Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our Client Onboarding team to ensure accurate and timely account setups.
- Company: Award-winning firm known for its client-centred service.
- Benefits: Hybrid working after 2 months, industry qualifications support, and a competitive salary.
- Why this job: Gain valuable experience in financial services while developing your skills.
- Qualifications: Previous admin experience, attention to detail, and IT proficiency required.
- Other info: Opportunities for career growth and further qualifications available.
The predicted salary is between 36000 - 60000 £ per year.
This opportunity within our Client Onboarding team offers a chance to be directly involved in helping us deliver our award-winning client-centred service. Whenever a new or existing client asks for new accounts or portfolios to be set up, the Client Onboarding team is responsible for ensuring these are done in an accurate and timely manner. This will involve checking records on multiple bespoke systems as well as preparing and delivering portfolio and client documentation. You will also support the team in handling requests related to deceased parties which may include the creation and maintenance of associated legal documentation. This is not a client-facing role; your main contact will be with other department colleagues for any possible queries.
What we’re looking for:
- Previous administrative experience, ideally within financial services or another regulated industry.
- Excellent attention to detail.
- Ability to organise, plan, coordinate, communicate and escalate tasks based on provided priorities.
- Excellent time management and organisational skills.
- Proactive and thorough approach to dealing with workload.
- Self-starter who is comfortable working without supervision and as part of a team.
- Willingness to learn new processes and systems.
- Confident user of IT systems, particularly Microsoft Excel.
We would particularly welcome applications from candidates who are interested in, or are already completing the CISI Level 3 Investment Operations Certificate.
What does the future look like?
Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex processing and tasks. Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do. Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates. This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.
Client Onboarding Administrator in Leeds employer: Redmayne Bentley
Contact Detail:
Redmayne Bentley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Administrator in Leeds
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help us tailor our conversations during interviews and show that we're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. A friendly chat can give us insider tips and might even lead to a referral, which can really boost our chances of landing that job.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to administrative roles and financial services. We can even do mock interviews with friends or family to build confidence and polish our responses.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express our appreciation for the opportunity. It’s a nice touch that keeps us on their radar and shows our enthusiasm for the role.
We think you need these skills to ace Client Onboarding Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous administrative experience, especially if it's in financial services. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your attention to detail and organisational prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the Client Onboarding Administrator role and how your proactive approach and time management skills make you a great fit for our team. Keep it friendly and professional!
Show Off Your IT Skills: Since we’re keen on confident users of IT systems, particularly Microsoft Excel, make sure to mention any relevant software experience in your application. If you've got any cool tricks up your sleeve, let us know!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our awesome team at StudySmarter!
How to prepare for a job interview at Redmayne Bentley
✨Know Your Stuff
Make sure you understand the role of a Client Onboarding Administrator inside out. Familiarise yourself with the key responsibilities, especially around handling client documentation and working with bespoke systems. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past experience where you've demonstrated this skill. Whether it’s double-checking documents or managing complex tasks, having specific instances ready will impress the interviewers.
✨Brush Up on Your IT Skills
As a confident user of IT systems is essential, particularly Microsoft Excel, make sure you can discuss your proficiency. If you’ve used Excel for data management or reporting, be ready to share how you did it and the impact it had on your work.
✨Be Proactive and Positive
Demonstrate your proactive approach by discussing how you manage your workload and prioritise tasks. Share examples of how you’ve taken initiative in previous roles, and express your eagerness to learn new processes and systems. A positive attitude goes a long way!
