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Conveyancing case handler

Grantham
Mallory Pryce Recruitment
Case handler
Posted: 5h ago
Offer description

We are looking for a Conveyancing Case Handler to join our client's busy, client-focused property team. The successful candidate will manage a varied caseload of residential property matters, deliver excellent client care, ensure compliance with regulatory and firm procedures, and support efficient team workflows.

This role provides exposure to a wide range of conveyancing matters including purchases, sales, remortgages, transfers of equity and leasehold work, and offers hybrid working arrangements.

Key responsibilities:

* Progress residential property transactions from initial instruction through to completion and post-completion tasks, ensuring timely progression and clear communication with clients and stakeholders.
* Carry out client identity checks and support anti-money laundering (AML) compliance, maintaining robust audit trails and accurate, audit-ready case files in line with firm procedures.
* Maintain and update electronic case files, recording clear case notes, milestones and actions to support fee earners and enable effective file reviews.
* Liaise with clients, estate agents, mortgage lenders, surveyors, HM Land Registry, local authorities and other third parties to obtain documentation, chase outstanding items and manage expectations professionally.
* Prepare and check completion statements, manage disbursement requests and client account transactions, and assist with billing and fee recovery processes in accordance with firm policies.
* Prepare and check standard documentation including client engagement letters, contract packs, transfers and SDLT returns, ensuring accuracy and compliance with firm precedents.
* Respond to routine client and third-party enquiries by telephone and email, escalating complex issues to fee earners in a timely manner and keeping clients informed of progress.

Key skills and experience required:

* Good understanding of residential property processes including HM Land Registry procedures, Stamp Duty Land Tax (SDLT) returns and leasehold documentation.
* Knowledge of AML and client identification requirements and experience maintaining audit-ready files and compliance documentation.
* Strong organisational skills with the ability to manage competing priorities, meet deadlines and maintain attention to detail across multiple matters.
* Confident and professional communicator with excellent interpersonal skills and the ability to liaise effectively with clients, colleagues and external contacts.
* Proactive, reliable and solutions-focused with a willingness to develop technical knowledge, embrace new systems and support team improvements.

Benefits and working arrangements:

* Hybrid working model once settled into the team.
* Competitive salary and benefits package commensurate with experience.
* Access to training and development to support career progression within the property team.
* Supportive, client-focused environment that values continuous improvement and collaborative working.

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