Wealth Management jobs in United Kingdom

Social network you want to login/join with:

New opportunity for a Client Operations Analyst to join a highly progressive and rapidly growing boutique, independent wealth management firm. This is a fantastic opportunity to be part of a dynamic, forward-thinking business that places innovation, data, and client experience at the heart of its operations.

What You’ll Do:

• Maintain high-quality data across systems, regularly performing cleaning and validation using tools such as Power BI.
• Lead the redevelopment of post-event sentiment analysis, working with senior stakeholders to define meaningful KPIs and develop impactful insights.
• Prepare reports and presentations, including detailed evaluation packs and high-level summaries for executive leadership.
• Manage relationships with third-party agencies to ensure deliverables are aligned with business needs and deliver actionable insights.
• Collaborate closely with multiple departments — including finance, compliance, data, client support, and integrations — to support cross-functional projects and operational efficiency.
• Utilize CRM systems (e.g., Salesforce, HubSpot, or similar) to manage client data, track engagement, and streamline client communications.
• Analyse the performance of internal and client communications, identifying trends and opportunities for optimization at both account and individual levels.

What You’ll Bring:

• A relevant degree in Finance, Economics, Business, Data Analytics, or a related field and ideally, 1+ year of experience/internship in a financial services, fintech, or operations-focused environment.
• Strong analytical and problem-solving skills, with hands-on experience using tools like Python and Power BI.
• Experience working with CRM systems and managing large datasets.
• Excellent communication and stakeholder management skills.
• A proactive, adaptable mindset and an eagerness to learn and grow within a fast-paced, evolving business.