Onboarding Advisor
| Posting date: | 11 October 2025 |
|---|---|
| Hours: | Full time |
| Closing date: | 10 November 2025 |
| Location: | Edinburgh, EH12 1HQ |
| Company: | NatWest Group |
| Job type: | Permanent |
| Job reference: | R-00266552-OTHLOC-GBR-5FEDI034 |
Summary
Join us as an Onboarding Advisor
This key role will see you managing the end-to-end onboarding process for new and existing clients
You’ll be liaising with clients and customers to gather the right information needed to provide a seamless onboarding experience for various products
This is an opportunity to become a subject matter expert and develop your career with professional qualifications which we’ll support you with
What you'll do
As an Onboarding Advisor, you will play a critical role in ensuring the integrity and compliance of new customer relationships by verifying identity and performing thorough due diligence checks. In this role you'll be working on a range of CDD operational tasks. You may support either Mettle, our business banking proposition, or Boxed, our banking-as-a-service (BaaS) proposition, or both.
Day-to-day, you’ll be:
Ensuring that you follow all regulatory and NatWest Bank and NatWest Boxed standards, policies and operational procedures
Maintaining accurate record keeping and manage your workflow across various workstreams across CDD
Owning your self-development and ensure you actively participate in training and accreditation
Communicating clearly and with empathy both internally within the organisation and externally with customers, clients and stakeholders
The skills you'll need
We’re looking for someone with experience of working in a bank or financial services role.
Additionally, you’ll demonstrate:
Experience of providing a high level of client service
An understanding of onboarding and KYC processes
The ability to carefully review and verify documents, to ensure all information is accurate and complete.
Strong verbal and written communication skills
Familiarity with software and tools to efficiently process and maintain client records in a CDD environment.