Onboarding & Compliance Pro (Hybrid Work)

Stephens Scown LLP; Exeter; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Employee ownership benefits

Hybrid working model

25 days holiday + bank holidays + your

Private medical insurance

Group life assurance

Wellbeing support

Three additional paid leave days for a

Training and development opportunities

Job summary

Stephens Scown LLP in Exeter is seeking an Onboarding & Compliance Assistant to manage client onboarding, ensuring processes are efficient, accurate and regulatory-aligned. You will act as a bridge between our legal teams and business support functions, guiding onboarding from instruction through to completion.

Working with colleagues across Onboarding and Practice Support, you will review new client requests, perform conflict checks, and assess due diligence while maintaining records and

Qualifications

• Proactive and organized approach with ability to manage priorities in a busy environment.
• Excellent attention to detail and commitment to high-quality work.
• Ability to take initiative, solve problems and stay calm under deadlines.
• Strong communication and interpersonal skills for internal and external stakeholders.
• Genuine commitment to delivering exceptional service.
• Good IT skills, including Word, Excel and Outlook.

Responsibilities

• Manage the onboarding process from initial handover by the legal teams through to completion, ensuring a smooth and positive experience for clients and colleagues.
• Review and process requests for new clients and matters with accuracy and attention to detail.
• Conduct and assess first-level conflict checks, identifying issues and escalating as needed.
• Build strong relationships with legal advisors and support teams, guiding and resolving onboarding queries.
• Request and review client due diligence documents, identify anomalies and summarise findings.
• Complete client risk assessments to support compliance and regulatory obligations.
• Maintain client and matter records through regular auditing and updates.
• Contribute to management reporting and continuous improvement within the team.

Skills

Proactive & organized

Attention to detail

Initiative & problem-solving

Communication skills

Commitment to exceptional service

IT literacy

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Stephens Scown LLP in Exeter is seeking an Onboarding & Compliance Assistant to manage client onboarding, ensuring processes are efficient, accurate and regulatory-aligned. You will act as a bridge between our legal teams and business support functions, guiding onboarding from instruction through to completion.

Working with colleagues across Onboarding and Practice Support, you will review new client requests, perform conflict checks, and assess due diligence while maintaining records and