Review Team Analyst
3 days ago
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
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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