Job Description
My client are looking for a highly organised and confident communicator who is passionate about delivering excellent service. They want a proactive individual to be the first point of contact for new enquiries, guiding clients through the initial stages of their journey with professionalism and care.
In return they can offer:
1. A key role within a growing Wills & Probate team
2. Full training and ongoing support
3. Opportunities for career development
4. A friendly and professional working environment
The role
You will manage new enquiries from start to finish, ensuring a smooth onboarding experience while supporting the growth of the department through effective conversion of enquiries into instructions.
Key responsibilities
5. Act as the first point of contact for all new client enquiries (phone, email, online and referrals)
6. Provide clear, accurate information on Wills & Probate services
7. Prepare and issue tailored quotations promptly
8. Follow up on outstanding quotes to maximise conversion
9. Build strong relationships with clients, introducers and internal teams
10. Collect client information and ensure AML and regulatory compliance
11. Open new matters on case management systems (Minerva and P4W)
12. Issue client care packs and onboarding documentation
13. Maintain and track the new business pipeline
14. Support the wider team to ensure matters are ready to progress
15. Produce regular reports on enquiry trends and conversion rates
16. Maintain strict confidentiality and data protection standards
About you
17. The role would suit a candidate who is interested in pursuing a career within a legal environment although legal experience is not essential.
18. Excellent communication and client service skills
19. Confident handling enquiries via phone and email
20. Highly organised with strong attention to detail
21. Comfortable working to targets and conversion goals
22. Strong IT skills and ability to learn new systems
23. Professional, discreet and client-focused
INDL Apply
24. Apply