Trainee Financial Adviser (New Client Relationships)

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 New Client Relationships team is the "buying" arm of the Y TREE client lifecycle. We sit at the critical junction between initial awareness and long-term partnership, with a clear mission: to convert qualified leads into clients by managing a sophisticated, data-driven buying process. We operate on a system of radical accountability and togetherness. As an Analyst in this team, you are the foundational engine of our growth. You will be responsible for the technical "bedrock" - the detailed financial strategies and analysis - that empowers our prospective clients to make life-changing financial decisions.

The Role

• Financial Modelling: Conduct Asset & Liability Modelling (ALM) to produce compelling financial strategies that demonstrate the Y TREE value proposition.
• Investment Analysis: Perform in-depth portfolio health checks, performance reviews, and fee analyses to provide prospects with total clarity on their current financial standing.
• Client Engagement: Participate in client meetings, take detailed notes, and work toward presenting technical slides and handling specific client enquiries.
• Operational Excellence: Manage the end-to-end preparation of meeting materials, ensuring all decks and follow-up communications are flawless and timely.
• Data Stewardship: Take ownership of data integrity by reviewing and uploading complex client data into our proprietary system.
• Process Evolution: Collaborate with our Product and Tech teams to test new features and suggest efficiencies in our analytical workflows.

About You

• Qualifications: A First or 2:1 degree in a financial, numerical or scientific discipline. You should be prepared to complete R01 and R02 exams within your first six months.
• Mindset: You possess a deep sense of commercial acumen and are driven by the desire to close new business. You are relentlessly curious about financial planning and the needs of sophisticated clients.
• Analytical Rigour: You have an innate attention to detail with a "zero-failure" standard for final analytical outputs.
• Communication: You can translate raw data into clear, professional narratives for prospects and internal stakeholders alike.
• Accountability: You take personal ownership of outcomes and can perform effectively in a fast-paced, dynamic growth environment.

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.
• 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.