At a Glance
- Tasks: Ensure top-notch advice quality and create engaging training materials for analysts.
- Company: Join Y TREE, a forward-thinking company dedicated to client success.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for personal growth.
- Other info: Be part of a dynamic team focused on compliance and consumer care.
- Why this job: Make a real difference in client outcomes while developing your skills in a supportive environment.
- Qualifications: Strong attention to detail and a passion for quality assurance and training.
The predicted salary is between 38250 - 46750 £ per year.
Y TREE is seeking an Advice Quality & Training Specialist to strengthen the Client Team's quality assurance and learning frameworks.
You will run the annual suitability reviews, perform first-pass checks on advice sign-offs, and help design technical training for analysts.
The role involves maintaining knowledge bases, drafting guides, and supporting the rollout of new propositions, with a focus on FCA requirements and Consumer Duty.
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Advice Quality & Training Analyst employer: Y TREE
Y TREE is an exceptional employer that prioritises employee wellbeing and professional growth, offering a vibrant work culture in a dog-friendly London office. With generous benefits such as 25 days of annual leave, private healthcare through Vitality, and support for professional qualifications, we foster an environment where innovation thrives and diverse perspectives are valued. Join us to be part of a rapidly growing WealthTech business that empowers individuals and families to achieve their financial aspirations while enjoying a balanced and supportive workplace.
