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- Tasks: Join our team to onboard new clients and ensure compliance with regulations.
- Company: Dynamic investment management firm focused on client success.
- Benefits: Competitive salary, supportive work environment, and opportunities for growth.
- Other info: Collaborative atmosphere with room for personal initiative and problem-solving.
- Why this job: Make a difference by guiding clients through their onboarding journey.
- Qualifications: 2 years of relevant experience and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Work as part of the team to ensure the timely and accurate onboarding of new clients.
Key Responsibilities
- Review and approve new client documentation including carrying out relevant AML/KYC/Identity checks.
- Ensure correct escalation routes are adhered to when dealing with higher risk or complex cases.
- Provide guidance (within the scope of your personal regulatory knowledge and training) to the Investment Management and Operations Departments in relation to regulatory requirements and relevant JM Finn policies and procedures.
- Ensure all team queries and tasks are dealt with in a positive and timely manner.
- In addition to the above functions, employees are required to carry out such other duties as may reasonably be requested.
Skills, Knowledge and Expertise
- Minimum of 2 years work experience within the relevant field and be able to demonstrate transferrable skills and behaviours.
- GCSE Grade C English & Maths.
- Communication – both written and oral.
- Problem Solving / ability to use one’s own initiative.
- IT/relevant systems knowledge.
Analyst, Onboarding in London employer: JM Finn
Contact Detail:
JM Finn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst, Onboarding in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their onboarding process and think about how your skills can help streamline it. Show them you’re not just another candidate, but someone who’s genuinely interested in making a difference.
✨Tip Number 3
Practice your problem-solving skills! Think of examples from your past work where you’ve tackled challenges head-on. Be ready to share these stories during interviews to demonstrate your initiative and ability to handle complex cases.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Analyst, Onboarding in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Analyst, Onboarding role. Highlight your experience with client documentation and any relevant AML/KYC knowledge. We want to see how your skills match what we're looking for!
Show Off Your Communication Skills: Since communication is key in this role, make sure to showcase your written and oral communication skills in your application. Use clear and concise language to demonstrate your ability to convey information effectively.
Highlight Problem-Solving Abilities: We love candidates who can think on their feet! Include examples of how you've tackled challenges in previous roles, especially those related to onboarding or compliance. This will show us you can handle the complexities of the job.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at JM Finn
✨Know Your AML/KYC Basics
Make sure you brush up on your Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. Being able to discuss these topics confidently will show that you understand the core responsibilities of the Analyst role and can handle client documentation effectively.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you've successfully solved complex problems or navigated tricky situations. This will demonstrate your ability to use initiative and think critically, which is crucial for dealing with higher risk cases.
✨Communicate Clearly and Positively
Practice articulating your thoughts clearly, both in writing and verbally. Since communication is key in this role, being able to convey your ideas positively will leave a great impression on the interviewers.
✨Familiarise Yourself with Relevant Policies
Take some time to research JM Finn's policies and procedures related to onboarding and regulatory requirements. Showing that you’ve done your homework will not only impress the interviewers but also indicate your genuine interest in the position.