Client Analyst in London

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.