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- Tasks: Be the first point of contact for new client enquiries and provide tailored quotations.
- 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: Make a real impact by enhancing client satisfaction in a supportive team environment.
- Qualifications: Ideal candidates have a legal background, especially in Wills and Probate.
- Other info: Apply early as interviews are ongoing; we prioritise your comfort and accessibility.
An award-winning research firm that reunites beneficiaries to lost estates is seeking a New Business 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 and help grow the firm's private client portfolio.
The New Business 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 direct sales role and is dealing with incoming enquiries. 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 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, please apply directly to the advert! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
New Business Administrator employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Administrator
✨Tip Number 1
Familiarise yourself with the firm's services and client base. Understanding what they offer and who their clients are will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 2
Leverage your legal background by highlighting relevant experiences in your discussions. If you've worked with Wills and Probate, be ready to share specific examples of how that knowledge can benefit the firm and its clients.
✨Tip Number 3
Practice your communication skills, as this role requires excellent interpersonal abilities. Consider role-playing scenarios where you handle client enquiries, ensuring you convey professionalism and clarity.
✨Tip Number 4
Network with current or former employees of the firm if possible. They can provide insights into the company culture and expectations, which can be invaluable during your interview process.
We think you need these skills to ace New Business 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 that align with the responsibilities of a New Business Administrator.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're interested in this role. Mention your experience with client interactions and how you can contribute to enhancing client satisfaction.
Highlight Relevant Skills: In your application, focus on skills such as client relationship management, attention to detail, and your ability to handle enquiries efficiently. These are crucial for the role and will set you apart from other candidates.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and reinforces your enthusiasm for the role.
How to prepare for a job interview at Tate
✨Know the Role Inside Out
Make sure you thoroughly understand the responsibilities of a New Business Administrator. Familiarise yourself with the firm's services and how they handle client enquiries, as this will help you demonstrate your knowledge during the interview.
✨Showcase Your Communication Skills
As the first point of contact for clients, excellent communication is key. Prepare examples of how you've effectively communicated in previous roles, especially in handling enquiries or providing information to clients.
✨Highlight Your Legal Background
If you have experience in the legal field, particularly in Wills and Probate, make sure to emphasise this. Discuss how your background can contribute to understanding client needs and enhancing their experience with the firm.
✨Prepare Questions for the Interviewers
Demonstrate your interest in the role by preparing thoughtful questions about the firm and its operations. This shows that you're engaged and eager to learn more about how you can contribute to their success.
