New Business Advisor

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!