Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare for and follow up on client meetings, handle queries, and support the team.
- Company: Join a boutique wealth management firm in vibrant Victoria, Central London.
- Benefits: Enjoy hybrid work, 25 days holiday, private medical, and exciting social events.
- Why this job: Kickstart your finance career in a supportive culture with great growth opportunities.
- Qualifications: Strong communication skills, attention to detail, and proficiency in Excel and PowerPoint required.
- Other info: Work in a dynamic environment with regular offsite trips and a fun team spirit.
The predicted salary is between 24000 - 32000 £ per year.
A fantastic opportunity has arisen for someone who is eager to kickstart their career in the financial services sector as a Client Analyst working for a boutique, wealth management firm in the heart of Victoria. This role comes with excellent benefits, fabulous culture and opportunity for career progression!
Key Duties for the Client Analyst:
- Client and prospect meeting preparation
- Client and prospect meeting follow up
- Handling client calls and queries
- Supporting the wider team
- CRM record-keeping and Client Annual Review process
- Managing the Advisory Investment Dashboard
- Supporting Advisers on their Business Plans
- Assist with client onboarding
- Providing cover to Team Assistant, when required.
The Ideal Client Analyst:
- Excellent communicator verbally and in written form
- Team player, with the ability to work alone when required
- Strong attention to detail
- Well presented and professional
- Highly organised and thorough
- Moderate/advanced Excel, PowerPoint and Word skills
- Inquisitive, with a strong desire to learn and develop
Benefits for the Client Analyst:
- Core office hours 0830-1700 Monday to Friday
- 1-day WFH
- 25 Days holiday + bank holiday and Xmas/NY shut down
- Pension 6% Employer
- Death in Service x4 salary
- Private medical, dental, optical
- Regular social events, offsites and trips abroad!
If you are interested in this Client Analyst role, apply today!
Client Analyst employer: Oriel Partners Limited
Contact Detail:
Oriel Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Analyst
✨Tip Number 1
Familiarise yourself with the wealth management sector. Research current trends, key players, and common client concerns. This knowledge will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with potential colleagues or mentors who can provide insights and possibly refer you for the role.
✨Tip Number 3
Brush up on your Excel, PowerPoint, and Word skills. Consider taking online courses or tutorials to enhance your proficiency, as these tools are essential for the Client Analyst role.
✨Tip Number 4
Prepare for behavioural interview questions by reflecting on your past experiences. Think of examples that showcase your communication skills, attention to detail, and ability to work both independently and as part of a team.
We think you need these skills to ace Client Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Client Analyst role. Emphasise your communication abilities, attention to detail, and proficiency in Excel, PowerPoint, and Word.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the financial services sector and explains why you are a great fit for the boutique wealth management firm. Mention specific aspects of the job description that resonate with you.
Highlight Relevant Experience: If you have any previous experience in client-facing roles or internships, be sure to include this in your application. Detail how these experiences have prepared you for the responsibilities of a Client Analyst.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial for this role.
How to prepare for a job interview at Oriel Partners Limited
✨Prepare for Client Interactions
Since the role involves client and prospect meetings, practice how you would introduce yourself and discuss your background. Be ready to demonstrate your communication skills and how you can effectively handle client queries.
✨Showcase Your Organisational Skills
Highlight your ability to stay organised, especially when discussing tasks like CRM record-keeping and managing the Advisory Investment Dashboard. Bring examples of how you've successfully managed multiple responsibilities in the past.
✨Demonstrate Your Technical Proficiency
The job requires moderate to advanced skills in Excel, PowerPoint, and Word. Be prepared to discuss your experience with these tools and consider bringing a portfolio or examples of your work that showcase your technical abilities.
✨Express Your Eagerness to Learn
The ideal candidate is inquisitive and eager to develop. During the interview, share specific instances where you've taken the initiative to learn something new or improve your skills, showing that you're committed to growth in the financial services sector.
