Remote Onboarding Specialist – KYC & SoW (Wealth Mgmt)

Caravel; England; Remote; GBP 50,000 - 60,000; Full time

Job summary

A financial services firm is seeking an Onboarding Officer to manage the onboarding journey for clients. The role involves guiding clients through documentation requirements and ensuring compliance with investment standards. Ideal candidates will have experience in client onboarding or financial services, a strong grasp of KYC regulations, and excellent IT skills. This position offers a salary of £50-£60,000 with additional benefits and is a fully remote opportunity.

Qualifications

• Experience in client onboarding or financial services, ideally IFA, wealth management or private banking.
• Understanding of investment products and regulatory KYC requirements.
• Strong IT literacy and confidence using digital systems.

Responsibilities

• Engage with clients to explain SoW requirements and KYC documentation needs.
• Review client files and prepare application forms.
• Challenge and verify SoW/KYC information directly with clients.

Skills

Client onboarding experience

Understanding of KYC requirements

Strong IT literacy

Job description

A financial services firm is seeking an Onboarding Officer to manage the onboarding journey for clients. The role involves guiding clients through documentation requirements and ensuring compliance with investment standards. Ideal candidates will have experience in client onboarding or financial services, a strong grasp of KYC regulations, and excellent IT skills. This position offers a salary of £50-£60,000 with additional benefits and is a fully remote opportunity.