At a Glance
- Tasks: Join our team to deliver personalised financial advice and manage client operations.
- Company: Y TREE, a fast-growing WealthTech business redefining personal finance.
- Benefits: 25 days annual leave, private healthcare, and support for professional qualifications.
- Other info: Dynamic, dog-friendly office with excellent career growth opportunities.
- Why this job: Be part of a collaborative team and make a real impact in financial planning.
- Qualifications: Experience in financial services and a 2:1 degree or higher.
The predicted salary is between 25650 - 31350 £ 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 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.
The Role
We are seeking a proactive and detail-oriented Client Services Analyst to join our team with an aspiration in becoming a Chartered Financial Planner. In this critical role, you will be the subject matter expert and escalation point within the team, responsible for the flawless, timely, and safe execution of all client-related operational functions.
- Execute account transfers with a high degree of autonomy, manage escalations, and proactively communicate with clients and providers to meet strict SLAs.
- Act as a key operational liaison and escalation point for all client cash movements and time-sensitive private equity capital calls, ensuring absolute precision.
- Manage invoicing and fund collection, taking the lead on resolving complex payment issues.
- Champion the accuracy and security of all client data and advice records in full compliance with GDPR, leading data remediation projects as required.
- Handle complex client communications ensuring the one-business-day SLA is met.
About You
CII qualifications are preferable, but not essential. If you have completed CSI or the CFA we would expect you to have started some financial planning qualifications, or that you can demonstrate an interest in studying this in the future. Further qualifications will be supported by the business, where appropriate.
- You will have 12-24 months work experience in financial services, working as an administrator or client services professional. This could be from an institutional or retail background.
- You will have a 2:1 or higher degree with an excellent dissertation mark (or equivalent).
- You are an energetic self-starter who thrives on autonomy and is adept at prioritising tasks and meeting deadlines. You are looking for more challenges and the opportunity to develop your career in financial planning and advice.
- 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. This is imperative.
- 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. 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. A 3% employer pension contribution as standard, with generous additional employer contributions if you choose to make your pension contributions via salary sacrifice as well as 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 Services - 1 Year Fixed Term Contract in London employer: Y TREE
Y TREE is an exceptional employer that fosters a dynamic and innovative work culture, perfect for those passionate about technology and AI. With a strong emphasis on employee growth, we offer opportunities to collaborate with talented professionals in a hybrid environment, ensuring a balance between teamwork and independent thinking. Our commitment to modern engineering practices and the use of cutting-edge tools empowers our team to create impactful client experiences in the heart of London.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services - 1 Year Fixed Term Contract in London
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at Y TREE.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like Y TREE looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Client Services - 1 Year Fixed Term Contract in London
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with Y TREE and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at Y TREE.
How to prepare for a job interview at Y TREE
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
