Location: Grantham
Salary: Dependant on experience
Hours: 9am-5.30pm Monday-Friday
Contract: Permanent
Are you great with people, confident on the phone and passionate about delivering an exceptional client experience?
We are looking for an enthusiastic, organised and commercially minded Conveyancing Client Onboarding & Sales Advisor to join our growing conveyancing team.
This is a key role within the business. You will be the first point of contact for many of our clients, helping them understand our services, guiding them through the initial stages of their conveyancing journey and ensuring that every enquiry receives a professional, friendly and efficient response.
We are looking for someone who can do more than simply answer the phone. You will be confident speaking to prospective clients, understanding their needs, explaining our services and fees, and turning enquiries into new instructions. You will also build strong relationships with estate agents, mortgage brokers and other referral partners, helping to develop and maintain valuable sources of new business.
What will you be doing:
- Managing new enquiries: Responding promptly to telephone, email and website enquiries from prospective conveyancing clients.
- Preparing quotes: Obtaining the necessary information, preparing accurate quotations and explaining our fees and services clearly and confidently.
- Converting enquiries into instructions: Following up quotations, handling questions and objections professionally, and helping prospective clients choose our firm.
- Client care and onboarding: Guiding new clients through the onboarding process, issuing initial paperwork and ensuring all required information and documentation are obtained.
- Chasing outstanding information: Proactively following up clients for outstanding documentation.
- Liaising with referrers: Building positive relationships with estate agents, mortgage brokers and other introducers, keeping them updated appropriately and delivering excellent service.
- Maintaining accurate records: Ensuring enquiries, quotes, follow-ups and onboarding progress are recorded correctly on our systems.
- Supporting the conveyancing team: Ensuring new matters are handed over efficiently, with the necessary information collected and initial requirements completed.
- Delivering outstanding client service: Making sure every interaction reflects the professionalism, responsiveness and care our firm is known for.
What we are looking for:
- Is confident, articulate and personable on the telephone.
- Has excellent communication and relationship-building skills.
- Is commercially aware and enjoys converting enquiries into new business.
- Can explain information clearly and confidently, including fees and processes.
- Has outstanding attention to detail and takes pride in getting things right first time.
- Is proactive, persistent and comfortable following up outstanding actions.
- Can manage multiple enquiries and competing priorities without losing track of detail.
- Is professional, approachable and able to build trust with clients and referrers.
- Is organised, self-motivated and comfortable working in a busy environment.
- Understands the importance of confidentiality, data protection and appropriate client onboarding procedures.
You will be someone who:
- Is confident, articulate and personable on the telephone.
- Has excellent communication and relationship-building skills.
- Is commercially aware and enjoys converting enquiries into new business.
- Can explain information clearly and confidently, including fees and processes.
- Has outstanding attention to detail and takes pride in getting things right first time.
- Is proactive, persistent and comfortable following up outstanding actions.
- Can manage multiple enquiries and competing priorities without losing track of detail.
- Is professional, approachable and able to build trust with clients and referrers.
- Is organised, self-motivated and comfortable working in a busy environment.
- Understands the importance of confidentiality, data protection and appropriate client onboarding procedures.
Experience:
Experience in conveyancing, legal administration, client onboarding, customer service, sales or a similar client‑facing role would be an advantage.
Experience in a conveyancing firm would be particularly useful, but we are also interested in candidates from other sectors who have excellent telephone skills, a strong customer focus and a proven ability to convert enquiries into business.
This is an opportunity to take on a varied and important role within a conveyancing team, where your contribution will have a direct impact on the client experience and the growth of the business.
You will play a central role in how clients first experience our firm, how referral relationships develop and how efficiently new matters progress from initial enquiry to instruction.
If you are organised, commercially minded, confident on the phone and passionate about looking after clients, we would love to hear from you.
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