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New business advisor

West Wickham
Deverell Smith Recruitment
Business advisor
Posted: 18 July
Offer description

About the Role

My client, a leading law firm, is looking for a New Business Advisor to join their Property team! This is an excellent opportunity to work within a dynamic New Business Team, providing first-class service to new and existing clients while explaining the conveyancing process, providing quotes, and cross-selling additional legal services.


Location: Croydon - Flexible working 2/3 days per week in office
Salary: £25,000 - £26,000 basic + commission (OTE £50,000+)


Key Responsibilities


Client & Business Development:

* Handle all property-related new business enquiries via phone and email
* Provide accurate conveyancing estimates to clients and referrers
* Manage specific agent and referrer accounts, including proactive outreach calls
* ⏰ Follow up all estimates within 24-48 hours and provide feedback on lost instructions
* Cross-sell legal services to maximise client value


️ Administrative & Operational:

* Provide administrative support to property fee-earning teams
* Allocate cases based on referrer requirements and team capacity
* Maintain accurate records using Case Management Systems, Outlook, Microsoft Word, and Excel
* Handle data entry into electronic portals during client onboarding
* Ensure all correspondence and conversations are properly documented


Client Service & Compliance:

* Assist clients through the on boarding process and answer queries promptly
* Ensure compliance with GDPR requirements for handling personal information
* Work to departmental targets and KPIs
* ⭐ Maintain high standards of customer service throughout all interactions


Relationship Management:

* Work closely with account managers to maximise referrer partnerships
* Build strong relationships across managed accounts to drive engagement
* Identify and report potential issues that could impact referrer relationships
* Support continued growth of the department through effective relationship building


✅ Essential Requirements

* Property experience is essential
* Ability to work independently and collaboratively as part of a team
* Experience working in a busy, sales and target-driven environment
* Excellent attention to detail
* Self-motivated and enthusiastic approach
* Strong sales and target-driven mindset
* Customer-focused with exceptional service standards
* Outstanding verbal and written communication skills
* Ability to remain calm and professional under pressure


What My Client Offers

My client is committed to excellence and values:

* Aspirations: Supporting you to be the best you can be, encouraging smart working and continuous improvement
* Integrity: Promoting openness, honesty, and respect in all interactions
* Innovation: Fostering creativity, adaptability, and continuous learning for personal development
* Commitment: Building long-term relationships and career growth

This is an excellent opportunity to join a progressive law firm where you can develop your career in property law!

Ready to take the next step? Apply now to join this dynamic team!

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