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About the Role
The Senior Performance Partner will act as a trusted advisor and coach to managers, helping them build stronger, better-functioning teams. This role involves co-creating tailored solutions, addressing performance concerns, and managing employee relations casework. The position also requires contributing to broader performance frameworks and utilizing AI tools for efficiency.
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.
Requirements
- 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.
- 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.
Skills
- Performance Management
- Employee Relations
- UK Employment Law
- AI Tools
- Project Management
- Coaching
- Stakeholder Management
- HRBP
- People Partnering
- Fintech
- Financial Services
- FCA Regulation
Location
- London
Work Type
- Onsite
- Hybrid
Experience Level
- Senior
Education Level
- CIPD Level 5 qualified (or equivalent)
Benefits
- Private healthcare plan through Vitality
- 50% off premium gym memberships
- Access to Vitality's exclusive rewards programme
- Employee assistance programme for mental health and wellbeing support
- 25 days of annual leave per year
- Regular team socials
- Welcoming, dog-friendly London office
- Breakout spaces and silent booths
- Family-friendly policies
- Support towards professional qualifications
- Electric car schemes
About the Company
- Y TREE is a rapidly growing WealthTech business redefining how individuals and families connect with their money.
- The company provides clients with control over personal finances to achieve financial and life aspirations.
- Y TREE utilizes sophisticated portfolio analytics, innovative behavioural psychology, and cutting-edge UX/UI.
- Founded in 2017 by entrepreneurs with expertise in Technology, Corporate Advice, and Investment Management.
- Backed by leading European investors.
- The Talent Experience team shapes the environment for Y TREE's people and leaders, covering recruitment, performance, culture, and ways of working.
- The Performance area partners with managers to raise leadership capability and create a fair, legally sound environment.
Equal Opportunity
- Y TREE's mission is to build diversity in its teams, including diversity of thought, culture, backgrounds, and perspectives.
- Applicants are encouraged to apply as they are.
- Reasonable adjustments can be made to support the application process.
- Candidates who do not meet 100% of the requirements are encouraged to apply if they can demonstrate suitability.
- Sponsorship is not available for this role.