Job Description
New Business Team Leader - Residential ConveyancingCardiff
An exciting opportunity has arisen for a driven and experienced Team Leader to manage and motivate a high-performing Client Onboarding team within a growing Residential Conveyancing department. This role combines leadership of the onboarding function with oversight of a New Business Associate, with a strong focus on converting initial enquiries into instructions.
You will play a vital part in delivering the department’s sales targets, service standards, and operational KPIs, while championing a culture of performance, collaboration, and client care.
Key Responsibilities:
Sales & Conversion:
* Drive performance of the quoting process to meet and exceed conversion targets.
* Analyse sales and conversion data to identify trends and implement improvements.
* Coach and support the New Business Associate to enhance enquiry handling and sales techniques.
* Provide quotes to prospective clients as needed to help achieve departmental targets.
Client Onboarding & Service Delivery:
* Ensure a smooth, efficient onboarding process that reflects high service standards.
* Continuously improve workflows and procedures to increase instruction rates and client satisfaction.
* Monitor onboarding productivity and assist with file opening to maintain service levels.
Team Leadership & Development:
* Lead, support and motivate the Client Onboarding team and New Business Associate.
* Hold regular 1:1s, performance reviews, and team meetings.
* Promote a positive culture of accountability, improvement, and morale.
Performance Management:
* Set clear and measurable KPIs aligned with business goals.
* Track and report team performance metrics to senior management.
* Monitor call quality and provide regular feedback and development opportunities.
Collaboration & Continuous Improvement:
* Work closely with internal departments to ensure a joined-up client journey.
* Provide insight to improve CRM/CSM systems, quoting tools, and marketing materials.
* Represent the team in departmental meetings and contribute to strategic planning.
What We’re Looking For:
* Proven leadership experience in a team leader or supervisory role.
* Sales or quoting experience with a strong record of meeting targets.
* Excellent communication, coaching, and interpersonal skills.
* Commercial awareness and a customer-first mindset.
* Strong analytical skills with the ability to interpret and act on performance data.
* Highly organised and capable of managing competing priorities in a fast-paced environment.
* Experience in legal or property services is desirable but not essential.
* Familiarity with CRM/CSM systems and client onboarding tools is an advantage.
* Strong IT skills and adaptability to new systems.
* Confident, persuasive, and resilient team player.
What You’ll Receive:
* Competitive Salary
* Generous Annual Leave: Starting at 23 days + bank holidays, plus:
o A personal day
o Your birthday off
o A discretionary Christmas break day
* Annual Leave Purchase Scheme: Buy up to 3 extra days each year
* Gym Discounts
* Growth & Development Opportunities
* Milestone Recognition
* Networking & Charity Events
* Refer-a-Friend Bonus Scheme
Please contact Rachel Phillips at TSR Legal or apply directly below: