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.
Role
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.
#J-18808-Ljbffr”, “datePosted”: “2026-05-20”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Nucleus-Financial-Group”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__436999986__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=33” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “London” } } }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.
Role
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.
#J-18808-Ljbffr…