Financial Onboarding Officer

Financial Onboarding Officer

• Chester City Centre based role
• Join an innovative and fast-growing financial services team
• £25,000-£28,000 per annum (DOE) + benefits!
• Work in a collaborative environment focused on growth and excellence
• Contact Kelly Harvey on 07889 589 648 / 01244 739 300 /

About the Client:
Our client is an exciting and forward-thinking company with a strong focus on innovation within the financial services sector. They are dedicated to supporting a specific and vital industry, blending traditional values with modern technology to drive success. Due to recent growth, they are looking for a Financial Onboarding Officer to join their team and play a key role in maintaining their high standards and contributing to their ongoing success.

The Benefits:

• Central office location - close to transport links
• Opportunities for professional growth and development.
• Supportive and dynamic work environment.

The Financial Onboarding Officer Role:
As a Financial Onboarding Officer, you will be at the heart of the company's operations team in Chester, managing the onboarding process for lending products. Your responsibilities will include performing due diligence checks, managing cases through to completion, and working closely with customers and external partners such as solicitors and valuers. You will ensure the seamless processing of legal documentation and handle customer queries with the highest level of service. This role is ideal for someone who thrives in a fast-paced environment and enjoys taking ownership of their work.

Financial Onboarding Officer - Essential Skills:

• Previous experience in customer service, ideally within financial services.
• Strong understanding of regulatory policies in the financial sector.
• Excellent communication skills, both written and verbal.
• Keen attention to detail and the ability to manage multiple tasks effectively.
• Technical proficiency in using various systems and software.

To Be Considered…
Please either apply through this advert or emailing me directly via . For further information please call me: 07889 589 648 / 0117 332 0516. By applying for this role, you give express consent for us to process and submit (subject to required skills) your application to our client in conjunction with this vacancy only.

Key Skills: Lending Onboarding Officer, Financial Services, Customer Service, Regulatory Compliance, Communication, Case Management