Client Onboarding Administrator - #1672662

This is a Permanent, Full Time vacancy that closed 19 days ago at 23:59 BST.

About the Role

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

For all applicants:

• 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.

For experienced applicants:

• Good knowledge and awareness of FCA regulations relating to Client Onboarding.


• Previous experience within a similar role.

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.

Who we are

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth. It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities. As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework. Our future looks more exciting than ever, come and share it with us.

Our Values

Our core values are at the heart of everything we do: We are always continuing to improve our employee benefits to support our employees’ lifestyles, provide more flexibility and to reward and recognise excellence.

Pension Scheme

Private Medical Insurance

Employee Assistance Programme

Travel Loans and Cycle to Work

Reward and Recognition Schemes

Hybrid Working

Group Life Assurance

Generous Family Leave Entitlements

Are you interested in this role?
Yes? That’s great! Find out more about our application process below and what to expect after applying.