Migration Solution Consultant Wealth Management Platform Transformation
Location: Edinburgh (hybrid / onsite attendance according to business need)
Contract Length: 6 months initially
Day Rate: £600 per day (inside IR35)
Our client is seeking an experienced Migration Solution Consultant with a strong understanding of wealth and investment operations, to lead complex migration journeys for top-tier financial institutions and drive successful platform implementations that shape the future of wealth management.
The postholder will lead clients through the end-to-end migration process, translating business requirements into actionable migration solutions while ensuring regulatory compliance, operational readiness and successful delivery.
Key Responsibilities Lead Wealth Management clients through platform migration and implementation.
Assess business impact, regulatory considerations, and operational readiness.
Develop bespoke migration and business requirements based on client needs.
Guide customers through change, ensuring smooth transitions with minimal disruption.
Act as subject matter expert on platform Target Operating Models and migration best practices.
Support and mentor junior team members and promote continuous improvement.
Provide quality assurance of documentation and lead knowledge transfer initiatives.
Advise clients on compliance, reconciliation, and platform integration strategy.
Essential Skills & Experience
5+ years in consulting, solution design or business analysis within financial services.
Deep understanding of platform migrations within Wealth Management or Life & Pensions.
Proven ability to assess and document business and technical requirements.
Strong stakeholder and client management skills.
Knowledge of UK regulatory environment and compliance best practices.
Excellent communication, presentation, and leadership skills.
Strong problem-solving and analytical thinking capabilities.
Desirable:
Experience defining Target Operating Models.
Prior involvement in platform implementation programs.
Familiarity with regulatory change cycles in financial services.
This is an exciting opportunity to shape strategic migration frameworks and influence business change, while collaborating with a team of experts driving innovation in financial services.
If you have the relevant skills and experience, please apply promptly and we will be in touch to discuss your application further.
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