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Review team analyst

Altrincham
Analyst
£28,000 - £32,000 a year
Posted: 7 September
Offer description

Review Team Analyst | Altrincham | Hybrid Working | £32,000 A leading financial advice firm is seeking a Review Team Analyst to join their review team. The role: A varied and detail-driven position, including: Producing review valuation packs and suitability reports Generating fund fact sheets, graphs, and analysis via FE Analytics Recording client attitudes to risk and producing reports using Defaqto Processing fund switches and updating client records Liaising with clients by phone, email, text, and letter Checking review fact finds and maintaining accurate files Assisting advisers with data input and portfolio reviews Managing tasks and workflows through back-office systems (Finplan) Ensuring compliance, document management, and secure record keeping The person: Highly organised with strong IT and financial software skills (platforms such as Aegon, Quilter, Aviva, Royal London, etc). Detail-focused with excellent communication, both written and verbal. Able to prioritise, multitask, and deliver high-quality work under pressure. The benefits: £28–32K salary | Quarterly bonus scheme | Exam support with salary increases for passes | 20 days holiday 2 weeks at Christmas (Without using holiday allowance) birthday off | Pension scheme | Hybrid working (1 day WFH after probation) | Training, career development, and team bonding events Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.

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