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 team is one of the largest in the business. As a Pod Leader, you will be the face of Y TREE and the first point of contact to a number of sophisticated Ultra High Net Worth (UHNW) Y TREE Clients; industry leaders in the worlds of Private Equity, Corporate Finance and Law. By harnessing the power of the financial intelligence our product garners to provide financial advice, you will be front and centre of the strides we are making in the work of personal finance.

Role Overview

As a Pod Lead, you’ll be at the heart of our client relationships - crafting and managing personalised Financial Life Strategies that evolve with each client’s goals and circumstances. From investment advice and tax planning to life events and cashflow, you’ll guide clients through every chapter of their financial journey, supported by the Data, Product, Tech and Investment teams.

You’ll also play a key role in shaping how we deliver advice - using our technology to drive performance, feeding back to our product teams, and helping us innovate at every step. Beyond your client work, you’ll lead and develop a small team of Analysts and Associates, creating a supportive environment where people can grow and thrive.

There’s no fixed route for progression here. Whether you want to deepen your technical expertise, grow your client base or step into leadership, we’ll support the path that suits you best.

Responsibilities

• Once you have identified our client's financial goals, you will build and oversee the execution of their Financial Life Strategy; the underpinning of all of the personalised work we do for them.

• Life happens, and things change. You will build an ongoing relationship with the clients and carry out all the work that goes into cultivating this relationship and continuously managing the strategy we are taking for them. This includes responding to queries, conducting client meetings and of course, offering financial advice.

• This is a holistic role that covers cashflow projections, lifetime events, investment advice and tax. We have an incredible Investment and Financial Life Solutions team who are here to support you with specialist investment market analysis and help you build investment advice.

• Through all of this you will undoubtedly become an expert in our technology and be able to leverage it to drive optimal performance outcomes for clients. We want to hear their feedback and yours. Working in collaboration with our product and development teams you will have the opportunity to help drive innovation and efficiencies in our technology.

• From time to time we run events for our clients and key stakeholders in London. Previous events have included discussions with journalists, activists and even renowned sculptor Anthony Gormley as well as a private showing of an immersive art exhibition. When these events run, you may be asked to participate as a representative from Y TREE.

• As Y TREE grows, the future of this role can be shaped by the individual who joins us. Whether you would like to grow the number of clients you manage, specialise in an area of personal finance or start managing teams of other advisors, we follow the road best suited to you in your pathway to progression.

• As part of your role, you’ll also help shape and support the next generation of talent at Y TREE. You’ll lead a team of Analysts and Associates, creating an environment where they feel empowered, challenged and supported.

• You’ll spend time with each of them regularly - through monthly 1:1s and day-to-day conversations. You will offer guidance, share feedback and help them grow in confidence and capability. You’ll coach them through complex work, encourage independent thinking and champion their development.

• As they progress, you’ll be instrumental in helping them take the next step - whether that’s taking on more responsibility, stepping into a new role or being put forward for promotion. You’ll play a key role in building the future of our advisory team, just as much as you're shaping the financial futures of our clients.

About You

• We want you to be warm and engaging, with the ability to build strong, well-rounded relationships.

• 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 would like you to have a methodical and detail-orientated approach to work and the confidence to go toe-to-toe with sometimes demanding clients.

• 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 driving innovation in our area of personal finance and our product is a reflection of our team. We would like for you to be inquisitive, an independent thinker and someone eager to share ideas.

• We operate a very 'flat' hierarchy in the business, so we would like you to leave your ego at the door. Those with a people-centred approach are best suited to us and our team.

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.

• 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.