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

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• Competitive salary of £26,000 - £28,000 per annum plus performance bonus (Upwards of £300 per month)
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• Monday to Friday working hours
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• Based in Manchester city centre (Office based)
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• 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!
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• Genuine progression opportunities - Promotions are based on merit and performance led.
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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.

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

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