Solution Consultant

# of Openings
Solution Consulting (SCN)
Position Type
Permanent Full-Time

Role Description

FNZ Solutions Consulting is a new, dedicated & focused division within FNZ’s Delivery team, which provides Platform Consulting services to new and existing customers.


The Solution Consultant role is a key role within this team, and will provide expertise in the following areas :


  • Platform Proposition definition and enhancement
  • Target Operating Model definition and enhancement
  • Business transformation support and consultancy services
  • Regulation and advice on platform compliance
  • Customer training programmes and knowledge transfer
  • Platform configuration and the MWS process.
  • Development of bespoke customer requirements.
  • Platform integration design.


FNZ Solution Consulting will provide services to both new and existing customers as an additional revenue stream. These services could be bundled as part of a Platform implementation (MWS) or be an ad-hoc consulting assignment. In particular there is an opportunity to procure consulting services in the pre-sales period ahead of committing to a Platform Implementation.




  • Work with FNZ customers to help define proposition and product requirements. Provide Market expertise as required. Be an SME in FNZ Platform functionality and apply this understanding to help customers define propositions that best utilise or enhance FNZ core platform capabilities.


  • Have a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and FNZ Investment operations. Provide advice to customers regarding best practice operating model design.


  • Be an expert in the Model Wealth Solution, and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents.


  • Document any bespoke customer requirements.


  • Provide review and quality assurance off design documentation produced by the FNZ Systems analyst team.


  • Provide training programmes and knowledge transfer services for the FNZ customers.


  • Provide ah-hoc consultancy services as required.


  • Have a good knowledge of the regulatory environment in which the Solution Consultant operates and provide advice and guidance to customers in respect of delivering a compliant platform.


  • Be an SME in the FNZ platform and market in which FNZ operate, and provide training and support for other areas of the FNZ business.

Experience Required

  • General investment/ wealth/ life and pensions products and the markets in which FNZ and our customers operate.
  • An understanding of the UK regulatory environment and a good working knowledge of the regulatory change requirements for a given year.
  • 2+ years of experience in a delivery / consulting environment in the UK financial services / wealth market.


Required Knowledge and Skills

  • Degree qualified
  • Experience in Finance, IT or project management with knowledge of equities essential
  • 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;
  • Intermediate computer skills essential;
  • Excellent organisational, administration and time management skills;
  • Good team communication skills, confident in dealing with internal and external clients;
  • Highly developed written and oral communication skills;

About FNZ

FNZ is a global financial technology and asset servicing provider which powers the wealth management, administration and custodian platforms for some of the world's leading financial institutions. These customers include life insurers, retail and private banks, asset and wealth managers and financial adviser groups based across the UK, Europe, Asia, Australia and New Zealand.


We believe that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.


We develop long-term partnerships with our customers to enable them to get to market quickly with a market-leading digital proposition, transform their customer service offering and grow assets under management across multiple distribution channels.


Our customers include AMP, ANZ, Aviva, AXA Wealth, Bank of New Zealand, Fideuram Vita, HSBC, Mercer, National Australia Bank, HSBC, Santander, Santander Asset Management, Standard Life, UBS and Zurich.  In all we partner with 42 institutional customers worldwide. 


FNZ employs over 1,000 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Shanghai, Hong Kong, Singapore, Sydney, Melbourne and Wellington.


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