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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 reuniting beneficiaries with lost estates.
- Benefits: Earn up to £34,000 plus benefits, with potential for permanent position.
- Why this job: Make a real impact by helping clients while enjoying a supportive team culture.
- Qualifications: Ideal candidates have a legal background, preferably in Wills and Probate.
- Other info: This role is perfect for paralegals or legal assistants seeking a fresh career path.
The predicted salary is between 28000 - 34000 £ 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. Maybe you are 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 conversations.
✨Tip Number 2
Practice your communication skills, particularly in handling enquiries. Since you'll be the first point of contact, being able to convey information clearly and professionally is crucial. Consider role-playing scenarios with a friend to build your confidence.
✨Tip Number 3
Network within the legal community, especially with those who have experience in private client matters. Attend relevant events or join online forums to connect with professionals who can provide insights and potentially refer you to opportunities.
✨Tip Number 4
Showcase your ability to build relationships by preparing examples of how you've successfully managed client interactions in the past. Highlighting your interpersonal skills will make you stand out as a candidate who can enhance client satisfaction.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Private Client Administrator position. Tailor your application to highlight relevant experience, especially in handling client enquiries and providing quotations.
Highlight Relevant Experience: If you have a legal background or experience as a paralegal or legal assistant, make sure to emphasise this in your CV and cover letter. Discuss specific instances where you've dealt with client interactions or managed enquiries.
Craft a Strong Cover Letter: Write a personalised cover letter that showcases your communication skills and your ability to build relationships with clients. Mention why you're interested in stepping away from traditional legal roles while still utilising your industry knowledge.
Proofread Your Application: Before submitting your application, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
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. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨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 benefit the firm and its clients.
✨Demonstrate Excellent Communication Skills
As the first point of contact for clients, strong communication is key. Practice articulating your thoughts clearly and concisely. Be ready to showcase your ability to handle enquiries professionally and efficiently.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the firm's culture, growth opportunities, and expectations for the Private Client Administrator role. This shows that you are engaged and serious about the position.
