Job Title: Client Onboarding Administrator

Industry: Financial Services

Location: Blackpool

Salary: Up to £27,500 (negotiable depending on skill set and experience)

Job Reference: 10350

Job Description:

Recruit UK are working on an excellent opportunity for a Client Onboarding Administrator to join a well-established financial services firm in Blackpool.

This 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 and internal procedural requirements.

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.

This is a key operational role within the business, contributing to process improvement, project work, and ongoing data accuracy across client onboarding activities.

Key Responsibilities but not limited to:

• Review and process new client account onboarding
• Input and maintain accurate client data within Avaloq
• Respond to onboarding queries from internal teams
• Liaise with Front Office and Client Due Diligence
• Scan and store account documentation on internal systems
• Support onboarding projects and process improvements

Benefits:

• Salary up to £27,500 (negotiable depending on skill set and experience)
• Flexible working (post probation)
• 25 days holiday plus bank holidays
• Generous pension contribution
• Enhanced additional benefits package
• Fantastic workplace culture
• Career and professional development opportunities

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

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Services firm looking to recruit a Client Onboarding Administrator.

Our Commitment to You:

Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities

Start every journey with a conversation to find out about you in-depth

Provide honest feedback on where you fit in the jobs market

Use our network across the financial world to match you to your perfect position

Take a holistic approach – career happiness is rarely just about the money

Cover the whole of the UK with a local touch through our regional teams

Never pester you