City of Westminster, England, United Kingdom · Hybrid
12 Month Fixed Term ContractOPEN TO PART TIME HOURS 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 w…
Skills: Financial planning, Quality assurance, Technical writing, Compliance, Training delivery
City of Westminster, England, United Kingdom · Hybrid
What’s the role? We are seeking an experienced, strategic, and dynamic Marketing Manager based in London to manage and execute our marketing initiatives across the UK and European markets. As a leading provider of …
Skills: B2B Marketing, Private Equity, Fund Administration, Digital Strategy, Account-Based Marketing
City of Westminster, England, United Kingdom · Hybrid
About The Role: We are seeking a commercially minded, highly analytical Treasury Manager to join Paysend’s Treasury team in London. This role combines hands-on treasury operations with strategic commercial impact, suppor…
Skills: Treasury operations, Liquidity management, Cash forecasting, FX operations, Financial risk management
Cedar GroupCity of Westminster, England, United Kingdom · On-site
ABOUT IBS INTELLIGENCE & THE CEDAR GROUP Established in 1991 and headquartered in the UK, IBS Intelligence (IBSi) is the world's only pure-play Financial Technology research, advisory and media firm, with global coverage…
Skills: Writing, Editing, Proofing, Interviewing, Editorial planning
Stockholm Municipality, Sweden · Remote OK
Craft: Finance Job Description: Title: Manager, Accounting Operations Region: EMEA Reports to: Associate Director, Accounting Operations Level: P5 Location: Sweden or UK. Remote working will be considered for the right c…
Skills: Accounting Close, Financial Reporting, Statutory Compliance, Tax Filing, Audit Management
City of Westminster, England, United Kingdom · Hybrid
About 17Capital 17Capital is a private credit manager, specializing in NAV finance for the private equity industry. It provides non-dilutive capital to high-quality private equity management companies, funds, and institu…
Skills: Financial analysis, Communication skills, Attention to detail, Stakeholder management, PowerPoint
City of Westminster, England, United Kingdom · Hybrid
Who we are: We're one of Europe's fastest-growing fintech companies – on a mission to create the world's most empowering way to pay. We launched the product in 2020 and achieved double unicorn status, valued at $2 billio…
Skills: Financial reporting, Audit management, Treasury management, IFRS, Corporate finance
City of Westminster, England, United Kingdom · On-site
Join our Talent Community: Private Shopping Transaction Assistant What is the Talent Community? Our Private Shopping Transaction Assistant Talent Community is a space for passionate individuals who want to shape the futu…
Skills: Transaction Processing, Operational Procedures, Point Of Sale, Financial Paperwork, Multi-tasking
City of Westminster, England, United Kingdom · Hybrid
Credit and Fraud Risk (CFR) is a global function, responsible for making the right credit and fraud risk decisions that uphold operational excellence, drive growth, and accelerate innovation across American Express. CFR …
Skills: Machine learning, Statistical modeling, Python, Spark, GPU-accelerated ML
City of Westminster, England, United Kingdom · Hybrid
We are Creditspring, a new way of borrowing that focuses on its members and provides them with safe and efficient short-term financial products. We're a fast-growing FCA-regulated consumer credit company. We have members…
Skills: Collections strategy, Consumer credit regulation, FCA compliance, Consumer duty, Vulnerable customer support
City of Westminster, England, United Kingdom · Hybrid
Who we are: We're one of Europe's fastest-growing fintech companies – on a mission to create the world's most empowering way to pay. We launched the product in 2020 and achieved double unicorn status, valued at $2 billio…
Skills: Product analytics, Team leadership, SQL, Data modeling, Experimentation
City of Westminster, England, United Kingdom · Hybrid
International Card Services (ICS) brings together our International Consumer and Small & Medium Size Enterprises (SME) issuing activities, as well as our Commercial Large Market sales and account development teams. ICS i…
Skills: Demand generation, Strategic planning, Commercial acumen, Stakeholder management, Negotiation
City of Westminster, England, United Kingdom · On-site
About the Role This will be a 12-18 month contract role. As Contract Renewal Manager, you will lead a customer-facing role responsible for managing a portfolio of customer contracts approaching expiry and driving the end…
Skills: Contract management, Commercial acumen, Negotiation, Revenue management, Customer retention
City of Westminster, England, United Kingdom · Hybrid
The Enterprise Technology Services organization partners with every part of the American Express business to power the company’s growth and innovation with trust and efficiency, and drive competitive differentiation with…
Skills: Python, Go, TypeScript, AWS, GCP
City of Westminster, England, United Kingdom · Hybrid
We are looking for a talented Audit Manager to join our team specializing in Finance for our Internal Audit Department in London, Legal Office, United Kingdon. In this role, you will make an impact in the following ways:…
Skills: Financial Auditing, Operational Auditing, IT Auditing, Compliance Auditing, Risk Assessment
City of Westminster, England, United Kingdom · Hybrid
At Oliver Wyman, a Marsh (NYSE: MRSH) business, we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative…
Skills: Revenue operations, Project lifecycle management, Finance operations, People leadership, Operational governance
City of Westminster, England, United Kingdom · On-site
Craft: Finance Job Description: This key role is integral to supporting King’s Marketing team and the Finance Director, Marketing. You will partner closely with Marketing across Performance Marketing and broader brand, c…
Skills: Finance Business Partnering, FP&A, Commercial Finance, Financial Modelling, Forecasting
