At a Glance
- Tasks: Acquire new clients, manage onboarding, and ensure compliance with AML requirements.
- Company: TV Edwards LLP is expanding its Property Department based in Whitechapel and Clapham Junction.
- Benefits: Enjoy 25 days holiday, increasing to 30 days, plus a bonus scheme and health cashback plan.
- Other info: Experience with practice management systems is preferred.
- Why this job: Join a team of 12 committed to training and delivering high-quality legal services.
- Qualifications: Minimum 2 years in sales or client relationship management, preferably in legal services.
The predicted salary is between 30000 - 40000 £ per year.
About the Property Department
The Residential and Commercial Property and Probate department is based at our offices in Whitechapel & Clapham Junction. We currently have 12 members of staff in the department and are looking to expand to build upon the current success of the department. We have a strong commitment to training our staff. We deliver regular internal training courses for staff of all levels of experience and invite staff to attend external training courses of their choice.
The Opportunity
TV Edwards LLP seeks to appoint a full‑time New Business Executive to join the Whitechapel team. This is a key role within the department, blending sales, client care, and compliance expertise. Your focus is to acquire new clients and grow the firm’s revenue, while also facilitating a smooth client onboarding journey and ensuring compliance with anti‑money laundering (AML) requirements. You will act as the first point of contact for prospective clients and introducers, playing a crucial part in converting initial enquiries into instructions and supporting the team to deliver a seamless client journey from initial enquiry through to file opening. Your role will be important in helping to build and maintain strong relationships with clients to foster loyalty and identify cross‑selling opportunities.
Key Responsibilities
- Responding to new client and introducer enquiries (by phone, email, and online), qualifying prospects and assessing their needs.
- Tracking and following up leads to maximise conversion opportunities, using the practice management system (CMS).
- Providing prospective clients with clear, tailored information about our services, including tailored proposals and fee estimates.
- Selling the benefits of our property services and upselling our services on the telephone.
- Managing the onboarding process, including gathering initial information and documents from clients.
- Undertaking AML checks, ID verification, and source of funds/source of wealth assessments.
- Working closely with fee earners to ensure smooth handover once matters are opened.
- Maintaining accurate records of conversion data, leads, and marketing sources.
- Contributing to business development activities, supporting marketing initiatives, and identifying cross‑selling opportunities.
- Achieving agreed targets for new client acquisition and revenue generation.
Person Specification
- Proven experience in sales, and/or client relationship management, ideally within the legal or professional services sector (minimum 2 years).
- Demonstrated success in meeting or exceeding targets.
- Strong communication and organisational skills with a keen eye for detail.
- Strong interpersonal skills and the ability to build rapport with clients and colleagues.
- Comfortable working with compliance processes including AML and onboarding requirements.
- A natural relationship‑builder who enjoys turning enquiries into opportunities.
- Commercially minded and target‑driven.
- Committed to providing excellent client service.
- Legal secretarial, administration or any other type of office based experience is essential.
- Experience of working with a practice management system would be preferred.
- Experience in law firm compliance requirements and on‑boarding is desirable.
- An enthusiastic team player.
Key Skills
- Excellent client care and a professional approach
- Excellent interpersonal skills
- Highly organised, self‑motivated and able to manage competing priorities
- Analytical thinking
- Time management
- Excellent communicator (both written and verbal)
- Proficient with IT / CMS systems
Benefits
- Be part of a firm recognised for excellence and integrity
- Thrive in a nurturing, inclusive workplace
- Receive ongoing training and supervision
- Enjoy family‑friendly policies and a strong emphasis on work‑life balance
- Get involved in high‑quality, high‑profile legal work
- 25 days holiday, increasing to 28 days after 3 years’ service and 30 days after 5 years
- Birthday day off
- Bonus Scheme
- Cycle to work scheme
- Health Cashback Plan
- Length of service awards
New Business Executive in London employer: Job Search Place Limited
TV Edwards LLP offers a nurturing workplace with ongoing training and family-friendly policies. Located in Whitechapel and Clapham Junction, the firm values integrity and excellence in legal work. Join a dedicated team of 12 professionals focused on client care and compliance.
StudySmarter Expert Advice🤫
We think this is how you could land New Business Executive in London
✨Leverage Your Network
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We think you need these skills to ace New Business Executive in London
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How to prepare for a job interview at Job Search Place Limited
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Job Search Place Limited that you understand the role and can hit the ground running in the sales game.
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