Trainee Financial Adviser; Graduate

We are a rapidly growing Wealth Tech 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.

The Y TREE Client Team team is one of the largest and most integral in the business. By delivering a seamless and highly personalised service, 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.

We are seeking a proactive and detail-oriented Client Services Analyst to join our team, which an aspiration of becoming a Chartered Financial Adviser. 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.

• 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.

• 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…