New Business & Onboarding Specialist

Company: HCB Widdows Mason
Apply for the New Business & Onboarding Specialist
Location: Cardiff
Job Description:

HCB Widdows Mason is seeking a proactive and detail‑oriented New Business Assistant to join our growing team. In this role, you will be integral to supporting our business development initiatives and ensuring a smooth onboarding process for new clients. This position is ideal for individuals looking to develop their administrative and client‑management skills in a dynamic environment.

Responsibilities

  • Assisting in the preparation of new business proposals and client onboarding documentation
  • Coordinating communication with potential clients and internal teams to facilitate a seamless intake process
  • Managing and updating client databases, ensuring accuracy and compliance with data protection regulations
  • Conducting research on potential clients and market opportunities
  • Supporting the team with administrative tasks, including scheduling meetings and preparing reports
  • Maintaining a positive relationship with clients throughout their onboarding experience
  • Monitoring progress and following up with clients during the onboarding phase
  • Assisting with internal marketing efforts and initiatives as required
  • Taking enquiries for our Education Law Teams and the services they provide
  • Reporting into the Business Development Manager

Requirements

  • Strong organisational and time management skills
  • Excellent written and verbal communication abilities
  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Detail‑oriented with a strong focus on accuracy
  • A proactive approach to problem‑solving and client service
  • Previous experience in business development or a sales role is advantageous but not essential

Benefits

  • Competitive salary dependent on experience
  • 25 days holiday plus Bank Holidays
  • Holiday bonus scheme (up to 12 additional days leave)
  • Pension scheme
  • Parking (first come first served)
  • Comprehensive training and development opportunities, including support to study for professional qualifications
  • Cycle to work scheme
  • Firm‑funded eye tests
  • Medicash Plan

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Posted: June 1st, 2026