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- Tasks: Lead and inspire the Client Onboarding Team to achieve sales targets and ensure excellent client service.
- Company: Join a dynamic team in the Residential Conveyancing sector with a focus on growth.
- Benefits: Enjoy 23 days annual leave, gym discounts, and opportunities for career development.
- Other info: Participate in networking events and enjoy recognition for your contributions.
- Why this job: Make a real impact by driving sales and enhancing client experiences in a fast-paced environment.
- Qualifications: Proven leadership experience and strong sales skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
We are seeking a dynamic, results-driven Team Leader to manage and motivate our Client Onboarding Team within the Residential Conveyancing department. In addition to leading the onboarding function, the role also encompasses oversight of a New Business Associate, with a strong focus on converting initial enquiries into instructions. This position plays a pivotal role in achieving the department’s sales targets, service standards, and operational KPIs. The successful candidate will bring prior experience in a similar leadership role, demonstrate excellent sales acumen, and possess strong interpersonal and team motivation skills.
Duties and Responsibilities
- Sales and Conversion: Drive the quoting function to achieve and exceed conversion targets. Monitor and analyse conversion data to identify trends and opportunities. Provide coaching and support to the New Business Associate, to improve sales techniques and enquiry handling. Support with providing quotes to prospective clients, as necessary for the achievement of targets.
- Client Onboarding and Service Excellence: Ensure seamless onboarding of clients into the conveyancing process, maintaining high standards of client service. Maintain and improve onboarding procedures to enhance efficiency, client satisfaction and increase the number of instructions. Monitor productivity levels and adjust workflows as necessary to meet business needs. Support with file opening as needed to meet service level requirements. Lead, coach, and inspire the Client Onboarding Team and New Business Associate to achieve their KPI’s. Conduct regular 1:1s, team meetings, and performance reviews. Foster a culture of accountability, continuous improvement, and high morale.
- Performance Management: Set clear team and individual KPIs aligned with departmental objectives. Track performance metrics and produce regular reports for senior management and leadership team. Regularly monitor calls and provide feedback to team members. Take proactive steps to develop talent and improve team performance. Liaise with other internal teams to ensure a smooth client onboarding journey. Provide feedback to improve quoting tools, CRM / CSM systems, and sales materials. Represent the team in departmental meetings and contribute to strategic planning.
What we’re looking for:
- Proven experience in a similar team leader / leadership role.
- Experience within a legal or property services environment is desirable but not essential.
- Strong track record in sales or quoting with demonstrable success in meeting conversion targets.
- Excellent interpersonal, communication, and motivational skills.
- Commercial awareness and a client-centric approach to service delivery.
- Strong analytical skills and the ability to interpret performance data and metrics.
- Ability to manage competing priorities and work in a fast-paced, target-driven environment.
- Familiarity with CRM / CSM systems and onboarding tools is an advantage.
- Excellent general IT skills, with the ability to quickly learn and adapt to new systems.
- Strong level of literacy and numeracy.
- Team player.
What you’ll receive:
- Annual Leave: Enjoy a minimum of 23 days each holiday year, plus bank holidays and extra time off to unwind, including an additional personal day, a day off for your birthday, and a discretionary paid day during the Christmas break.
- Annual Leave Purchase Scheme: Option to buy up to 3 extra days of leave annually to support your work-life balance.
- Gym Discounts: Access discounted memberships to help you stay active and healthy.
- Growth & Development: We’re invested in your career with opportunities for learning and advancement.
- Milestone Recognition: Celebrate your dedication with recognition and awards for key milestones.
- Events: Take part in various networking, corporate, and charity events throughout the year.
- Refer a Friend Scheme: Get rewarded for referring talented friends and connections to join the team.
Successful candidates will be subject to a basic or enhanced DBS disclosure dependent on the role. Permanent employment is conditional on us obtaining a satisfactory DBS check. You will therefore be asked to disclose any unspent convictions during the recruitment process.
Location: Cardiff, Swansea, Bridgend & Newport
Client Onboarding & New Business Team Leader, Residential Conveyancing in Cardiff employer: Howells Legal Limited
Contact Detail:
Howells Legal Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding & New Business Team Leader, Residential Conveyancing in Cardiff
✨Tip Number 1
Get to know the company inside out! Research their values, recent projects, and team dynamics. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for standing out in the application process. Plus, it could lead to a referral!
✨Tip Number 3
Prepare for those tricky interview questions! Think about how your past experiences align with the role's requirements. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your achievements.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest and keep you top of mind for the hiring team.
We think you need these skills to ace Client Onboarding & New Business Team Leader, Residential Conveyancing in Cardiff
Some tips for your application 🫡
Show Off Your Leadership Skills: When writing your application, make sure to highlight your previous leadership experience. We want to see how you've motivated teams and driven results in the past, especially in a fast-paced environment like ours.
Be Sales Savvy: Since this role is all about converting enquiries into instructions, don’t forget to showcase your sales acumen. Share specific examples of how you've met or exceeded sales targets in your previous roles.
Client-Centric Approach: We’re all about providing top-notch service, so let us know how you’ve maintained high standards of client satisfaction in your past positions. Any stories about improving onboarding processes or enhancing client experiences will definitely catch our eye!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Howells Legal Limited
✨Know Your Numbers
Before the interview, brush up on your sales metrics and conversion rates. Be ready to discuss how you've driven results in previous roles, especially in a leadership capacity. This will show that you understand the importance of KPIs and can bring that knowledge to the Client Onboarding Team.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully coached team members in the past. Highlight specific instances where your guidance led to improved performance or morale. This is crucial for demonstrating your ability to inspire and lead the Client Onboarding Team and New Business Associate.
✨Client-Centric Mindset
Think about how you've enhanced client experiences in previous roles. Be ready to share strategies you've implemented to improve onboarding processes or client satisfaction. This will align perfectly with the role's focus on service excellence and client-centric approaches.
✨Familiarity with Tools
If you have experience with CRM or CSM systems, make sure to mention it. If not, do a bit of research on common tools used in the industry. Showing that you're tech-savvy and willing to learn new systems will give you an edge in this fast-paced environment.