At a Glance
- Tasks: Conduct portfolio analysis and contribute to client financial strategies.
- Company: Join a fast-growing WealthTech company redefining personal finance.
- Benefits: Private healthcare, 25 days leave, team socials, and career development support.
- Other info: Dynamic, dog-friendly office with a focus on diversity and inclusion.
- 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.
About Y TREE
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.
Team Overview
The Y TREE Client Team is one of the largest and most integral in the business. By delivering 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.
The Role
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
Technical Skills
- 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 enrol 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.
- 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.
- 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 in London 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 Analyst in London
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Y TREE.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Y TREE's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Client Analyst in London
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Y TREE
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
