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.
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.
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.
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
Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.
