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- Tasks: Be the first point of contact for clients, handling enquiries and ensuring smooth onboarding.
- Company: Join a respected law firm with a growing Wills & Probate department.
- Benefits: Full training, supportive environment, and opportunities for career development.
- Other info: Work in a friendly team and thrive in a dynamic environment.
- Why this job: Make a real difference by helping clients with important life decisions.
- Qualifications: Excellent communication skills, organisation, and customer service experience required.
The predicted salary is between 30000 - 40000 £ per year.
Are you highly organised, confident on the phone, and passionate about delivering outstanding client service? Do you enjoy being the first point of contact and helping people take the first step in important life decisions? If so, this could be the perfect opportunity for you.
As our New Business Co‑ordinator, you will be the first point of contact for clients and introducers, handling enquiries from start to finish and ensuring a smooth onboarding experience.
Your role
- Handling all new enquiries via phone, email, online platforms and referral partners
- Providing clear and accurate information about our Wills & Probate services and processes
- Preparing and issuing tailored quotations quickly and professionally
- Following up on outstanding quotes to maximise conversion rates
- Building strong relationships with clients, introducers and other stakeholders
- Collecting client information and ensuring full AML and regulatory compliance
- Opening new matters accurately on case management systems (Minerva and P4W)
- Issuing client care packs and onboarding documentation promptly
- Maintaining and updating the new business pipeline and tracking enquiries
- Supporting the wider Wills & Probate team to ensure matters are ready to progress
- Providing regular reporting on enquiry trends and conversion performance
- Maintaining high standards of confidentiality and data protection
What's in it for you?
- A key role within a busy and growing Wills & Probate department
- Full training and support from an experienced legal team
- Opportunities for development within a respected law firm
- A friendly, professional and supportive working environment
To thrive in this role, you will need to:
- Have excellent communication and customer service skills
- Be confident handling phone and email enquiries professionally
- Be highly organised with strong attention to detail
- Be comfortable working to targets and conversion goals
- Have strong IT skills and ability to learn case management systems
- Demonstrate professionalism, discretion and a client‑first approach
New Business Co-ordinator - Wills & Probate in Swadlincote employer: Timms Law
Contact Detail:
Timms Law Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Co-ordinator - Wills & Probate in Swadlincote
✨Tip Number 1
Get to know the company inside out! Research their values, services, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since you'll be handling enquiries over the phone, it’s crucial to sound confident and friendly. Try role-playing with a friend to get comfortable with common questions and scenarios.
✨Tip Number 3
Follow up after your initial contact! If you’ve had a conversation or sent an email, don’t hesitate to check in. It shows initiative and keeps you on their radar, which can really boost your chances.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re tech-savvy and know how to navigate online platforms, which is key for this role.
We think you need these skills to ace New Business Co-ordinator - Wills & Probate in Swadlincote
Some tips for your application 🫡
Show Your Organisational Skills: As a New Business Co-ordinator, being organised is key! Make sure your application reflects your ability to manage multiple tasks efficiently. Use examples from your past experiences to showcase how you keep everything in order.
Highlight Your Communication Skills: Since you'll be the first point of contact for clients, it's crucial to demonstrate your excellent communication skills. Whether it's through your cover letter or CV, make sure to convey your confidence in handling phone and email enquiries.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to highlight your relevant experience in Wills & Probate or similar fields. Show us why you're the perfect fit for this role by aligning your skills with our needs.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important details about the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Timms Law
✨Know Your Stuff
Make sure you understand the Wills & Probate services inside out. Familiarise yourself with common client queries and the processes involved. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Practice Makes Perfect
Rehearse your responses to typical interview questions, especially those related to customer service and handling enquiries. You could even role-play with a friend to get comfortable speaking on the phone, as this is a key part of the job.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your time and keep track of multiple tasks. Bring examples of how you've successfully handled busy periods or tight deadlines in the past, as this will demonstrate your ability to thrive in a fast-paced environment.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Use active listening skills and engage with their questions. This not only shows your communication skills but also reflects the client-first approach that’s crucial for the role.