Client Onboarding Administrator
Staverton, Cheltenham
Business area: Non Accountancy roles
Description
Are you someone who loves getting things organised, spotting the small details others might miss, and helping things run smoothly behind the scenes? If so, you’ll fit right in with our Client Onboarding team.
Hazlewoods is known for its people-focused culture and strong sense of collaboration. Our Client Onboarding team sits at the heart of that - supporting Partners and client-facing colleagues to make sure every new client’s journey starts with accuracy, clarity, and a first‑class experience.
We’re growing, and we’re looking for a proactive, enthusiastic Client Onboarding Administrator who enjoys being the go‑to person for getting things done properly. Please note: travel between our Staverton office and Cheltenham offices will be required as part of this role.
What you’ll do
- Gather due‑diligence information and process new client applications
- Complete AML checks and compliance monitoring
- Provide clear guidance on onboarding and AML requirements
- Support colleagues with queries to keep onboarding moving
- Prepare reports for the MLRO
- Identify risks and improvements to our processes
- Collaborate with Risk Management to keep policies up to date
What you’ll bring
- 3+ years’ experience in compliance/onboarding
- Confident use of Word, PowerPoint and Excel
- Strong communication skills and a calm, organised approach
- A positive, can‑do attitude and great attention to detail
If you enjoy variety, like helping things run smoothly, and want to be part of a friendly, supportive environment, we’d love to hear from you.
Please click on Apply Now and complete an online application.
Hours Per Week: Full-time
