At a Glance
- Tasks: Lead and improve client onboarding processes while enhancing the client experience.
- Company: Join Hazlewoods, a people-focused firm embracing digital transformation.
- Benefits: Collaborative culture, career growth, and the chance to influence change.
- Other info: Work across Cheltenham and Staverton offices with a focus on innovation.
- Why this job: Shape a modern client experience and lead a dynamic team.
- Qualifications: Experience in AML, KYC, and team leadership required.
The predicted salary is between 45000 - 55000 £ per year.
Do you enjoy bringing structure to complex processes, supporting teams with practical advice, and ensuring things are done properly from the start? Do you also have a passion for improving systems, embracing digital ways of working, and enhancing the client experience? If so, you could be a great addition to our Client Lifecycle team. Hazlewoods has a strong, people‑focused culture and a collaborative way of working. As we continue our digital transformation journey, the Client Lifecycle team plays a key role across the Firm - supporting Partners and client‑facing colleagues to ensure clients are onboarded efficiently, compliantly, and through a seamless, high‑quality experience.
As we continue to grow, we’re looking for a Client Lifecycle Manager to lead and develop the team, take ownership of onboarding and lifecycle processes, and help drive continuous improvement through smarter, more digital ways of working. This role will involve working across both our Cheltenham and Staverton offices.
What you’ll do
- Manage and continuously improve client lifecycle and onboarding processes, with a focus on efficiency and digital optimisation
- Act as a point of reference for Partners and teams on onboarding, AML and due‑diligence requirements
- Lead, coach and support the Client Lifecycle team, ensuring a consistent, practical and forward‑thinking approach
- Review and resolve complex or higher‑risk onboarding matters
- Maintain effective ongoing due‑diligence arrangements for existing clients
- Develop and keep lifecycle policies, procedures and guidance up to date, incorporating digital best practice where appropriate
- Work closely with Risk Management and the MLRO on compliance matters
- Prepare reports and identify risks, delays or areas for improvement, using data and insights to inform change
What you’ll bring
- Strong experience in AML, KYC and client onboarding within a regulated environment
- Experience contributing to or working within digital transformation/process improvement initiatives
- Previous line management or team leadership experience
- Clear, confident communication skills and the ability to build trusted relationships
- A practical, organised approach with strong attention to detail
- The confidence to challenge processes, embrace change, and suggest sensible, technology‑enabled improvements
- An understanding of balancing regulatory requirements with commercial realities
If you’re looking for a role where you can genuinely influence how things work, help shape a modern, digitally enabled client experience, lead a growing team, and be part of a supportive environment, we’d be very happy to hear from you.
Client Lifecycle Manager employer: Hazlewoods
At Hazlewoods, we pride ourselves on our strong, people-focused culture and collaborative work environment, making us an excellent employer for those looking to thrive in a dynamic role like Client Lifecycle Manager. Our commitment to employee growth is evident through continuous improvement initiatives and digital transformation efforts, providing you with the opportunity to lead a dedicated team while enhancing client experiences. With offices in Cheltenham and Staverton, we offer a supportive atmosphere that values innovation and practical solutions, ensuring you can make a meaningful impact from day one.
