New Business Advisor, Financial Services

Sherborne Talent Solutions; Manchester; On-site; GBP 24,000 - 32,000; Full time

Job summary

A dynamic company in financial services seeks passionate New Business Advisors to support new customers through the onboarding process. This role requires strong communication skills, attention to detail, and a caring, customer-first approach. Ideal candidates will thrive in a fast-paced environment while managing sensitive information with professionalism.

Qualifications

• Exceptional attention to detail and accuracy.
• Strong understanding of administrative processes.
• Familiarity with regulatory requirements and data handling.

Responsibilities

• Guide new customers through the onboarding process.
• Perform identity verification and regulatory checks (KYC).
• Communicate onboarding progress clearly to customers.

Skills

Attention to detail

Clear communication

Customer service

Job description

I'm looking for passionate and proactive New Business Advisors within Financial Services to join my clients dynamic customer and sales advice team. In this role, you ll be supporting new customers through the onboarding process providing guidance, verifying essential information, and helping them understand the best options available to support their financial goals.

If you thrive in a fast-paced environment, love helping people, and are confident in managing sensitive information, this could be the perfect role for you.

What you ll be doing:

• Guide new customers through the onboarding process with clarity and care
• Process applications and accurately input customer data into internal systems
• Perform identity verification and regulatory checks (including KYC)
• Communicate onboarding progress and next steps clearly to customers
• Collaborate with internal teams to resolve queries and ensure smooth setup
• Handle sensitive information securely and professionally
• Deliver an outstanding first impression every time

What you ll bring to the role:

Exceptional attention to detail and accuracy

Strong understanding of administrative processes

Familiarity with regulatory requirements and data handling

Clear, confident communication skills both written and verbal

Ability to manage deadlines and prioritise tasks

A caring, customer-first approach

Dependability, consistency, and strong judgment

Sound like the right fit?

Due to continued growth and success my client is building a team of talented, purpose-driven professionals who want to make a difference. If you re ready for a new challenge in a role that combines meaningful work, professional growth, and great benefits apply now!