Client Onboarding Coordinator
Connections The Recruitment Specialists Limited
This is a brilliant opportunity for somebody who enjoys administration, process coordination and working in a structured, regulated environment, while also wanting genuine long-term progression and development. The role focuses on supporting the onboarding of new financial advisers and firms, managing applications end to end, completing due diligence checks and working closely with compliance and operational teams to ensure a smooth onboarding journey.
Key responsibilities include:
• Progressing onboarding applications through each stage of the process
• Carrying out due diligence checks and gathering documentation
• Supporting regulatory approval processes
• Liaising with compliance, risk and training teams
• Maintaining accurate records and internal systems
• Supporting reporting, tracking and operational improvements
What’s on offer:
• Hybrid working
• Monday to Friday only
• Genuine progression opportunities within financial services
• Support with industry qualifications and long-term development
• Enhanced pension scheme
• Modern office in Sale
• Supportive and collaborative team culture
We are particularly keen to speak with candidates who have experience working within a regulated environment, alongside strong organisational skills and attention to detail.
If you’d be interested in hearing more, please apply or send your CV to (url removed)
Apply Now →
Application opens at the source listing. Free for jobseekers.