Onboarding Administrator

Onboarding Administrator

Full-Time No working from home possible
Recruit UK

Job Title: Onboarding Administrator

Industry: Financial Services

Location: Blackpool

Salary: Up to £27,500

Job Reference: 10416

Job Description:

Recruit UK is working on an excellent opportunity for an Onboarding Administrator to join a well-established financial services firm in Blackpool on a 3-month fixed-term contract.

The role focuses on onboarding new clients by reviewing and setting up accounts within the CRM system, ensuring all processes are completed in line with regulatory requirements and internal procedures.

You will be responsible for accurately inputting and maintaining client data, ensuring high levels of data integrity through strict quality control checks, and supporting internal stakeholders with onboarding queries. The role also involves liaising with Front Office and Client Due Diligence teams to ensure a smooth onboarding process.

Benefits:

  • Salary up to £27,500 (negotiable depending on skill set and experience)
  • 25 days holiday plus bank holidays
  • Enhanced additional benefits package
  • Fantastic workplace culture

Skills and Experience Required:

  • Experience in financial services operations or onboarding (preferred)
  • Strong attention to detail and accuracy
  • Confident using systems (ideally Avaloq or similar)
  • Proficient in Microsoft Word, Excel, and Outlook
  • Ability to work independently and manage workload effectively
  • Strong communication skills
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Onboarding Administrator employer: Recruit UK

Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.

Recruit UK

Contact Details:

Recruit UK Recruitment Team