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As a New Business Advisor for Probate, your primary responsibility is to handle new client enquiries with confidence, clarity and care. You will be the first point of contact for individuals seeking guidance, ensuring they receive accurate information and a positive initial experience with our firm. Your work will focus on understanding client needs, providing clear explanations, preparing quotes, and converting enquiries into new instructions. This is a fast‑paced role where excellent communication skills and the ability to build rapport quickly are essential. While the core of your role centres on new business handling, you will also support the team with light general paralegal‑style duties, helping to ensure that newly‑opened matters transition smoothly to solicitors.
Job Responsibility:
Responding promptly and professionally to inbound Wills & Probate enquiries
Identifying client needs quickly and providing clear, accurate information
Offering quotes and guiding clients through the next steps of the process
Delivering exceptional customer service on every call
Building positive relationships with prospective clients
Proactively contributing to sales conversion and cross‑selling opportunities
Recording all new enquiries accurately on the case management system
Managing your workload effectively to ensure timely follow‑up and continuity
Ensuring compliance with all client care and quality procedures
Assisting with setting up new cases after instruction
Preparing basic documents, forms or template letters needed for file opening
Supporting fee earners with routine administrative tasks linked to new matters
Helping obtain initial client information or documentation where required
Ensuring accurate and confidential handling of sensitive legal information
Requirements:
5 GCSEs at grade C / 4 or above (or equivalent)
Experience dealing with high‑volume inbound calls
Customer service experience (phone‑based or face‑to‑face)
Experience within a sales or conversion‑focused role
Excellent telephone manner and strong listening skills
Good IT and keyboard skills
Strong organisation and time‑management skills
Ability to work calmly and productively amidst interruptions
Nice to have:
Experience providing basic legal information
Experience in the legal sector, particularly Wills & Probate
Familiarity with case management systems
Knowledge of Wills & Probate processes
Understanding of time recording or basic legal costs
Awareness of client care and complaints procedures
What we offer:
Generous annual leave (increasing with service)
Salary sacrifice pension scheme
Early monthly pay scheme
Life assurance
Hybrid working
Holiday sale & purchase scheme*
Wellbeing package (financial, physical & mental health support)