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Client Onboarding and Compliance Co-Ordinator

Hegarty Solicitors
Peterborough

Apply Now

Job details

Full-time
£24,000 - £27,000 a year

Benefits

Annual leave
Company pension
Car scheme

Qualifications

Microsoft Office
Communication skills

Full job description

Peterborough

Final Application Date 31/07/2026

Litigation Fee Earner Residential Property Conveyancing Fee Earner - Oakham Commercial Property Legal Secretary Trusts and Probate Fee Earner Bourne Trusts and Probate Senior Fee Earner Client Onboarding and Compliance Co-Ordinator

Hegarty, one of the region’s leading law firms, are recruiting an enthusiastic and service focused Client Onboarding and Compliance Co-ordinator to join our compliance team.

In this role you’d be responsible for co-ordinating the client on-boarding, file opening and compliance function across the firm.

This role could be either full time or a part time job share. Ideally it will be based at our Peterborough office, but other office locations will be considered after a period of training at Peterborough.

Key Responsibilities:

Understanding the specialisms of each member of the firm’s fee earning staff and their current workload and capacity.
Taking new client enquiries in respect of the Trusts and Probate department, ascertaining the nature of their enquiry, taking sufficient details to complete the client on boarding ID process, creating an entity on the case management system, storing the ID and Sanctions information correctly on the system.
Booking an appointment for the client with the relevant fee earner or providing details of the enquiry and the entity details ready for a matter to be opened by the relevant department.
Obtain updated ID for existing clients where ID has expired.
Review and progress any enquiries that are received through the firm’s website. The process will vary depending on the department and matter type.

Person Specification:

Great attention to detail, communication and client care skills.
Excellent use of Microsoft Office products.
The ability to work in a fast-paced environment and ensure that challenging deadlines are met.
Maintains a positive attitude, self-motivated and enthusiastic.
Take opportunities to develop and stretch yourself and be passionate about developing your career in the legal environment.

In return we are offering:

A salary between £24,000 and £27,000 depending on your experience
25 days holiday year in addition to Bank Holidays, rising to 27 days after 5 years service
Additional paid time off at Christmas
Birthday off as paid holiday each year
Ability to buy and sell holiday
Pension scheme
Death in service benefit of twice the annual salary
Bonus scheme
Long service awards
Salary sacrifice electric vehicle scheme
Cash Health Plan
Bupa

For further information please contact Jo Hepplewhite on 01733 295 651 or to apply, please email your CV to [email protected]

Please note we are unable to accept unsolicited applications via agencies for this role.

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client onboarding and jobs in eye, cam

Client Onboarding and Compliance Co-Ordinator

Account Manager and Onboarding Specialist

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