Trainee Financial Adviser: WealthTech Client Services
Listed on 2026-11-01
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Finance & Banking
Financial Services, Wealth Management, Financial Advisor / Consultant, Financial Sales
Y TREE is a rapidly growing Wealth Tech business redefining how clients engage with their money from our London office. We are seeking a proactive Client Services Analyst to own client operations, transfers, and data integrity as we move toward Chartered Financial Adviser status.
You’ll serve as the escalation point for client-related operational tasks, manage cash movements, invoicing, and payments, and ensure strict SLAs.
The Trainee Financial Adviser:
Wealth Tech Client Services role at Y TREE is now open for applications in Greater London, England, United Kingdom.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Trainee Financial Adviser:
Wealth Tech Client Services role in the description above.
We appreciate your interest in this position.
Join Y TREE and contribute to our ongoing work.
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