Client Service Administrator

A client of ours in the Bury St Edmunds area are recruiting a Client Service Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm and paying £12.71 - £13.18 per hour depending on experience.

Following a successful probation period, this role offers hybrid working, with 2 days from home and 3 days in the office.

• Maintain accurate client records and documentation within internal systems.
• Prepare client review packs and support review processes.
• Analyse risk profile questionnaires and policy information.
• Complete post-review administration and follow established procedures.
• Conduct anti-money laundering checks and manage provider correspondence.
• Monitor upcoming client reviews and maintain records.
• Provide administrative support to the Private Client team.
• Maintain training and development records and support continuous professional development.

• Previous Administration experience.
• Interest within wealth management or financial services.
• High attention to detail.
• Proficient IT skills.
• Highly organised.
• Excellent communication skills.

• Pension (6% company contribution & 3% employee contribution).
• Bupa cash plan.
• 25 days' holiday + 1 day off for birthday, plus bank holidays.
• Christmas Shutdown.
• Income Protection.