Client Onboarding Advisor

Irwin Mitchell LLP; Sheffield; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

25 days holiday

Bonus review eligibility

Health & wellbeing support

Pension

Volunteer days

Employee discounts

Job summary

Irwin Mitchell LLP is seeking a Client Onboarding Advisor to support the onboarding of new clients and matters. You will work in a centralised onboarding service, setting up client matters and conducting due diligence to ensure compliance.

The role involves 2 days per week in the office, with potential for up to 4 days per week during training. Strong organisational and communication skills are essential, along with experience with onboarding or workflow systems.

Qualifications

• Experience in administrative, onboarding or operational support roles.
• Ability to communicate effectively with clients and colleagues.
• Ability to manage competing priorities and meet deadlines.
• Experience using case management, onboarding or workflow systems.
• Experience working in a law firm or professional services environment.

Responsibilities

• Client Setup: gather information and open new client matters promptly.
• Client Documentation: prepare draft engagement letters and terms.
• Client Due Diligence: conduct basic checks and ensure regulatory compliance.
• Conflict Checks: perform basic conflict checks and document results.
• Communication and Customer Focus: liaise with partners, fee earners and support teams to resolve onboarding issues.
• Continuous Improvement: suggest process improvements to the team.

Skills

Administrative experience

Customer service

Communication skills

Attention to detail

Prioritisation

Education

Experience in a regulated environment

Tools

Microsoft Office

Job description

As one of the UK's leading law firms, we're here for the people and businesses who rely on us at life's important moments - made possible by our colleagues who bring the expertise, judgement and care that makes the difference.

Our colleagues bring Irwin Mitchell to life every day, so it matters that you feel valued from the very first day and aretrusted with the responsibility, in the right culture, to do the best work of your careers. Everyone's path here is different, but we share a desire to help our business make a real impact.

Where possible we will support our colleagues to work in a way that works for them, for us and most importantly our clients. Please speak to a member of our Recruitment and Onboarding team for more information.

Your Role and What You'll Be Doing

2 days per week office attendance mandatory. Training may require more office attendance up to 4 days per week

First impressions count and our team has a key role in setting the high standard of service that our clients expect of Irwin Mitchell. As part of the team, you'll work with clients and colleagues to successfully onboard our clients.

The Client Onboarding Department provides a centralised client and matter onboarding service to fee earners who are engaging clients with Irwin Mitchell. As a Client Onboarding Advisor, you'll set up client matters on Irwin Mitchell's systems, conduct basic client due diligence and conflict checks, and set up client documentation. You'll have the opportunity to work with a variety of colleagues within the Department and the legal services areas to work through any client due diligence or conflict flags that you may come across.

Key Responsibilities:

• Client Setup: Using the firm's matter inception systems and information provided from fee earners, the Advisor is responsible for reviewing, gathering missing information where necessary and then processing essential client and matter information to ensure new clients and matters are opened in a timely and efficient manner. The role holder will engage with fee earners (at all levels) and clients to obtain information to enable the compliant onboarding of clients and their matters through our centralised processes and procedures.
• Client Documentation: The advisor ensures that all necessary documentation related to client onboarding is completed accurately and in a timely manner. This will involve preparing draft letters of engagement, terms and conditions, and other relevant documents depending on the matter type, adding these to the client file in readiness for the fee earner to check.
• Client Due Diligence: Conducting simple client due diligence checks on clients and/or their matters in line with established internal policies and procedures and using E-IDV and CDD software. Identifying any potential risks associated with the client. Responsible for developing and maintaining a good understanding of the legal and regulatory requirements for financial crime prevention.
• Conflict Checks: The advisor will complete basic conflict checks via the 3e matter inception systems ensuring that analysis is clearly documented and in accordance with established policies and procedures. Identifying any potential risks associated with the client, and where relevant escalating these promptly.
• Communication and Customer Focus: Effective communication and excellent customer service is vital in this role. The adviser liaises with internal stakeholders, such as partners, fee earners, and other support teams, to gather information and resolve any issues that may arise during the onboarding process.
• Continuous Improvement: Make recommendations to Team Leader on any improvements to processes and/or procedures, developing themes with colleagues that they may become aware of as part of the day to day to activities.

About You

• Experience working in an administrative, customer service, onboarding or operational support environment.
• Experience processing information accurately and following established processes and procedures.
• Ability to communicate effectively with clients and colleagues to obtain information and resolve queries.
• Ability to manage competing priorities and deliver work to agreed deadlines.
• Confidence using Microsoft Office applications and learning new systems.
• Understanding of client due diligence, conflict checking or financial crime prevention processes.
• Experience within a law firm, professional services or another regulated environment.
• Experience using case management, onboarding or workflow systems.
• Experience working with international clients or stakeholders.

Our Approach to Reward and Wellbeing

• 25 days' holiday as standard, rising to 28 days depending on role level, plus bank holidays and the option to purchase additional leave.
• Opportunities to share in our success through annual pay and bonus review processes for eligible colleagues.
• Health and wellbeing support, including Westfield Health and Digital GP access.
• Competitive pension arrangements to help you plan for the future.
• Two paid volunteering days every year to support causes that matter to you.
• Access to a range of colleague discounts and lifestyle benefits to support you both inside and outside of work.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you're fully supported.

In 2026, Irwin Mitchell was recognised in the Sunday Times Best Places to Work guide and was the only law firm included in the 'Very Big' organisation category

Our responsible business programmes are fundamental to who we are and our purpose. We're committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It's made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

Applying to Irwin Mitchell

We want every candidate to have a positive, fair and transparent recruitment experience. If you require any support or reasonable adjustments throughout the recruitment process, please speak to a member of our Recruitment & Onboarding team or contact [e-mail]

Artificial Intelligence (AI) is becoming an increasingly common part of modern working life. If you choose to use AI tools as part of your application or interview preparation, please review our AI in Recruitment Candidate Guidance https://careers.irwinmitchell.com/file/downloadfile/AIcandidate/PDF

As part of joining the Irwin Mitchell Group, all successful applicants are required to complete our employment screening process. We carry out pre employment screening to establish your eligibility to work in the UK, and understand any criminal records or adverse financial history.

Our onboarding processes are designed to help us maintain the high standards of trust, integrity and professionalism expected by our colleagues, to protect the interests of the Group, clients, partners and other stakeholders.

Checks are conducted by trusted 3rd parties and the employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.