At a Glance
- Tasks: Support home movers by managing referral processes and ensuring smooth customer onboarding.
- Company: Join Simplify, the UK's leading conveyancing and property services group.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and retail discounts.
- Other info: Enjoy a supportive culture with excellent career development opportunities.
- Why this job: Be part of a collaborative team making a real difference in people's property journeys.
- Qualifications: Strong communication skills and previous administrative experience required.
The predicted salary is between 30000 - 40000 £ per year.
St Ives – At Simplify, we’re proud to be the UK’s leading conveyancing and property services group, helping home movers feel supported and confident at every stage of their journey. Behind every successful case is strong collaboration — and our Referral Advisors play a vital role in making that happen.
The Role
As a Sales Processor / Referral Advisor, you’ll be a key point of contact for internal stakeholders and, at times, external referral partners. You’ll be responsible for ensuring referred opportunities are complete, prioritised correctly, and allocated to the appropriate sales teams – enabling a smooth and effective customer onboarding experience. Your work will directly support business growth while ensuring referral partners receive a professional, reliable, and positive experience.
What You’ll Be Doing
- Working closely with the Conveyancing Sales and Business Development teams to allocate IDAML opportunities accurately and in a timely manner
- Ensuring all referred leads are reviewed, processed, and passed to sales teams within agreed service levels
- Acting as a point of contact for Business Development colleagues and, where appropriate, external referrers
- Managing the end‑to‑end referral process, ensuring all required information and documentation is obtained
- Maintaining accurate, well‑organised records across internal systems
- Providing regular updates to referral sources on the progress of referred cases
- Supporting internal conveyancing teams to ensure referred clients receive a high‑quality, seamless service
- Collaborating with internal departments to resolve referral‑related issues efficiently
- Undertaking additional duties in line with the role, as requested by your line manager
What We’re Looking For
Essential Experience & Knowledge
- Previous administrative experience in a high‑volume, SLA‑driven environment
- Customer service experience with a strong focus on accuracy and quality
- Ability to work effectively within a team environment
Desirable Experience
- Knowledge of the UK property or conveyancing process
- Experience managing or allocating external leads
- Experience working with multiple internal or external stakeholders
Skills & Competencies
- Excellent communication and interpersonal skills
- A natural ability to build and maintain strong working relationships
- A customer‑focused approach, delivering a positive experience for referral partners
- Strong organisational skills with the ability to manage multiple referral routes
- A collaborative mindset, working well with colleagues across departments
- Adaptability and resilience in a fast‑paced sales environment
- Problem‑solving skills to confidently address referral‑related issues
Qualifications
Essential
- Educated to a good standard in Maths and English
- Confident using Microsoft Office
Why Join Simplify?
Based in St Ives, the office offers excellent transport links and free parking. You’ll be part of a supportive, inclusive organisation where collaboration and development are genuinely valued. Our benefits include:
- Competitive salary
- 25 days holiday + 8 public holidays
- Option to buy or sell additional holiday
- Pension scheme & life assurance
- Enhanced family‑friendly policies
- Employee Assistance Programme
- Retail discounts
- Free conveyancing services for your own move
- A culture that values accuracy, teamwork, and continuous improvement
Sales Processor (Referral Advisor) employer: Simplify
At Simplify, we pride ourselves on being the UK's leading conveyancing and property services group, offering a supportive and collaborative work environment in St Ives. As a Sales Processor (Referral Advisor), you'll enjoy a competitive salary, generous holiday allowance, and a culture that prioritises teamwork and employee development, all while contributing to meaningful customer experiences. With excellent transport links and free parking, our office is designed to foster growth and ensure every team member feels valued and empowered.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Processor (Referral Advisor)
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sales Processor (Referral Advisor) at Simplify, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Simplify. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sales Processor (Referral Advisor). Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sales Processor (Referral Advisor)
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Simplify:When writing your cover letter, make sure to tailor your message specifically for Simplify. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Simplify
✨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 Simplify that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Simplify that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Simplify’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
