At a Glance
- Tasks: Support product development and enhance client portals for investment management.
- Company: Fast-growing fintech company revolutionising the wealth management industry.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Embrace diversity and be part of a forward-thinking financial services sector.
- Why this job: Join a dynamic team and make a real impact in the fintech space.
- Qualifications: BA/BSc degree and strong organisational skills required.
The predicted salary is between 30000 - 40000 € per year.
Company Third Financial are one of the fastest growing, most innovative Investment Platform and Software providers to the Wealth and Investment Management industry. Third Financial was founded in 2008, with our platform offering launched in 2016. The company has offices in London and Birmingham, with a UK customer base spread across the finance industry, from traditional wealth managers to some of the most exciting early stage fintech companies. Third Financial is renowned in the industry for its high level of service, achieved through modern automated technology, a dedicated client services team, highly experienced operational staff, and an integral compliance support function.
We are looking for a detail-oriented and proactive Junior Business Consultant to support the Product Manager in developing and enhancing two core platforms:
- Client Portal – a portal used by end clients (and intermediaries) to view investment portfolios, including holdings and transactions, and track performance over time.
- DFM (Discretionary Fund Manager) Portal – used by professional investment managers to design and manage investment portfolios (known as models) on behalf of end clients.
You will help coordinate product changes, support testing and releases, manage documentation, and assist with customer queries across the full product lifecycle.
Key Responsibilities
- Develop a comprehensive understanding of both products, including user journeys, core functionality, and real-world application.
- Support the Product Manager in tracking roadmap progress to ensure all deliverables align with business objectives.
- Convert business needs into actionable requirements, including user stories, acceptance criteria, and supporting documentation.
- Assist the Product Manager with the maintenance and prioritisation of product backlogs to keep development focused.
- Execute testing activities to uphold high standards of product quality and functional integrity prior to release.
- Facilitate the product release process by tracking milestones, drafting release notes, and supporting stakeholder communications.
- Investigate product usage and customer queries to identify root causes, trends, and opportunities for service delivery improvements.
- Translate insights from data and feedback into actionable recommendations for future product enhancements.
Qualifications Required
- BA/BSc degree or equivalent.
Skills & Experience
- Strong organisational skills and attention to detail with a structured, solutions-focused approach to problem-solving.
- Advanced skills in Microsoft Office, particularly Excel and PowerPoint.
- Experience working in cross-functional teams.
Desirable Attributes
- Experience in product, tech, or fintech environments with an interest in wealth management.
- Proactive, self-starting mindset with a focus on continuous improvement.
- Familiarity with Agile/Scrum and exposure to SQL or Jira.
- Experience using AI-driven tools.
Inclusion and Diversity
As with most things in life, who cares, wins. We really care about inclusion. For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector. More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.
Junior Business Consultant employer: Nucleus-Financial-Group
At Third Financial, we pride ourselves on being a forward-thinking employer that champions innovation and inclusivity within the Wealth and Investment Management industry. Our dynamic work culture fosters collaboration and continuous learning, providing ample opportunities for professional growth while working with cutting-edge technology in our London and Birmingham offices. Join us to be part of a team that values diverse perspectives and is committed to delivering exceptional service to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Business Consultant
✨Tip Number 1
Get to know the company inside out! Research Third Financial's products and their impact on the wealth management industry. This will help you stand out in interviews and show that you're genuinely interested in what they do.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn, attend industry events, or join relevant online forums. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 3
Prepare for your interview by practising common questions related to product management and consulting. Think about how your skills align with the role and be ready to share examples of your problem-solving abilities.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at Third Financial.
We think you need these skills to ace Junior Business Consultant
Some tips for your application 🫡
Know the Company:Before you start writing, take a moment to understand Third Financial and what they do. Familiarise yourself with their products and values. This will help you tailor your application and show that you're genuinely interested in being part of their team.
Tailor Your CV:Make sure your CV highlights relevant experience and skills that align with the Junior Business Consultant role. Use keywords from the job description to demonstrate that you’re a great fit. We want to see how your background can contribute to their innovative environment!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your skills can help Third Financial achieve its goals. Keep it concise but impactful – we love a good story that connects your experience to the job!
Apply Through Our Website:When you’re ready to submit your application, make sure to do it through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Nucleus-Financial-Group
✨Know Your Products Inside Out
Before the interview, make sure you have a solid understanding of both the Client Portal and DFM Portal. Familiarise yourself with their functionalities, user journeys, and how they serve different clients in the wealth management sector. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Organisational Skills
As a Junior Business Consultant, strong organisational skills are key. Prepare examples from your past experiences where you've successfully managed tasks or projects. Highlight how you prioritised work and maintained attention to detail, especially in cross-functional teams.
✨Demonstrate Your Problem-Solving Approach
Be ready to discuss how you tackle challenges. Think of specific instances where you identified a problem, analysed data, and proposed actionable solutions. This aligns perfectly with the role's focus on converting business needs into requirements and improving service delivery.
✨Embrace the Company Culture
Third Financial values inclusion and diversity, so be prepared to discuss how you can contribute to this culture. Share your thoughts on the importance of diverse perspectives in problem-solving and product development. This will resonate well with the interviewers and show that you align with their values.
