Client Data & Operations Analyst

12 Month Fixed Term Contract

Entry level / Graduate Opportunity

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.

Overview

During your 12 month contract, you will be the engine of data quality, control and automation in the Client Team. As the firm tightens client data ownership and governance, this role is the hands-on steward of the data that sits behind our advice: making sure it is complete, accurate, well-defined and current, and building the automations that remove manual effort.

It is also a genuine on-ramp into the financial planning industry for a sharp, analytical mind: you will see how regulated advice is built and delivered while you own the data and systems that underpin it.

The Role

Data Stewardship & quality

• Act as the Client Team's hands-on data steward: consolidate and characterise our client data, help build and maintain a data catalog (attribute, source / lineage, definition, and criticality tier), and define and apply data-quality rules.
• Work within the governance framework set by the Head of Data Strategy & Governance and under the Client Team's data ownership; support the move from manual daily checks toward automated monitoring, resolving flagged discrepancies with the right people.

Data completeness & regulatory remediation

• Own recurring completeness and remediation sweeps on advice-critical fields (for example tax status, offshore / US-connected fields), and the record-keeping fixes that arise from suitability reviews.

Provider data pipeline & ingestion quality

• Work with the Data Operations team to ensure completeness and quality of provider data received from third-party providers. Own the quality of the portfolio data into the Back Office system.

Automation & efficiency

• Identify and build low-code automations and process improvements across the Client Team and the broader advice team's data and workflow layer, in partnership with the internal Process Automation Product Manager.

About You

Technical Skills

• A strong STEM or numerate degree (for example physics, chemistry, mathematics, engineering, data science or economics), or equivalent demonstrable numerical ability. A financial-services background is not required.
• Strong spreadsheet and data skills, and an understanding of data-validation principles.
• Automation-curious: some exposure to, or a clear aptitude to pick up, low-code automation (for example n8n) and AI tools would be advantageous. We will support you to learn.
• Knowledge of Financial Services, with an emphasis on financial planning, would be advantageous, but not a must.

Personal Characteristics

• Exceptional attention to detail and real satisfaction in bringing order to messy data.
• Analytical, root-cause thinking.
• Persistent, collaborative communication, including chasing external providers.

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.