Trainee Financial Adviser: WealthTech Client Services

Y TREE is a rapidly growing WealthTech 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.

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