Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Welcome new clients and guide them through their conveyancing journey with professionalism.
- Company: Established firm in the property and legal sector with a supportive team.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Be the first point of contact for clients and make a real difference in their experience.
- Qualifications: Strong communication skills, organisational abilities, and a client-focused mindset.
- Other info: Opportunity for growth and increased autonomy within a structured process.
The predicted salary is between 21000 - 29000 £ per year.
Location: Altrincham
Department: Real Estate
Employment Type: Full-time
Reports To: Welcome Team Manager
Salary: £25,000
About the Opportunity
We are recruiting on behalf of a well-established firm within the property and legal sector that is seeking a Legal Onboarding Executive to join its busy Real Estate team. This role plays a key part in ensuring new clients are welcomed professionally, onboarded efficiently, and supported throughout the early stages of their conveyancing journey.
You will be the first point of contact for clients, guiding them through initial queries, preparing accurate quotes, handling documentation, and ensuring each file is opened correctly and passed on to the appropriate case handler. This is an excellent opportunity for someone who enjoys client interaction, has strong organisational skills, and thrives in a process-driven environment.
Key Responsibilities
- Client Engagement & Quoting
- Act as the primary point of contact for new clients, offering a friendly, professional service
- Understand client needs over the phone and provide accurate, detailed quotes
- Proactively follow up on new leads to maximise conversion and support business growth
- Case Management
- Set up new conveyancing files, ensuring all client details are correct and assigned to the appropriate fee earner
- Use case management software effectively to streamline form completion and minimise errors
- Report system issues or improvement ideas to the Welcome Team Manager to enhance productivity
- Relationship Building
- Work closely with the conveyancing team to understand workloads and allocate new files appropriately
- Assign files fairly based on capacity and expertise
- Ensure individual fee earner requirements are met and seek clarification where needed
- Call Management
- Support reception by handling incoming calls and managing enquiry queues
- Assess client needs and transfer calls to the appropriate fee earner
- Provide basic file updates when information is available on the case management system
- Quality & Compliance
- Adhere to SRA standards, data protection requirements, and firm policies
- Maintain high levels of confidentiality and accuracy across all documentation
Required Skills & Experience
- Strong written English, spelling, and grammar
- Fast, accurate typing and excellent document formatting skills
- Confident using MS Office (Word, Excel, Outlook) and PDF tools
- Highly organised, reliable, and able to manage multiple deadlines
- Professional communication skills and a client-focused mindset
- Willingness to learn and develop
- Knowledge of the conveyancing process is desirable but not essential
Performance Expectations
- High accuracy and timely completion of documents
- Positive compliance audits and correct handling of KYC/engagement paperwork
- Reliable productivity and consistent task management
- Strong service delivery with positive feedback from clients and colleagues
- Continued development and increased autonomy over time
If you enjoy working directly with clients, thrive in structured processes, and want to be part of a supportive legal team, we would love to hear from you. Apply today to be considered for this opportunity. Get in touch with the team on 02085497212 or submit your CV using the link below.
Legal Onboarding Executive in Altrincham employer: Kingsgate Recruitment
Contact Detail:
Kingsgate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Onboarding Executive in Altrincham
✨Tip Number 1
Get to know the company before your interview! Research their values, recent projects, and team culture. This will help you tailor your responses and show that you're genuinely interested in being part of their Real Estate team.
✨Tip Number 2
Practice your client engagement skills! Since you'll be the first point of contact for clients, role-play common scenarios with a friend. This will boost your confidence and help you communicate effectively during the real deal.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or deadlines in the past. This will demonstrate that you can thrive in a process-driven environment like theirs.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. And remember, apply through our website to make sure your application gets the attention it deserves!
We think you need these skills to ace Legal Onboarding Executive in Altrincham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Legal Onboarding Executive role. Highlight your client engagement experience and any relevant organisational skills to show us you're the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background aligns with our needs. Keep it professional but let your personality come through!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application demonstrates your strong communication skills. Pay attention to spelling and grammar – we love a polished application!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Kingsgate Recruitment
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Legal Onboarding Executive. Familiarise yourself with client engagement, case management, and compliance standards. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your professional communication skills. Practice answering common interview questions clearly and concisely, and think of examples where you've successfully engaged with clients or handled queries in the past.
✨Highlight Your Organisational Skills
The job requires strong organisational abilities, so come ready to discuss how you manage multiple tasks and deadlines. Share specific examples from your previous experiences where your organisational skills made a difference, especially in a busy environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the onboarding process, or how success is measured in the role. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you.
