Pension & Investment Analyst

Pension & Investment Analyst Salary: £26,000 - £28,000 + Monthly Performance Bonus Location: Manchester City Centre (Fully Office Based) Hours: Mon-Thu (09:00-17:30) Fri (09:00-17:00)

Looking to build a career in financial services?

Our client is looking for a highly organised and numerically minded individual to join their growing team as a Pension & Investment Analyst.

No previous pensions or financial services experience is required. Full training will be provided, making this an excellent opportunity for graduates or candidates with strong administration, analytical or customer service experience who are looking to develop a long-term career within wealth management.

Working alongside experienced Financial Advisers, you'll play an important role in supporting clients and ensuring pension and investment processes run smoothly.

The Role

As a Pension & Investment Analyst, you will provide administrative and analytical support to Financial Advisers while developing your knowledge of pensions and investments.

Your responsibilities will include

Preparing and processing client documentation

Liaising with pension providers and investment companies

Maintaining accurate client records and updating internal systems

Supporting Financial Advisers with administrative tasks

Ensuring information is recorded accurately and compliantly

Assisting clients with documentation and queries

Monitoring cases through to completion

Using Excel and internal systems to manage and organise information

About You

We are looking for someone who is

Numerically minded and comfortable working with figures

Highly organised with strong attention to detail

Analytical and confident using Microsoft Excel

A strong communicator with a positive attitude

Able to manage multiple tasks in a fast-paced environment

Keen to build a long-term career in financial services

Previous experience in administration, data analysis, customer service, finance, banking or office-based roles would be beneficial, although full training will be provided.

What's in it for you?

£26,000 - £28,000 basic salary

Monthly performance bonus (typically £300+ per month)

25 days holiday plus bank holidays (33 days total)

Pension contributions matched up to 8%

Private healthcare

Share scheme

Death in Service cover

Modern Manchester city centre offices

Full training provided

Fast-track progression opportunities

Monday-Friday working hours