Overview of Y TREE
We are a rapidly growing FinTech 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
Joining Y TREE as an Central Operations Senior Analyst, you’ll become a part of the Central Operations Team, which works in a very collaborative and cohesive way, both internally and with the Client Team. You'll dive into various tasks, from managing client transfers to supporting our billing cycle but your primary contribution will be in the trade execution function which is rapidly evolving given the ever expanding client base and Y TREE’s product evolution.
For this role, we are looking for a driven, bright Senior Analyst who is seeking a dynamic role in Financial Services and has prior experience in client dealing. As we continue to grow rapidly, you'll have ample opportunities to advance your career, take on more responsibility and progress. A successful candidate will have the chance to contribute to projects aimed at automating operational processes, making our team even more efficient.
The Role
- As an Operations Senior Analyst, you'll be involved in our execution process, preparing trade plans to ensure smooth execution for our clients across our various custodians. This includes managing account cash flows to prevent taking accounts overdrawn and reconciling trades post-execution. Your attention to detail will be crucial in identifying any execution errors and promptly escalating them for resolution.
- You will be expected to come in and over a short period of time be signed off from both an internal and regulatory perspective to perform a client dealing function within Y TREE.
- When it comes to transfers, you'll provide support to facilitate seamless transitions for client investment accounts, ISAs, and pensions..
- Client billing will also fall under your competency, where you'll play a vital role in ensuring the quarterly billing processes run smoothly and efficiently. Should any discrepancies arise, you'll be proactive in escalating internally to ensure timely resolution alongside the other members of the central operations team
- While these tasks represent the core responsibilities of the role, you can expect to be involved in various other processes over time, including operational aspects of private market funds, tax reporting, and service provider management. Your willingness to learn and to contribute across different areas will be highly valued as we continue to grow and evolve.
Requirements
The Technical Bit
- We're seeking someone with at least 2-3 years of experience in the financial services industry, ideally in areas such as Wealth Management or Independent Financial Advising (IFA).
- An understanding of financial markets and the products within them is essential to excel in this role.
- You should ideally have a professional qualification such as IMC / CII RO1 & RO2 under your belt as you will be required to be certified for client dealing within 6 months of joining.
- Familiarity with the trading life cycle of various asset classes, from initiation to settlement, will be a valuable asset in this role.
- An experience or understanding of the asset transfer processes will be a plus too.
- Knowledge of investment product wrappers such as ISA, JISA, GIA, SIPP, and Offshore Bonds will be highly beneficial. Any Chartered Insurance Institute qualifications within this area would be a bonus
The Person
- To excel in this role, you should possess excellent interpersonal communication skills and be highly responsive to inquiries and requests.
- You will also need to be very detail oriented, precise in your work output and be aware of all the FCA regulatory risks in the areas you will cover
- If you thrive in an organised environment, finding satisfaction in completing tasks and ticking off lists - we’ll find the common language!
- We’re looking for an energetic, proactive individual who thrives on autonomy, adept at prioritising tasks and meeting deadlines with ease.
- Our community is where our power lies, so you must be an effective collaborator and confident working as part of a small team that is building a business.
- We are not a big financial institution (yet!) so you will need to be solutions-led and have the impetus and ability to proactively seek answers.
- We embrace a flat hierarchy and ego-free environment valuing collaboration, inclusivity and mutual respect, and we would like you to share our values and have a people-centred approach.
Benefits - 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.
- 25 days of annual leave per 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.
- Support for your mental health and wellbeing through our employee assistance programme.
- Option to enrol onto our salary sacrifice pension scheme to help you save for the future.
- 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.
- As well as, 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.
