Client Onboarding Assistant

Department

Risk & Compliance

Contract Type

Full Time / Permanent

Location

Exeter

Job Summary

What you'll do.

We are looking for a full-time Client On-boarding Assistant to join our Exeter office on a permanent basis.

As a Client Onboarding Assistant, you will support the firm's client onboarding team by making sure new clients and matters are set up correctly and efficiently. You will carry out checks to ensure there are no conflicts with taking on new clients and carry out ID and background checks for both individuals and organisations. This will include verifying documents, checking for sanctions or negative media, and spotting any missing or inconsistent information. You will guide colleagues on what evidence is needed to complete these checks and review any additional information provided.

You will keep internal records accurate and up to date, and work closely with colleagues across the firm by phone, video call, or in person to provide support and clarification when needed. You will also assist with administrative tasks for the compliance team and help with other compliance projects as required.

You will manage your workload effectively, prioritising tasks and working to deadlines. Your work will help the firm meet regulatory requirements, including guidance on anti-money laundering matters such as Source of Funds and Source of Wealth. Overall, your role will support smooth onboarding processes and help colleagues provide an excellent experience for our clients.

Who you are

You will be someone who brings strong attention to detail and a confident, professional approach to your work. You communicate clearly with colleagues at all levels and remain calm, organised and focused when handling multiple demands. A collaborative approach is important, as is the flexibility to support the team as priorities evolve. You'll demonstrate solid organisational and analytical abilities, a friendly and approachable manner, and confidence using MS Office and general IT systems.

Although previous experience in client onboarding or a professional office environment is beneficial, it is not essential, and we welcome applications from individuals who are new to professional services. Above all, we are looking for someone who is motivated, eager to learn and capable of managing a varied workload with accuracy and professionalism.

Your Career. Our Commitment.

At Ashfords, we believe in more than just doing great work - we believe in building a great place to work.

When you join us, you become part of a team where everything we do is underpinned by our four core values: Be Open, Think Team, Make a Difference and Always Grow. These values shape who we are and how we work - they guide our decisions, influence our culture, and drive the way we support our people, clients and communities.

With a clear focus on innovation, community involvement, and supporting a healthy work-life balance, we are committed to building an environment where our people can have a rewarding and meaningful career.

Whilst we recognise that every career journey is unique, we will be ambitious for you, giving you the tools, trust, and opportunities to develop your career, your way.

Our goal? To help you realise your full potential as part of a forward-thinking team.

Our offer

We know that our people are at the heart of everything we do – and that's why we're committed to supporting your wellbeing, growth and work-life balance.

Beyond our benefits package, you'll be encouraged, no matter what your role or career level, to get involved in our Responsible Business programme, where you'll support initiatives such as charity fundraising, environmental causes and our employee led diversity and inclusion groups.

You can find out more about our benefits by visiting the Reward & Wellbeing page on our website.

What's next?

Our recruitment process typically involves two stages, which are designed not only to explore your skills and experience but also to give you a real insight into what it's like to work at Ashfords. Throughout the process, our dedicated Talent Attraction team will be here to support you every step of the way.

We believe that building a firm with a wide range of perspectives, backgrounds, and experiences drives innovation and strengthens our teams, and we welcome applications from individuals of all backgrounds.

To support your growth, we offer ongoing training and development opportunities to help you reach your full potential – so even if you don't feel you match all the requirements of the job role, we'd still love to hear from you.

At Ashfords, we're committed to creating a diverse and inclusive workplace where everyone feels respected, valued, and empowered to succeed.

If you require any reasonable adjustments during the recruitment process or would like to discuss anything regarding your application, please contact us at

For an informal and confidential discussion about this opportunity, please contact Kitty Hughes, Talent Attraction Assistant -

Or apply now, and we will be in touch with you as soon as possible.