of the regulatory landscape and advise customers on compliant platform delivery. Act as an SME on the platform and market, providing training and insight across the wider FNZ business. Experience Requirements Preferred Industry Knowledge Experience in consulting, analysis or solution architecture roles. Knowledge of investment, wealth, life and/or pensions products and markets. FNZ Platform expertise, including SME capability in at least four functional areas. Understanding of relevant regulatory environments and forthcoming changes. Minimum 3+ years' experience in a delivery or consulting role within financial services or the wealth sector. Required Skills & Attributes A first-class degree or equivalent professional experience. Strong business analysis or consulting background. Demonstrable experience fostering continuous improvement and capability development. Confident, proactive and able to take initiative in client-focused environments. Independent, self-directing and delivery-focused working style. Commercial awareness with strong analytical and problem-solving skills. Excellent organisational, communication and stakeholder-management skills. Highly developed written and verbal communication skills. Strong technical literacy and intermediate computer skills. Closing Statement Applications for this role will be reviewed on an ongoing basis, with a closing date of Thursday, 12 December . We encourage early applications, as screening and interviews may begin ahead of the closing date. 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$2.2 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.
Dec 09, 2025
Full time
The Solution Consultant is a critical role within the Solution Consulting team, providing leadership, subject-matter expertise, and high-quality consulting services to FNZ's clients. The role supports the successful design, configuration and delivery of FNZ's platform solutions, while ensuring outcomes are aligned to customer needs, regulatory expectations and FNZ's strategic objectives. Key Areas of Accountability The Solution Consultant will: Maintain up-to-date knowledge of the asset management industry, including current trends and future market direction. Present and clearly articulate FNZ capability to customers and internal stakeholders. Define, validate and challenge project scope to ensure clarity and feasibility. Capture and document customer business outcomes, translating them into requirements, solution designs and agreed Joint Target Operating Models (JTOMs). Lead platform integration design activities. Provide business transformation support and consulting services across a range of client initiatives. Advise clients on relevant regulations and platform compliance requirements. Deliver customer training programmes and facilitate knowledge transfer. Configure the FNZ platform and execute the Model Wealth Solution (MWS) configuration process. Support seamless handovers to Analysts and Developers. Conduct functional reviews and TDD walkthroughs. Define business readiness processes and agree appropriate SLAs. Perform defect verification activities as part of solution assurance. Role Profile This role requires individuals who: Are consistently solution-focused and execution-driven. Can navigate complex, fast-moving environments with confidence. Possess strong technology, analytical and data interpretation skills. Demonstrate ownership and accountability for delivering high-quality customer outcomes. Are comfortable with extensive customer and stakeholder engagement across all levels. Team Responsibilities The Solution Consulting team provides high-value services to both existing and prospective FNZ clients. This includes: Leading platform configuration and running the FNZ Model Wealth Solution process for new implementations. Supporting the sales function by sizing and shaping new project opportunities. Delivering consulting assignments across proposition definition, TOM design, business transformation, training, knowledge transfer and bespoke requirements. Translating client business outcomes into clear, structured documentation to support delivery teams. Working closely with Business Readiness, Operations and Production Support teams to ensure compliant, robust and scalable services post-implementation. Specific Role Responsibilities Provide leadership and support for aligned client projects, building capability within the team and fostering continuous improvement. Partner with customers and internal stakeholders to define proposition and product requirements, applying deep knowledge of FNZ platform capabilities. Provide expert advice on platform Target Operating Models and best-practice operational design. Lead the MWS configuration process and ensure all configuration points are accurately captured in service documentation. Own the solution for any bespoke customer requirements, ensuring these are fully met. Conduct quality assurance and peer reviews of solution documentation. Deliver customer training and knowledge transfer. Provide consultancy support across other FNZ clients and strategic projects. Maintain strong awareness of the regulatory landscape and advise customers on compliant platform delivery. Act as an SME on the platform and market, providing training and insight across the wider FNZ business. Experience Requirements Preferred Industry Knowledge Experience in consulting, analysis or solution architecture roles. Knowledge of investment, wealth, life and/or pensions products and markets. FNZ Platform expertise, including SME capability in at least four functional areas. Understanding of relevant regulatory environments and forthcoming changes. Minimum 3+ years' experience in a delivery or consulting role within financial services or the wealth sector. Required Skills & Attributes A first-class degree or equivalent professional experience. Strong business analysis or consulting background. Demonstrable experience fostering continuous improvement and capability development. Confident, proactive and able to take initiative in client-focused environments. Independent, self-directing and delivery-focused working style. Commercial awareness with strong analytical and problem-solving skills. Excellent organisational, communication and stakeholder-management skills. Highly developed written and verbal communication skills. Strong technical literacy and intermediate computer skills. Closing Statement Applications for this role will be reviewed on an ongoing basis, with a closing date of Thursday, 12 December . We encourage early applications, as screening and interviews may begin ahead of the closing date. 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$2.2 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.
A wealth management platform provider in Greater London seeks a Solution Consultant to lead client projects, deliver high-quality consulting, and capture customer business outcomes. The role requires expertise in investment products, a strong analytical background, and a proactive engagement with clients. Ideal candidates will have over 3 years of experience in financial services. This position offers a chance to influence key financial solutions and ensure compliance with regulations. Applications are reviewed continuously until December 12th.
Dec 09, 2025
Full time
A wealth management platform provider in Greater London seeks a Solution Consultant to lead client projects, deliver high-quality consulting, and capture customer business outcomes. The role requires expertise in investment products, a strong analytical background, and a proactive engagement with clients. Ideal candidates will have over 3 years of experience in financial services. This position offers a chance to influence key financial solutions and ensure compliance with regulations. Applications are reviewed continuously until December 12th.