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