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.