At a Glance
- Tasks: Guide clients through the onboarding process and ensure all documentation is accurate.
- Company: Leading wealth management advisor with a strong European presence.
- Benefits: Competitive salary, bonus, healthcare, pension, and flexible working options.
- Other info: Flexible hybrid or remote work model with opportunities for growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 4-5 years of client onboarding experience in financial services.
The predicted salary is between 40500 - 49500 £ per year.
Our client, a prominent wealth management advisor, seeks a junior-to-mid level onboarding officer for its European business. 18-month fixed-term contract .
Start date ASAP.
Salary around £50k + benefits package (including bonus, healthcare, life cover, pension, holidays etc.).
Flexibility around working model - hybrid (London / St James) or fully remote.
The successful candidate will have a minimum of 4 or 5 years' client onboarding (KYC) experience in a financial services environment.
Meet or call clients at the post-report stage to clearly explain the Source of Wealth (So W) document requirements for the recommended investment provider.
Review client files, fully prepare and populate application forms, and assemble Know Your Customer (KYC) documentation.
Challenge/Interrogate So W/KYC information directly with the client to ensure accuracy and validity of information provided.
Attend client sign-up meetings to present application forms and validate So W/So F evidence brought for certification.
Submit completed applications to the Investment Provider.
Regularly update clients throughout the provider’s onboarding process.
Upon provider sign-off, provide clients with bank details for premium payments.
Once funds are received and allocated, place deals online.
Confirm to clients, issue a welcome letter, and provide access to the Client Portal.
Ensure receipt of policy documents from the Investment Provider and deliver them to clients.
Onboarding Specialist employer: Caravel
Join a leading European Wealth Management and Tax Planning advisory business in London, where you will thrive in a dynamic work culture that values collaboration and innovation. With a strong focus on employee growth, the company offers extensive opportunities for professional development and a competitive salary package, including performance-related bonuses and benefits. Embrace the flexibility of a hybrid working model while contributing to meaningful legal operations that enhance efficiency and governance across the organisation.
