Robert Walters
Pension & Investment Analyst
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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
Compensation & Benefits
- 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!
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Genuine progression opportunities - Promotions are based on merit and performance led.
Responsibilities
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements
- 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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills