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
Simplify is an exceptional employer located in Leicester, offering a dynamic and collaborative work environment where employees can thrive. With a strong focus on career development, ongoing training, and a supportive culture, team members are empowered to build expertise in compliance and identity verification while enjoying a comprehensive benefits package that includes generous holiday allowances and wellbeing support. Join us to be part of a leading property services group that values excellence and inclusivity.
