At a Glance
- Tasks: Conduct portfolio analysis and contribute to client financial strategies.
- Company: Join a rapidly growing WealthTech business redefining personal finance.
- 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: Be part of a collaborative team making a real impact on clients' financial lives.
- Qualifications: 2-3 years in financial services and relevant exams started.
The predicted salary is between 30000 - 40000 € per year.
We are a rapidly growing WealthTech 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.
The Y TREE Client Team is one of the largest and most integral in the business. By delivering a seamless and highly personalised financial advice, you will build the foundational trust that underpins long-term client relationships. As a team we operate with a flat hierarchy and an ego-free environment that values collaboration, inclusivity and mutual respect. As a fast-growing company, there are ample opportunities for individuals to advance their careers, take on more responsibility, and progress rapidly. This is a chance for someone to join a small, collaborative team and play an active role in building a business.
Working under the guidance of the Adviser, you will conduct in-depth portfolio and asset analysis and contribute to the development of asset liability management tools. You will also make recommendations for client portfolios in line with their risk tolerance and investment objectives. This work contributes to building each client's Financial Life Strategy, underpinning all of the financial advice we offer.
A significant part of your role will be to participate in and contribute to client meetings. You will build presentation materials for client meetings, including Introduction Meetings, Target Setting, and Annual Reviews. Create and manage the schedule for all Strategy Reviews, ensuring all components are completed on time, and tracking the progress of each review. As part of an agile, meritocratic culture, you will also have the opportunity to be part of broader firm-building initiatives such as recruitment, user testing, strategy and digital product experiences.
About You
- You will have 2-3 years of work experience in financial services, working in a junior advisory or client services role. This could be from an institutional or retail background.
- You will have started financial planning related exams e.g. CII, CISI, CFA.
- You will have a 2:1 or higher degree with an excellent dissertation mark (or equivalent).
Personal Characteristics
- You are an energetic self-starter who thrives on autonomy and is adept at prioritising tasks and meeting deadlines.
- You possess excellent interpersonal communication skills and are highly responsive.
- You are an effective collaborator, confident working as part of a team that is building a business.
- You have a keen eye for detail and find satisfaction in completing tasks and ticking off lists.
- You are solutions-led with the ability to proactively seek answers.
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.
- Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk.
- A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs.
- A 3% employer pension contribution as standard, with generous additional employer contributions if you choose to make your pension contributions via salary sacrifice.
- A range of family-friendly policies, support towards professional qualifications, electric car schemes and more!
Career Pathway & Development
We are committed to your growth and will provide a fully supported training and examination plan to build your career. The objective is to help you gain a foundational knowledge of the regulatory environment, enabling progression to an Analyst role in a minimum of 12 months.
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.
Client Analyst employer: Y TREE
At Y TREE, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture. Our commitment to employee growth is evident through our comprehensive training programmes and clear career pathways, ensuring that every team member has the opportunity to thrive in their financial planning careers. With a dog-friendly London office, generous benefits including private healthcare and 25 days of annual leave, and regular team socials, we create an environment where you can truly feel valued and supported while making a meaningful impact in the WealthTech industry.
StudySmarter Expert Advice🤫
We think this is how you could land Client Analyst
✨Tip Number 1
Get to know the company inside out! Research Y TREE's values, mission, and recent projects. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those client meetings! Think about how you can contribute to discussions and what insights you can bring to the table. Practising your presentation skills will also help you feel more confident when showcasing your ideas.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the team.
We think you need these skills to ace Client Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Analyst role. Highlight any relevant financial services experience and your journey in financial planning exams. We want to see how you fit into our WealthTech world!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial advice and how you can contribute to our team. Be sure to mention why you’re excited about joining Y TREE and how you resonate with our values of collaboration and inclusivity.
Showcase Your Communication Skills:As a Client Analyst, communication is key! Use clear and concise language in your application. We love seeing candidates who can articulate their thoughts well, so don’t shy away from demonstrating your interpersonal skills in your writing.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on being part of our growing team at Y TREE!
How to prepare for a job interview at Y TREE
✨Know Your Numbers
As a Client Analyst, you'll be dealing with financial data daily. Brush up on your portfolio analytics and asset management knowledge before the interview. Be ready to discuss how you would approach analysing client portfolios and making recommendations based on risk tolerance.
✨Showcase Your Communication Skills
Since you'll be participating in client meetings, it's crucial to demonstrate your interpersonal skills. Practice explaining complex financial concepts in simple terms. You might even want to prepare a mock presentation to show how you'd engage clients during strategy reviews.
✨Emphasise Team Collaboration
This role thrives in a collaborative environment, so highlight your teamwork experiences. Share examples of how you've worked effectively within a team, especially in fast-paced settings. This will show that you're a good fit for their ego-free culture.
✨Be Solutions-Focused
The company values proactive problem-solving. Prepare to discuss instances where you've identified challenges and proposed effective solutions. This will demonstrate your ability to think critically and contribute positively to the team.
