Lymm
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
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Prepare and issue client review packs, including valuations and performance data
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Manage client data, questionnaires, and fact finds
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Maintain internal systems and update records
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Support group pension scheme administration
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Draft suitability letters and conduct AML checks
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Ensure compliance with FCA Conduct Rules
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Handle general admin tasks including calls, mail, and document processing
Future Development
As the role progresses, responsibilities may expand to include:
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Fund switches and investment withdrawals
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Pension income processing
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New business submissions
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Broader support for advisers and client services