Job description

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Team Leader Client Onboarding (4631)

We’re a national law firm with a local reach. Our philosophy is ‘we're legal and financial experts that care’ – something you’ll find in the way we work with our clients and how we support our teams. But we’re more than just a law firm – we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel a part of our friendly and inclusive environment.

We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

We're always looking to support our colleagues to work in a way that works best for them and everyone else, including our clients, the business and the regulators. Please speak to one of our Talent Acquisition team for more information.

Your Role and What You'll Be Doing

First impressions count and our team has a key role in setting the high standard of service that our clients expect of Irwin Mitchell. As part of the team, you’ll work with clients and colleagues to successfully onboard our clients.

The Client Onboarding Team provides a centralised client and matter onboarding service to fee earners who are engaging clients with the firm.

The Client Onboarding Team Leader plays a crucial role in overseeing and managing a team of advisers who are responsible for opening matters and conducting simple due diligence and conflict checks. You’ll provide guidance, support, and supervision to the team members, ensuring compliance with legal and regulatory requirements, and fostering a culture of collaboration and excellence.

The ideal candidate will demonstrate a strong combination of leadership and people management skills, good client due diligence and conflicts of interest knowledge and operational experience in a high-volume area. The role requires the ability to develop strong partnerships and coordination with fee earners, Partners, and areas such as the Group Counsel Team.

 

About You
  • A minimum of 2 years’ experience of service delivery and operational management managing high volumes of work through a fast-moving pipeline and meeting speed, quality, and regulatory requirements.
  • Excellent leadership and people management skills, with the ability to motivate and inspire team members to achieve high standards of performance.
  • Familiarity of SRA Standards and Regulations relating to conflicts and client due diligence, anti-money laundering (AML) regulations, sanctions regimes, and other relevant legislation.
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely.
  • Exceptional organisational and time management skills, with the ability to prioritise and delegate tasks effectively.
  • A proactive and adaptable approach, with the ability to navigate and manage change in a fast-paced and dynamic environment.
  • Demonstrated ability to build and maintain positive working relationships, both within the team and across different departments.
  • Knowledge of legal and regulatory frameworks relating to client due diligence and conflicts a UK Law firm operates in.
  • Practical experience of using 3e, CRM, Smartsearch
  • Detailed knowledge SRA Standards and Regulations and financial crime prevention legislation and regulations.
Our Benefits - What We Can Offer You
  • 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
  • Generous and flexible pension schemes.
  • Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
  • Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported.  This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.

We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim. 

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

Additional Information

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders.

We carry out pre employment screening to establish your eligibility to work in the UK, criminal record and financial checks ­with our trusted 3rd parties.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.


 
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Location
Birmingham
The Colmore Building, 20 Colmore Circus, Birmingham, West Midlands, United Kingdom, B4 6AH
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We're proud of our values, and we're looking for people who share them

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  • Sub-Department:
    Client On-boarding & Client Care
  • Sub-Division:
    Operations
  • Company:
    IM LLP
  • Vacancy Type:
    Permanent
  • :
    Birmingham
  • Salary:
    Competitive
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