Senior People Partner

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 Talent Experience team shapes the environment in which Y TREE's people and leaders thrive, covering recruitment, performance, culture and our ways of working. The Performance area sits at the heart of this, partnering with managers across the business to raise leadership capability and create a fair, legally sound environment where teams can do their best work.

This role reports into the Lead Performance Partner and works closely with them, alongside the wider Talent team (Operations and Attraction) to support the team's strategic direction. As a senior member of the Performance team, you'll operate with a high degree of autonomy and partner directly with senior leaders to help shape and embed the priorities that keep teams performing sustainably over time.

The Role

At its core, Performance Partnering at Y TREE is about working alongside managers to help them build, shape and get the best out of their teams. As Senior Performance Partner, you'll be a trusted partner to managers across the business, spotting friction early, whether that's a team member feeling under-supported, a structural issue in how a team is set up, or an emerging capability gap, and co-creating practical, tailored solutions with them.

Employee relations is also an important part of the role, you'll need sound employment law judgement and genuine confidence handling disciplinaries, grievances and other formal casework when they arise. You'll also contribute to the broader performance frameworks and projects led by the Lead Performance Partner, and you will use AI tools confidently and naturally in your day-to-day work, from drafting documentation to researching policy questions, to creating more efficient ways of working more efficiently.

Key Responsibilities

• Act as a trusted advisor and coach to managers, helping them build stronger, better-functioning teams.
• Co-create tailored, practical solutions with line managers, drawing on the specifics of their team and wider business context.
• Support managers in identifying and addressing early performance concerns before they need to become formal processes.
• Contribute to the design and delivery of performance management frameworks, goal-setting processes and feedback mechanisms, working closely with the Lead Performance Partner.
• Support onboarding and probation design, ensuring managers set clear expectations and give new hires the support to succeed from day one.
• Use insight from casework, engagement and performance data to flag risks and improvement opportunities to the Lead Performance Partner.
• Own and deliver projects within the Performance area, managing timelines and stakeholders independently.
• Manage employee relations casework, including disciplinaries, grievances, performance improvement plans and workplace investigations, ensuring fair, consistent and legally compliant outcomes.
• Coach managers through complex ER conversations, providing practical guidance grounded in employment law and Y TREE's policies.
• Draft and maintain ER documentation and case files to a high standard, ensuring accurate record-keeping and legal defensibility.
• Stay current on UK employment law and case law developments, ensuring Y TREE's policies and practices remain compliant.
• Use AI tools to speed up casework documentation, policy research and reporting, while maintaining the judgement and discretion ER work requires.

About You

Technical Skills

• Proven experience as a Senior People Partner, HRBP or similar, with a track record of proactively coaching and influencing managers to build stronger teams.
• Solid grounding in UK employment law, with hands-on experience managing disciplinaries, grievances and other ER casework from start to finish.
• Confident using AI tools (e.g. Gemini, Claude) day-to-day to draft documentation, research policy questions and improve how you work.
• A track record of delivering projects and being able to plan, manage stakeholders and see initiatives through to completion.
• Experience in fintech or financial services, ideally within an FCA-regulated environment, is a plus.
• CIPD Level 5 qualified (or equivalent), demonstrating a solid grounding in HR practice and employment law fundamentals, is a plus.

Personal Characteristics

• Resilient and able to manage competing priorities under pressure
• Hands-on and detail-oriented, with sound judgement in sensitive situations.
• Confidence operating with autonomy in sensitive or ambiguous situations.
• Curious around the future of HR and quick to adopt new tools and ways of working.
• Calm, fair and empathetic, balancing employee and business needs.
• Able to flex between structured casework and ambiguous, fast-moving projects.
• A collaborative team player who builds trust with managers at all levels.

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.