Client On-Boarding Officer - Andover, Romsey or Salisbury

Parker Bullen LLP; Andover; On-site; GBP 30,000 - 42,000; Full time

Job summary

Parker Bullen LLP is seeking a Client On-Boarding Assistant to join the Compliance Team across Andover, Romsey or Salisbury. The role focuses on client identification and funding reviews within property transactions, supporting advisors and ensuring regulatory compliance.

The candidate should have a background in law, familiarity with high-volume transactions, and strong confidentiality. Proficiency with case management systems and MS Word/Excel is desirable for daily tasks.

Qualifications

• Background in law and property transactions is an advantage.
• Fast-paced team with high-volume transactions experience required.
• High degree of confidentiality expected.
• Experience with case management systems, Word and Excel.
• Good interpretation of policy and regulatory guidance.

Responsibilities

• Assisting with client identification and transaction funding reviews.
• Assisting clients and legal advisors with the client identification system process.
• Assisting legal advisors with verifying source of funds in property transactions.

Skills

Property law background

Confidentiality

Policy interpretation

Teamwork in fast-paced environment

Case management systems

Tools

Microsoft Word

Excel

Case management systems

Job description

Client On-Boarding Officer - Andover, Romsey or Salisbury

Role: Client On-Boarding Assistant

Department: Administration

Office: Andover, Romsey or Salisbury

We are looking for a Client On-Boarding Assistant, who has experience in a Property law background,to join our Compliance Team in either Andover, Romsey or Salisbury.

The role

The role will consist of the following duties;

• Assisting with client identification and transaction funding reviews;


• Assisting clients and legal advisors with the client identification system process; and


• Assisting legal advisors with verifying source of funds in property transactions

The candidate

The candidate will have the following skills;

• A background in law and specifically property transactions is an advantage;


• Ability to work in a fast-paced team with high volume transactions;


• High degree of confidentiality;


• Experience of case management systems, Microsoft Word and Excel; and


• Good interpretation of policy and regulatory guidance.

Why Parker Bullen?

Here at Parker Bullen, we offer our employees not only a role, but a place where they can feel comfortable each and every day when they come to work, a place where they can grow in their career and a place where they will be heard. We offer a variety of benefits to our employees, which you can read more about on ourLife at Parker Bullen page.

Advertisements will make clear, in both wording and illustration, that the positions are open to all suitably qualified candidates, regardless of age, disability, gender reassignment, marriage/civil partnership, pregnancy, maternity, race, religion or belief, sex or sexual orientation and for those who are serving, who have served in the Armed Forces.

Please note, we do not advertise our vacancies on external platforms with a published salary. Please contact us directly to discuss the role and the salary expectations.

• Excellence Delivering the highest standards of legal expertise and service