Location
Lymm
Salary Competitive TypePermanent WorkplaceOn-Site Ref88745
Recruiter Managing This Role
Client Review Analyst
Location: Manchester
Salary: £25,000 £28,000 (depending on experience)
About the Role
An established financial planning firm is seeking a detail-oriented and proactive Client Review Analyst to join their team. This is a fantastic opportunity to build a long-term career within the financial services sector, with scope to progress into broader back-office and client support functions over time.
Key Responsibilities
1. Prepare and issue client review packs, including valuations and performance data
2. Manage client data, questionnaires, and fact finds
3. Maintain internal systems and update records
4. Support group pension scheme administration
5. Draft suitability letters and conduct AML checks
6. Ensure compliance with FCA Conduct Rules
7. Handle general admin tasks including calls, mail, and document processing
Future Development
As the role progresses, responsibilities may expand to include:
8. Fund switches and investment withdrawals
9. Pension income processing
10. New business submissions
11. Broader support for advisers and client services