About the Role
My client, a leading law firm, is looking for a New Business Advisor to join their 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 their service offerings, providing quotes, and cross-selling additional legal services.
📍 Location: Croydon - Hybrid 2/3 days per week in office
💰 Salary: £33k basic + commission - OTE £40-£45k
Client & Business Development
* 📞 Handle new business enquiries via phone and email
* 💰 Provide accurate 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
* 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
* 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
* 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
Please reach out for a confidential conversation.
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