At a Glance
- Tasks: Support onboarding of new financial advisers and manage applications end to end.
- Company: Established financial services business with a supportive team culture.
- Benefits: Hybrid working, genuine progression opportunities, and support for industry qualifications.
- Other info: Modern office in Sale with enhanced pension scheme.
- Why this job: Join a structured environment and make a real impact in financial services.
- Qualifications: Experience in a regulated environment with strong organisational skills.
The predicted salary is between 30000 - 40000 € per year.
We are supporting an established financial services business looking to add to their onboarding and operations team based in Sale. 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:- 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 Luke@connectionsrec.co.uk
Client Onboarding Coordinator employer: Connections Recruitment
Join a leading financial services firm in Sale, where you will thrive in a supportive and collaborative team culture that values your growth. With hybrid working options, enhanced pension schemes, and genuine opportunities for progression within the industry, this role as a Client Onboarding Coordinator offers a rewarding career path in a structured and regulated environment. Embrace the chance to develop your skills while contributing to a smooth onboarding journey for new financial advisers and firms.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Coordinator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in onboarding or compliance. A friendly chat can open doors and give you insights that might just land you that interview.
✨Tip Number 2
Prepare for the interview by understanding the company’s onboarding process. Familiarise yourself with their values and how they support new advisers. This shows you’re genuinely interested and ready to hit the ground running!
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects in a structured environment. This will highlight your ability to thrive in a regulated setting.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role can leave a lasting impression. Plus, it shows you’re proactive and keen on the opportunity.
We think you need these skills to ace Client Onboarding Coordinator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in administration and process coordination. We want to see how your skills align with the role of Client Onboarding Coordinator, so don’t be shy about showcasing your attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the opportunity and how your background fits into the structured, regulated environment we work in. Let us know what makes you tick!
Showcase Relevant Experience:If you've worked in a regulated environment before, make sure to mention it! We’re particularly keen on candidates who have experience with compliance and due diligence checks, so highlight any relevant roles or projects.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Connections Recruitment
✨Know the Role Inside Out
Make sure you thoroughly understand the responsibilities of a Client Onboarding Coordinator. Familiarise yourself with the onboarding process, due diligence checks, and how compliance plays a role in the financial services sector. This will help you answer questions confidently and show your genuine interest in the position.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained accuracy in a structured environment.
✨Prepare for Compliance Questions
Given the regulated nature of the job, expect questions related to compliance and risk management. Brush up on relevant regulations and be prepared to discuss how you would handle compliance-related challenges during the onboarding process.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that demonstrate your enthusiasm for the role and the company. Inquire about the team culture, opportunities for progression, and how they support ongoing development. This shows you're not just interested in the job, but also in growing with the company.
