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

Apply Now

If you enjoy working with numbers, have great attention to detail and are looking for an opportunity to build a career within financial services, we'd love to hear from you.

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