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Pension Review Support Analyst
Location: Altrincham
Salary: £28,000 – £32,000 Benefits Study Support
Full-Time | Permanent | Office-Based with Hybrid Flexibility
NJR Recruitment is delighted to be representing a respected financial planning business in their search for a highly organised and detail-oriented Support Analyst to join their Pension Review Team. This is a fantastic opportunity to join a supportive and growing business where you’ll play a key role in ensuring smooth review processes, maintaining accurate records, and producing high-quality suitability reports.
What’s on Offer
- Competitive salary £28,000 – £32,000
- Bonus scheme (quarterly)
- Career development with study support and £1k salary increase per exam passed
- Supportive and professional working environment
- Company pension scheme (4.4% employee & 3.6% employer)
- 20 days holiday 2 weeks off at Christmas birthday day off
- Regular team events and bonding activities
- Hybrid working option (1-day WFH after training/probation)
Key Responsibilities
- Prepare review valuation packs for client meetings
- Generate fund fact sheets, graphs, and analysis using FE Analytics
- Record clients’ attitude to risk and produce reports via Defaqto
- Liaise with clients via phone, email, and written communication
- Check and update review fact finds for accuracy and completeness
- Process fund switches and portfolio updates in line with adviser recommendations
- Maintain accurate records and securely manage client documentation
- Assist advisers with fact find input and data collection
- Produce professional review letter suitability reports
- Manage workflows through the back-office system
What We’re Looking For
- Previous experience in a Paraplanner, Pension Review Analyst or financial services support role
- Strong IT skills, with knowledge of financial platforms and providers (Aegon, Quilter, Royal London, Aviva, LV etc.)
- Experience using back-office systems (Finplan desirable)
- Proficiency with Outlook, Microsoft Teams, and Zoom
- Excellent organisational skills with strong attention to detail
- Strong written and verbal communication skills
- Ability to multitask, prioritise, and work under pressure
- Proactive, adaptable, and committed to delivering outstanding client service
Apply Now
If you’re an organised and motivated individual looking to join a growing business with genuine career development opportunities, apply today NJR16000
