At a Glance
- Tasks: Ensure high-quality financial advice and deliver engaging training for our analysts.
- Company: Join a fast-growing WealthTech company redefining personal finance management.
- Benefits: Enjoy 25 days annual leave, private healthcare, and regular team socials.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact in a dynamic environment while developing your skills.
- Qualifications: Level 4 Diploma in Regulated Financial Planning or relevant experience required.
The predicted salary is between 29700 - 36300 £ per year.
12 Month Fixed Term Contract
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.
Overview
The Advice Quality & Training Specialist protects and raises the quality of the advice we give, and builds the team's capability to deliver it. Working within the Client Team's Quality Assurance and Learning & Development frameworks, this role delivers the day-to-day running of the suitability review programme, performs first-pass checks on advice sign-offs, keeps our procedures and knowledge base accurate, and designs and delivers technical training to our analysts.
The Role
- Suitability & advice-quality assurance
- Deliver the day-to-day running of the annual suitability review programme: scheduling, pulling files, executing file reviews across the pods, maintaining the live Issues & Actions tracker, drafting findings for review, and chasing remediation to closure.
- Perform first-pass review of advice checklist sign-offs: clear standard cases within defined criteria, and flag high-risk or borderline cases for senior sign-off against a written trigger.
- Audit operational-risk incidents for recurring patterns and propose systemic fixes.
- Training & knowledge (Learning & Development)
- Design and deliver technical training and coaching for analysts on the concepts behind our advice (for example pensions, CGT, suitability, the advice building blocks).
- Own the drafting and upkeep of procedure guides, technical briefing notes and training materials, and maintain the Client Team knowledge base, working within the knowledge architecture owned by the Lead.
- Change & proposition support
- Support the rollout of new propositions led by the Lead, building and releasing reusable process templates.
About You
- Technical Skills
- Level 4 Diploma in Regulated Financial Planning (or working toward it), or an equivalent paraplanner / advice / compliance background.
- A sound understanding of FCA requirements, Consumer Duty and suitability.
- Strong technical writing and the confidence to teach; comfort with AI tools, GitHub and Confluence.
- Skills to Demonstrate
- Translating complex strategy and compliance into clear documentation and training.
- Sound judgement about when to clear, when to flag and when to escalate.
- Structured, empathetic communication.
- 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.
- 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.
- A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs.
- 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.
Advice Quality & Training Specialist 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 Advice Quality & Training Specialist in London
✨Dive into Financial Communities
Join financial forums and local networking events where professionals in financial controlling hang out. Places like the Association of Chartered Certified Accountants (ACCA) or local finance meetups can connect us with insiders who know about part-time opportunities, like the one at Y TREE.
✨Leverage Campus Resources
If we’re still studying or recently graduated, let’s not forget to use our university’s career services. They often have leads on part-time roles in financial controlling, particularly with companies looking for students to fill these positions, making it a win-win!
✨Demonstrate Your Skills Publicly
Share your insights on financial topics through blogs or LinkedIn posts. Showcasing our expertise in areas like budgeting, forecasting, or variance analysis can attract the attention of potential employers, including Y TREE. Plus, it sets us apart from other candidates.
✨Check Out Freelance Platforms
Even for a part-time gig, consider platforms like Upwork or Freelancer. They often have short-term projects in financial controlling, and landing one can help us build our portfolio. Keep an eye on roles that could lead to more permanent positions at places like Y TREE.
We think you need these skills to ace Advice Quality & Training Specialist in London
Some tips for your application 🫡
Show Off Your Financial Acumen:For a role in financial controlling, we really want to see your analytical skills shine through. Make sure your CV highlights any coursework or experience with financial analysis, budgeting, and forecasting. If you've worked on any projects that involved financial modelling, definitely mention those!
Quantified Achievements Are Key:In financial roles, numbers speak volumes. When detailing your experience, use quantifiable achievements whenever possible. For example, if you helped reduce costs or improved a process, include the percentage or amount saved. This will make your application really pop!
Tailor Your Cover Letter to Part-Time Availability:Since this is a part-time position, it's super important to specify your availability in your cover letter. We want to know when you can work and how you plan to balance this role with other commitments. Highlight your motivation for joining Y TREE and why this flexibility fits your lifestyle.
Highlight Relevant Qualifications:If you have any certifications related to finance or accounting (like ACCA or CIMA), make sure they're front and centre in your application. Even if you're studying towards a qualification, mention that too! It shows your commitment to the field and continuous improvement.
How to prepare for a job interview at Y TREE
✨Get comfy with numbers!
Since you're diving into financial controlling, be ready to crunch some numbers during the interview. Brush up on key financial concepts and be prepared for technical questions about budgeting, forecasting, and variance analysis. Practicing some numerical problems will really help us shine!
✨Show off your analytical skills
For a part-time role in financial controlling, you'll likely face scenario-based questions. Prepare to discuss how you would analyse company performance or tackle cash flow issues. We want to demonstrate our problem-solving approach and critical thinking—making a sense of data is key!
✨Bring your portfolio of wins
Even if it’s part-time, showcasing our past experience can set us apart. Gather examples of projects where you implemented financial controls or helped improve reporting processes. Concrete achievements give us an edge, showing that we can deliver real value to Y TREE.
✨Know the part-time game
With part-time roles, employers want to see that we can effectively manage our time. Be ready to discuss our availability and how we plan to balance work and other commitments. We should convey our motivation and readiness to contribute without compromising quality!
