Pension & Investment Analyst

Job Summary/Introduction

Pension & Investment Analyst

Salary: £26'000 - £28,000 per annum, amazing benefits and fast track progression opportunities.

Location: State of the art Manchester city centre offices (Office based)

Our client is actively seeking an exceptionally organised and motivated professional to enhance their team as a Pension and Investment Analyst. This crucial position underpins the firm's operations by providing vital administrative support and facilitating close collaboration with advisory teams.

The ideal candidate will have a desire to progress in the pensions and financial services sectors, with a strong preference for backgrounds in financial planning and wealth management.

Keywords: Pension, Administrator, Financial Services, Wealth Management, Graduate Job, University graduate

• Competitive salary of £26,000 - £28,000 per annum plus performance bonus (Upwards of £300 per month)
• Monday to Friday working hours
• Based in Manchester city centre (Office based)
• Benefits include: 25 days holiday + Bank Holidays (33 days), pension match up to 8%, shares scheme, discretionary bonus, death in service and private healthcare to name a few!
• Genuine progression opportunities – Promotions are based on merit and performance led.

What you'll do

As a Pension and Investment Analyst, you will play a pivotal role in supporting the smooth operation of our client's firm. Your day-to-day responsibilities will involve managing interactions with insurance and pension providers, assisting clients with documentation, maintaining client records, supporting financial advisors, executing administrative tasks promptly.

• Document Assistance: Support clients in completing necessary internal documentation, ensuring clarity and accuracy.
• Record Keeping: Maintain meticulous and confidential client records, ensuring data integrity and compliance with privacy standards.
• Advisory Support: Aid financial advisors in the preparation and processing of client documentation, enhancing the efficiency of client service delivery.
• Administrative Efficiency: Guarantee the timely execution of administrative tasks, aligning with internal policies and regulatory requirements.
• Team Collaboration: Promote effective communication within the advisory team to foster a cohesive and productive work environment.
• Data Management: Keep client information current and accurately recorded in our systems, facilitating efficient access and analysis.
• Document Maintenance: Regularly update internal documents and systems to reflect current information and practices.

What you bring

• A good attitude and the ability to work in a high pressure environment
• Attention to detail and exceptional organisational skills are required to manage daily interactions efficiently.
• Analytically minded with good excel skills
• Ability to execute administrative tasks promptly while adhering to internal policies and regulatory requirements.

What's next

If you're ready to take your career to the next level as a Pension & Investment Analyst, don't hesitate, apply online today!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates