Hybrid Client Onboarding & Data Integrity Specialist

W1M Wealth & Investment Management; England; Hybrid; GBP 30,000 - 42,000; Full time

Job summary

W1M Wealth & Investment Management is seeking an experienced Client Onboarding Specialist to join our Client Life-Cycle team on a 12-month fixed-term contract. You will oversee end-to-end onboarding for Private Clients, Trusts, Companies, SIPPs and Charities, ensuring timely progress in line with policy and regulation.

In this role you will maintain client data across core systems, perform AML/KYC reviews, and work closely with Front Office, Operations, Compliance and Technology to deliver a

Qualifications

• Experience in a client onboarding, AML/KYC, or client data role within Wealth or Asset Management (or financial services).
• Working knowledge of AML/KYC requirements and global tax/regulatory frameworks (FATCA, CRS, MiFID II).
• Strong attention to detail, with excellent organisational and data management skills.
• Effective communicator with colleagues and stakeholders.
• Positive, adaptable mindset and appetite for learning.

Responsibilities

• Manage the end-to-end onboarding process for new clients (Private Clients, Trusts, Companies, SIPPs, Charities) in line with policy and regulation.
• Accurately capture and maintain client static data across core systems to meet operational and regulatory needs.
• Undertake AML/KYC reviews and escalate higher‑risk or complex cases as appropriate.
• Process onboarding and client lifecycle requests via Nintex and collaborate with Front Office, Compliance and Operations.

Skills

AML/KYC

Client onboarding

Data management

Attention to detail

Communication

Tools

Salesforce

Nintex

Dynamic Planner

Job description

W1M Wealth & Investment Management is seeking an experienced Client Onboarding Specialist to join our Client Life-Cycle team on a 12-month fixed-term contract. You will oversee end-to-end onboarding for Private Clients, Trusts, Companies, SIPPs and Charities, ensuring timely progress in line with policy and regulation.

In this role you will maintain client data across core systems, perform AML/KYC reviews, and work closely with Front Office, Operations, Compliance and Technology to deliver a