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