Client On-boarding Assistant in Exeter
Client On-boarding Assistant

Client On-boarding Assistant in Exeter

Exeter Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support client onboarding by ensuring accurate setup and compliance checks.
  • Company: Join Ashfords, a forward-thinking firm with a collaborative culture.
  • Benefits: Enjoy a supportive environment, career development, and work-life balance.
  • Why this job: Make a difference in client experiences while growing your professional skills.
  • Qualifications: Attention to detail and a willingness to learn are key; experience is a bonus.
  • Other info: Be part of a diverse team committed to innovation and community involvement.

The predicted salary is between 28800 - 43200 £ per year.

We are looking for a full-time Administration Assistant to join our Exeter office on a permanent basis. As an Administration Assistant, you will support the firm’s client onboarding team by making sure new clients and matters are set up correctly and efficiently. You will carry out checks to ensure there are no conflicts with taking on new clients and carry out ID and background checks for both individuals and organisations. This will include verifying documents, checking for sanctions or negative media, and spotting any missing or inconsistent information. You will guide colleagues on what evidence is needed to complete these checks and review any additional information provided.

You will keep internal records accurate and up to date, and work closely with colleagues across the firm by phone, video call, or in person to provide support and clarification when needed. You will also assist with administrative tasks for the compliance team and help with other compliance projects as required. You will manage your workload effectively, prioritising tasks and working to deadlines. Your work will help the firm meet regulatory requirements, including guidance on anti-money laundering matters such as Source of Funds and Source of Wealth. Overall, your role will support smooth onboarding processes and help colleagues provide an excellent experience for our clients.

Who you are

You will be someone who brings strong attention to detail and a confident, professional approach to your work. You communicate clearly with colleagues at all levels and remain calm, organised and focused when handling multiple demands. A collaborative approach is important, as is the flexibility to support the team as priorities evolve. You’ll demonstrate solid organisational and analytical abilities, a friendly and approachable manner, and confidence using MS Office and general IT systems.

Although previous experience in client onboarding or a professional office environment is beneficial, it is not essential, and we welcome applications from individuals who are new to professional services. Above all, we are looking for someone who is motivated, eager to learn and capable of managing a varied workload with accuracy and professionalism.

At Ashfords, we believe in more than just doing great work - we believe in building a great place to work. When you join us, you become part of a team where everything we do is underpinned by our four core values: Be Open, Think Team, Make a Difference and Always Grow. These values shape who we are and how we work - they guide our decisions, influence our culture, and drive the way we support our people, clients and communities.

With a clear focus on innovation, community involvement, and supporting a healthy work-life balance, we are committed to building an environment where our people can have a rewarding and meaningful career. Whilst we recognise that every career journey is unique, we will be ambitious for you, giving you the tools, trust, and opportunities to develop your career, your way. Our goal? To help you realise your full potential as part of a forward-thinking team.

Our offer

We know that our people are at the heart of everything we do – and that’s why we’re committed to supporting your wellbeing, growth and work-life balance. Beyond our benefits package, you’ll be encouraged, no matter what your role or career level, to get involved in our Responsible Business programme, where you’ll support initiatives such as charity fundraising, environmental causes and our employee led diversity and inclusion groups.

You can find out more about our benefits by visiting the Reward & Wellbeing page on our website.

What’s next?

Our recruitment process typically involves two stages, which are designed not only to explore your skills and experience but also to give you a real insight into what it’s like to work at Ashfords. Throughout the process, our dedicated Talent Attraction team will be here to support you every step of the way. We believe that building a firm with a wide range of perspectives, backgrounds, and experiences drives innovation and strengthens our teams, and we welcome applications from individuals of all backgrounds.

To support your growth, we offer ongoing training and development opportunities to help you reach your full potential – so even if you don’t feel you match all the requirements of the job role, we’d still love to hear from you. At Ashfords, we’re committed to creating a diverse and inclusive workplace where everyone feels respected, valued, and empowered to succeed.

If you require any reasonable adjustments during the recruitment process or would like to discuss anything regarding your application, please contact us at talentattraction@ashfords.co.uk.

For an informal and confidential discussion about this opportunity, please contact Kitty Hughes, Talent Attraction Assistant – kr.hughes@ashfords.co.uk.

Or apply now, and we will be in touch with you as soon as possible.

Client On-boarding Assistant in Exeter employer: Ashfords LLP

At Ashfords, we pride ourselves on being an exceptional employer, offering a supportive and collaborative work environment in our Exeter office. Our commitment to employee growth is evident through ongoing training opportunities and a focus on work-life balance, while our core values of openness, teamwork, and making a difference guide our culture. Join us to be part of a forward-thinking team that values innovation and community involvement, ensuring a rewarding career path for all.
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Contact Detail:

Ashfords LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client On-boarding Assistant in Exeter

✨Tip Number 1

Network like a pro! Reach out to current employees on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for the application process. It’s a great way to get insider info and show your genuine interest in the company.

✨Tip Number 2

Prepare for the interview by researching common questions for client onboarding roles. Think about how your skills align with the job description, especially around attention to detail and communication. Practising your answers will help you feel more confident when it’s time to shine!

✨Tip Number 3

Show off your organisational skills! During the interview, be ready to discuss how you manage multiple tasks and deadlines. Use examples from your past experiences to illustrate your ability to prioritise effectively, just like you would in the role of an Administration Assistant.

✨Tip Number 4

Don’t forget to follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.

We think you need these skills to ace Client On-boarding Assistant in Exeter

Attention to Detail
Client Onboarding
ID and Background Checks
Document Verification
Conflict Checks
Communication Skills
Organisational Skills
Analytical Abilities
MS Office Proficiency
Time Management
Collaboration
Problem-Solving Skills
Adaptability
Professionalism

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Client On-boarding Assistant role. Highlight your attention to detail and any relevant skills that match the job description. We want to see how you can contribute to our team!

Showcase Your Communication Skills: Since you'll be working closely with colleagues and clients, it's important to demonstrate your clear communication abilities. Use examples in your application that show how you've effectively communicated in previous roles or experiences.

Emphasise Your Organisational Skills: The role requires managing multiple tasks and deadlines, so make sure to highlight your organisational skills. Share specific instances where you've successfully prioritised tasks or managed a varied workload.

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. This way, we can easily track your application and get back to you quickly. Plus, it shows you're keen on joining our team!

How to prepare for a job interview at Ashfords LLP

✨Know the Role Inside Out

Before your interview, make sure you thoroughly understand the responsibilities of a Client On-boarding Assistant. Familiarise yourself with client onboarding processes, compliance checks, and the importance of attention to detail. This will help you answer questions confidently and show that you're genuinely interested in the role.

✨Showcase Your Organisational Skills

Since the job requires managing multiple tasks and deadlines, be prepared to discuss how you prioritise your workload. Share specific examples from your past experiences where you successfully managed competing demands, demonstrating your organisational abilities and calm approach under pressure.

✨Communicate Clearly and Confidently

Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. During the interview, engage with your interviewers by asking questions and providing thoughtful responses. This will showcase your collaborative spirit and ability to work well with colleagues at all levels.

✨Emphasise Your Willingness to Learn

Even if you lack direct experience in client onboarding, highlight your eagerness to learn and adapt. Discuss any relevant skills or experiences that demonstrate your motivation and ability to pick up new concepts quickly. This aligns with the company's value of 'Always Grow' and shows that you're ready to contribute positively to the team.

Client On-boarding Assistant in Exeter
Ashfords LLP
Location: Exeter

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