Client Onboarding Administrator (Maternity Cover)

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Join our fast-growing and highly successful professional practice.

We are a boutique accountancy firm based in  London, known for our collaborative culture, high-quality client service, and close-knit team environment.  We pride ourselves on providing a personable yet professional service.

The Role

We are seeking an Administrator with strong communication skills, excellent attention to detail, and a personable approach, who can build effective relationships with our clients. This role is ideal for someone who enjoys administrative work, research, and data management.

Why Join Us?

  • Work closely with senior leaders in a respected boutique firm.
  • Enjoy a supportive, friendly culture with genuine work-life balance.
  • Exposure to international clients and high-level business operations.
Key Responsibilities:
  • Supporting the business to prioritise and complete client onboarding
  • Assisting with day-to-day onboarding, AML/KYC, and periodic review tasks
  • Collecting, reviewing, and processing client documentation to support AML/KYC checks, account opening, and client reviews
  • Ensuring client information and due diligence records are accurate and up to date in workflow tools and systems
  • Processing approvals and escalating AML/KYC or compliance issues in line with internal procedures
  • Working with internal teams to resolve documentation gaps and outstanding AML/KYC requirements
  • Responding to ad hoc queries and supporting additional operational and compliance-related tasks as required
  • Assisting with the implementation of new AML/KYC processes, controls, and regulatory requirements

Rewards & Benefits

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Private Healthcare (6 months)

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Life Insurance (4 x Salary after 2 years)

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Contributory Pension Scheme

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Hybrid Working

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Cycle to Work Scheme

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Long Term Service Reward

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Helping Hand Fund

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Perkbox

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Season Ticket Loans

Client Introduction Bonus

Staff Referral Bonus

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Charitable Giving Scheme

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