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- Tasks: Be the first point of contact for new client enquiries and provide tailored service.
- Company: Join an award-winning research firm focused on reuniting beneficiaries with lost estates.
- Benefits: Earn up to £34,000 plus benefits, with potential for a permanent role.
- Why this job: Enjoy a supportive environment while using your legal knowledge in a non-traditional role.
- Qualifications: Ideal candidates have a legal background, preferably in Wills and Probate.
- Other info: This is a 15-month contract supporting maternity leave, with growth opportunities.
The predicted salary is between 20400 - 40800 £ per year.
An award-winning research firm that reunites beneficiaries to lost estates is seeking a Private Client Administrator, paying up to £34,000 plus benefits, to join their growing team. The position will be initially offered on a 15-month contract, supporting maternity leave, but there could be an opportunity to be made permanent for the right candidate. This is a critical role that will support the growth of the firm’s private client portfolio.
The Private Client Administrator will be responsible for handling all new incoming enquiries and quotations, ensuring potential clients are provided with a professional and efficient experience from their first interaction with the firm - this is not a sales position, just dealing with incoming leads.
Duties will include the following:
- Act as the first point of contact for all new private client enquiries via phone, email, or website.
- Qualify and assess enquiries, identifying the appropriate department or specialist to handle the case.
- Log and respond promptly to enquiries, providing initial information, advice, and guidance on the firm’s services.
- Liaise with prospective clients for new work and gather information on their case specifics and requirements.
- Prepare and deliver accurate, bespoke quotations for services across various private client departments, ensuring clarity.
- Follow up on sent quotations to secure new business and answer any questions related to services.
- Regularly review and monitor open enquiries and quotations.
- Provide regular updates to senior staff on new business leads and opportunities.
- Build and maintain relationships with potential clients, providing high-quality service to enhance client satisfaction and loyalty.
- Identify opportunities for cross-selling other services within the firm.
- Update and maintain the firm’s Client Relationship Management system with all new enquiry details and interactions.
The ideal candidate will come from a legal background and ideally have worked in private client covering Wills and Probate. You may be a paralegal or legal assistant looking to step away from working in a law firm, but would like to still stay in a law-leaning company while using your industry knowledge. You will have excellent communication skills and enjoy being that first point of contact for clients while building long-lasting relationships. Experience in quoting legal fees would be advantageous.
If you come from the legal world, but don’t want to take the traditional career pathway - then please apply directly to the advert!
Private Client Administrator employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Administrator
✨Tip Number 1
Familiarise yourself with the firm's services and the specifics of private client work, especially in Wills and Probate. This knowledge will help you engage confidently with potential clients and demonstrate your understanding of their needs during any interactions.
✨Tip Number 2
Practice your communication skills, particularly in handling enquiries over the phone and via email. Being the first point of contact means you need to convey professionalism and empathy, so consider role-playing scenarios with a friend or mentor to refine your approach.
✨Tip Number 3
Network within the legal community to build relationships that could lead to referrals. Attend relevant events or join online forums where you can connect with professionals who might direct potential clients your way.
✨Tip Number 4
Stay organised and proactive in following up on enquiries and quotations. Develop a system for tracking these interactions, as demonstrating your ability to manage leads effectively will set you apart from other candidates.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially if you have a legal background or have worked in private client roles. Emphasise skills like communication and client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities of the Private Client Administrator role. Mention your experience with client enquiries and your ability to provide excellent service.
Showcase Relevant Skills: In your application, highlight skills that are crucial for this role, such as attention to detail, organisational abilities, and experience in quoting legal fees. Use specific examples to demonstrate these skills.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Tate Recruitment
✨Know the Company Inside Out
Before your interview, make sure to research the firm thoroughly. Understand their mission, values, and the services they offer, especially in relation to private client work. This will help you demonstrate your genuine interest and align your answers with their goals.
✨Highlight Relevant Experience
Since the role requires a background in legal matters, be prepared to discuss your previous experience in Wills and Probate or any related fields. Share specific examples of how your skills can contribute to managing client enquiries effectively.
✨Showcase Your Communication Skills
As the first point of contact for clients, excellent communication is key. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few scenarios where you successfully handled client interactions in the past.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the team dynamics, company culture, and potential career progression. This shows that you’re not only interested in the role but also in how you can grow within the firm.
