At a Glance
- Tasks: Become the data champion for our Client Team, ensuring quality and automation.
- Company: Join Y TREE, a fast-growing WealthTech company transforming financial engagement.
- Benefits: Enjoy 25 days annual leave, private healthcare, and team socials.
- Other info: Dynamic, dog-friendly office with excellent career growth opportunities.
- Why this job: Dive into the WealthTech industry and make a real impact on client data.
- Qualifications: Strong spreadsheet skills and a curiosity for financial advice are key.
The predicted salary is between 60750 - 74250 £ per year.
- 12 Month Fixed Term Contract
- Entry level / Graduate Opportunity
- About Y TREE
We are a rapidly growing Wealth Tech business that is re-defining how individuals and families connect and engage with their money.
We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.
We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users.
The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.
Overview
This 12 month contract is a unique on-ramp into the Wealth Tech and financial planning industry.
You will be the engine of data quality and automation for the Client Team.
Working closely with the Head of Data Strategy & Governance, you won’t just be managing data - you’ll be building the automated processes and system changes that allow us to scale, while gaining direct exposure to the architecture behind regulated financial advice.
Just as importantly, you will sit inside the Client Team, not alongside it.
This is not a desk job manipulating spreadsheets.
You'll work directly with the people who advise our clients — learning what each field is actually used for, why it matters to a piece of advice, and how it should be captured at source.
Much of the value you add will come from understanding our business well enough to know which data is critical and which is noise.
The best person for this role will be as curious about how financial advice gets built as they are about the data behind it.
The Role
- Data Stewardship & quality
- Act as the Client Team's hands-on data steward: consolidate and characterise our client data, help build and maintain a data catalog (attribute, source / lineage, definition, and criticality tier), and define and apply data-quality rules.
- Work within the governance framework set by the Head of Data Strategy & Governance and under the Client Team's data ownership; support the move from manual daily checks toward automated monitoring, resolving flagged discrepancies with the right people.
- Data completeness & regulatory remediation
- Drive data completeness and scalable architecture across advice-critical fields (e. g., tax status, US-connected clients), automating guardrails to remediate issues identified in suitability reviews.
- Provider data pipeline & ingestion quality
- Work with the Data Operations team to ensure completeness and quality of provider data received from third- party providers.
Own the quality of the portfolio data into the Back Office system.
- Automation & efficiency
- Identify and build low-code automations and process improvements across the Client Team and the broader advice team's data and workflow layer, in partnership with the internal Process Automation Product Manager.
About You
- Technical Skills
- Confident with numbers and comfortable with messy, incomplete information.
- Strong spreadsheet skills and an understanding of data-validation principles.
- Automation-curious. Exposure to any of low-code automation (n8n), SQL and Databricks, Salesforce, Git Hub, or AI tools such as Claude Code is a real advantage.
- A genuine interest in the financial advice industry.
You don't need experience in it, but you do need to want to understand it.
The people who do well here ask why a field matters to someone's financial plan, not just whether it's populated.
- Personal Characteristics
- Exceptional attention to detail and real satisfaction in bringing order to messy data.
- Analytical, root-cause thinking.
- Persistent, collaborative communication, including chasing external providers.
- Comfortable working alongside non-technical colleagues, and able to explain a data problem in plain English.
- Curious about how a business actually works - who relies on what, and what breaks when it's wrong.
- A habit of noticing a manual, repetitive process and fixing it without being asked.
What's in it for you?
- Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality.
This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.
- Support for your mental health and wellbeing through our employee assistance programme.
- 25 days of annual leave per year.
This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.
- Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk.
We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.
- A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.
- As well as, a range of family-friendly policies, support towards professional qualifications, electric car schemes and more!
Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives.
Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process.
Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role.
Please note, that sponsorship is not available for this role.
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Client Data & Operations Analyst in City of Westminster 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Data & Operations Analyst in City of Westminster
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We think you need these skills to ace Client Data & Operations Analyst in City of Westminster
Some tips for your application 🫡
Highlight Your Data Projects:When applying for a temporary data science role at Y TREE, make sure to showcase any relevant projects you've worked on. Whether it's a personal project, an academic undertaking, or contributions to an open-source initiative, detailing these experiences can really set you apart and demonstrate your practical skills.
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Show Your Flexibility:Since this is a temporary role, it's important to convey your adaptability and willingness to learn. In your cover letter to Y TREE, emphasise how quickly you can get up to speed with new tools or projects. Highlight any previous experiences where you've had to adjust to new environments or challenges.
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How to prepare for a job interview at Y TREE
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For a data science gig, it's crucial to demonstrate your analytical abilities. Be ready to discuss previous projects and the methodologies you used. Think about how you can quantify your impact—did your analysis improve efficiency or save costs? These are the stories that will stick with interviewers at Y TREE.
✨Brush Up on Technical Skills
You might face technical questions on tools relevant to data science, like Python, R, or SQL. Prepare to solve a problem live—perhaps they'll ask you to write a simple query or code snippet. It’s cool to talk about them, but we need to show we can do it in practice, especially in a temporary role where quick results matter.
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Since this is a temporary position, emphasise your ability to learn quickly and adapt to new tools or workflows. Share examples of how you've thrived in fast-paced environments before, and how you can hit the ground running at Y TREE.
✨Prepare a Portfolio of Your Work
Bring your portfolio to the table—showcase projects where you've leveraged data science techniques to solve problems. Whether it’s a GitHub repository or a set of case studies, having tangible examples of your work will help you stand out and show what you bring to the team at Y TREE.