City of Westminster, England, United Kingdom · On-site
Craft: Finance Job Description: Finance Manager – Corporate Functions (FTC - 14 months) Reporting to: Finance Director – Investment & Optimisation Why This Role? This is a highly visible Finance Manager role supporting s…
Skills: Financial Planning & Analysis, Business Partnering, Financial Modelling, Budgeting, Forecasting
City of Westminster, England, United Kingdom · Hybrid
The Global Risk & Compliance (GRC) organization serves as American Express’ independent risk management function. GRC maintains the enterprise risk framework, provides oversight and challenge, and monitors key risks. By …
Skills: Risk management, Technology risk, Governance, Regulatory compliance, Cybersecurity
City of Westminster, England, United Kingdom · Hybrid
The Global Risk & Compliance (GRC) organization serves as American Express’ independent risk management function. GRC maintains the enterprise risk framework, provides oversight and challenge, and monitors key risks. By …
Skills: Risk management, Financial risk management, Regulatory compliance, Governance, Leadership
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The analyst will manage the suitability review programme, perform first-pass advice checks, and maintain procedure documentation. Additionally, they will design and deliver technical training to analysts while supporting the rollout of new financial propositions.
Candidates must hold or be working toward a Level 4 Diploma in Regulated Financial Planning or have equivalent paraplanning/compliance experience. Strong technical writing skills, a solid understanding of FCA requirements, and the ability to explain complex data in plain English are essential.
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.
The Advice Quality & Training Specialist protects and raises the quality of the advice we give, and builds the team's capability to deliver it. Working within the Client Team's Quality Assurance and Learning & Development frameworks, this role delivers the day-to-day running of the suitability review programme (under the control of the Head of Client Team and the Head of Risk & Compliance), performs first-pass checks on advice sign-offs, keeps our procedures and knowledge base accurate, and designs and delivers technical training to our analysts.
Suitability & advice-quality assurance
Deliver the day-to-day running of the annual suitability review programme: scheduling, pulling files, executing file reviews across the pods, maintaining the live Issues & Actions tracker, drafting findings for review, and chasing remediation to closure.
Perform first-pass review of advice checklist sign-offs: clear standard cases within defined criteria, and flag high-risk or borderline cases for senior sign-off against a written trigger.
Audit operational-risk incidents for recurring patterns and propose systemic fixes.
Guardrail: ownership of scope, grading standard and final sign-off remains with the Head of Client Team and Head of Risk & Compliance. This role carries out the work under their supervision, with no independent grading or final sign-off, and escalates high-risk cases immediately.
Training & knowledge (Learning & Development)
Design and deliver technical training and coaching for analysts on the concepts behind our advice (for example pensions, CGT, suitability, the advice building blocks).
Own the drafting and upkeep of procedure guides, technical briefing notes and training materials, and maintain the Client Team knowledge base (Hub / Confluence), working within the knowledge architecture owned by the Lead (GitHub / Y-oda).
Change & proposition support
Support the rollout of new propositions (the Family Members Service, FICs & Trusts) led by the Lead, building and releasing reusable process templates.
Technical Skills
Level 4 Diploma in Regulated Financial Planning (or working toward it), or an equivalent paraplanner / advice / compliance background.
A sound understanding of FCA requirements, Consumer Duty and suitability.
Strong technical writing and the confidence to teach; comfort with AI tools, GitHub and Confluence.
Skills to Demonstrate
Translating complex strategy and compliance into clear documentation and training.
Sound judgement about when to clear, when to flag and when to escalate.
Structured, empathetic communication.
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.
Comfortable working alongside non-technical colleagues, and able to explain a data problem in plain English.
Curious about how a business actually works — who relies on what, and what breaks when it's wrong.
A habit of noticing a manual, repetitive process and fixing it without being asked.
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.
Central Intelligence for Money and Life
We are in the business of financial life intelligence. Combining data, experience and technology, we provide insight across all aspects of our clients’ financial profiles. We are not asset or wealth managers. We provide pure advice. The value of investments as well as the income derived from them can go down as well as up and investors may get back less than the original amount invested. Y TREE Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 967369). Y TREE Limited is also regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 as a Registered Account Information Service Provider (Firm Reference Number 815261). Company registered in England and Wales under company number 10186799. Registered office: Acre House, 11/15 William Road, London, NW1 3ER, United Kingdom.
Offices: 130 Shaftesbury Avenue, London, England W1D 5AR, GB
There are currently 140 open finance & accounting positions in City of Westminster, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include American Express, Stream, Welltower™ Inc. (NYSE:WELL), Zilch, Creditspring, among others. Browse the listings above to see every active employer.
Yes — 96 of the 140 open finance & accounting positions offer remote or hybrid work (4 remote, 92 hybrid).
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