We are looking for an additional team member for our New Business Team to fill the role of New Business Administrator, based in our Taunton office. You will ensure that our clients, brokers and introducers all continue to receive the best possible service at all times. You will be expected to act as the face (or voice) of Amicus, always presenting a friendly, helpful, efficient and professional demeanour to clients, colleagues and all visitors.
Full Time 8.45am 5.15pm Monday to Friday
Competitive Salary
Job Types: Permanent
Pay: £25,000.00 FTE
Experience:
Sales: 1 year (required)
Responsibilities
Meeting and greeting clients and other visitors and providing a warm welcome including provision of refreshments, alerting relevant members of staff to their presence, making them feel comfortable and chasing as needed
Front line call handling and dealing with basic enquiries, demonstrating exceptional client service, making appointments and passing on all necessary and useful information including following up to ensure calls have been returned
Balancing the requirements of visitors, callers and staff at all times and ensuring that all feel valued and noticed
Keeping appropriate records in our own system of client preferences and needs and ensuring that confidential and sensitive data is safeguarded at all times
Confirming appointments in advance with all visitors using the meeting room diaries and passing on information regarding any changes to the relevant fee earner and their team
Responsible for the accurate and timely creation of new client file records, ensuring all necessary documentation is collected, verified, and entered into the firm s case management system in accordance with regulatory compliance and internal protocols. This includes liaising with legal teams to gather client information, maintaining data integrity, and supporting the smooth onboarding of new business matters
Responsible for managing the full lifecycle of client relationship development across multiple sectors or practice areas, ensuring consistent growth in new business opportunities and client engagement. This includes developing and executing strategic business development plans, tracking performance metrics, nurturing key client relationships, and collaborating with partners and legal teams to identify cross-selling opportunities and enhance the firm s market presence.
Maintaining the New Business Team internal intranet page, publishing research and analyse market trends to uncover potential new clients and sectors.
Work closely with partners, marketing, and practice groups to align business development efforts.
Assist in the planning, coordination, and delivery of internal office events and client-facing entertainment, ensuring all activities align with the firm s brand and professional standards. This includes supporting the organisation of networking receptions, seminars, and social functions, as well as managing logistics, communications, and follow-up. Additionally, play a key role in marketing and arranging stakeholder events to strengthen client relationships, enhance visibility, and support the firm s business development objectives.
Creating and maintaining archive records, closing files and scanning documents as required to include managing local will and deed stores as appropriate
Conducting the administrative aspects of file reviews
Seek out and communicate opportunities for social media or website content and share these with the Marketing Manager as they arise
Assist with telephone and reception cover for other offices during periods of holiday and sickness or when capacity allows
Set up video calls and assist users with training on AV equipment for meeting rooms as required
Attend training and out of hours team meetings as needed, but not more than once per month
May be required to travel between offices
Other ad hoc duties as required.
Experience
Prior sales generation experience within a client-facing role would be advantageous.
Strong customer skills are essential.
Experience supporting business development in an external environment would be beneficial.
Proven ability to network effectively with professionals and clients.
Experience with profiling capabilities within the external marketplace.
Sales generation and business pipeline tracking
Marketing experience
Following through and tracking pipeline sales
Sales Food chain awareness
Achievements of relative targets.
If you are an ambitious professional looking to make a significant impact within a growing organisation, we encourage you to apply for this exciting opportunity.
Work authorisation:
United Kingdom (required)
Work Location: In person