Senior Client Intake Assistant

Burges Salmon; Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading UK law firm in Bristol is looking for a Senior Client Intake Assistant for a 12-month fixed term contract. The role is essential for ensuring smooth client onboarding and compliance with AML regulations. Key responsibilities include reviewing client requests, managing the CMI process, and advising teams on compliance best practices. This position offers an excellent opportunity to gain experience in a dynamic legal environment while benefiting from hybrid working options.

Benefits

Hybrid working

Supportive culture

Opportunities for career growth

Qualifications

• Experience in AML, CDD and KYC within a legal, financial or regulated environment.
• Strong understanding of UK Money Laundering Regulations and relevant EU directives.
• Excellent attention to detail and a methodical approach to problem-solving.

Responsibilities

• Review and validate new client and matter requests to ensure information is complete.
• Act as an escalation point for CDD/KYC, AML and conflict queries.
• Advise fee earners and business services teams on best practices.

Skills

Experience in AML, CDD, and KYC

Strong understanding of UK Money Laundering Regulations

Excellent attention to detail

Ability to communicate clearly

Job description

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Are you looking to build your career in a specialist client onboarding and compliance function within a leading UK law firm? We're looking for a Senior Client Intake Assistant to join our Client Intake Team in Bristol on a 12 month fixed term contract.

The role is central to ensuring our client and matter onboarding processes run smoothly, efficiently, and in line with regulatory requirements. You will work closely with colleagues across the firm, providing guidance on AML, CDD/KYC, conflicts and client matter inception.

If you are currently waiting to begin your legal training contract, this role offers a valuable opportunity to gain first-hand experience in AML, compliance, regulatory frameworks and firmwide onboarding processes. This exposure can give you a strong grounding in the operational environment of legal practice before starting your training.

About the Team

The Client Intake Team plays a key role in supporting a plethora of onboarding and risk-related activities, including:

• Client Matter Inception (CMI)
• Conflicts checks
• Anti-Money Laundering (AML), CDD and KYC processes
• Client and Matter Maintenance (CMM)
• Adverse media, sanctions and high-risk monitoring

What You'll Be Doing

• Review and validate new client and matter requests to ensure information is complete and compliant.
• Act as an escalation point for CDD/KYC, AML and conflict queries.
• Undertake ongoing AML and sanctions checks, including monitoring high-risk clients.
• Advise fee earners and business services teams on best practice relating to onboarding procedures.
• Manage the CMI process and ensure workflows are completed within agreed SLAs.
• Maintain accurate client and matter data within our systems.
• Support continuous improvement initiatives and share knowledge with colleagues.
• Provide training and guidance to team members where required.

What We're Looking For

• Experience in AML, CDD and KYC within a legal, financial or regulated environment.
• Strong understanding of UK Money Laundering Regulations and relevant EU directives.
• Conflicts of interest experience and familiarity with SRA Standards & Regulations.
• Excellent attention to detail and a methodical approach to problem-solving.
• Ability to communicate clearly on complex regulatory matters.
• A proactive and adaptable approach, with confidence managing competing priorities.
• Familiarity with complex client structures (e.g., funds, trusts, SPVs).

Why Burges Salmon?

At Burges Salmon, we believe in empowering our people to make a difference. You'll join a firm that values integrity, innovation, and inclusion. We offer hybrid working, a supportive culture, and opportunities to grow your career in a forward-thinking environment.

We're proud to have recently been named "Law Firm of the Year" at the Legal Business Awards 2025 and RollOnFriday's 'Best Law Firm to Work At' for four years running and one of The Times Top 50 Employers for Gender Equality 2024. We're also Platinum-accredited by Investors in People for our commitment to developing our people.

We welcome applications from all backgrounds and identities. As a Disability Confident Leader, we offer an accessible recruitment process and guarantee interviews to disabled applicants who meet the minimum criteria. We're happy to discuss flexible working options for this role.

Interested in applying or want to learn more?

The full job description is linked below. If you have any questions about the role or the recruitment process, please don't hesitate to get in touch with Ayesha Arshad, Resourcing Specialist, at [email protected] or call 0117 307 6807.

To submit an application for this vacancy please click on the 'Apply Now' button. The closing date for applications will be Friday, 30th January.