Sales Processor (Referral Advisor) Job at 360 Resourcing Solutions (St Ives)

Job Description

Sales Processor– Conveyancing Sales. At Simplify, we’re proud to be the UK’s leading conveyancing and property services group, helping home movers feel supported and confident at every stage of their journey. Behind every successful case is strong collaboration — and our Referral Advisors play a vital role in making that happen. We’re looking for a Sales Processor / Referral Advisor to support our conveyancing sales operation by managing inbound referrals, working closely with business development and sales teams, and ensuring every opportunity is handled accurately, efficiently, and within agreed service levels. This is a highly organised, relationship-focused role ideal for someone who enjoys working in a fast-paced, service-driven environment.

Job Responsibility

Working closely with the Conveyancing Sales and Business Development teams to allocate IDAML opportunities accurately and in a timely manner
Ensuring all referred leads are reviewed, processed, and passed to sales teams within agreed service levels
Acting as a point of contact for Business Development colleagues and, where appropriate, external referrers
Managing the end-to-end referral process, ensuring all required information and documentation is obtained
Maintaining accurate, well-organised records across internal systems
Providing regular updates to referral sources on the progress of referred cases
Supporting internal conveyancing teams to ensure referred clients receive a high-quality, seamless service
Collaborating with internal departments to resolve referral-related issues efficiently
Undertaking additional duties in line with the role, as requested by your line manager

Requirements

Previous administrative experience in a high-volume, SLA-driven environment
Customer service experience with a strong focus on accuracy and quality
Ability to work effectively within a team environment
Educated to a good standard in Maths and English
Confident using Microsoft Office

Nice to have

Knowledge of the UK property or conveyancing process
Experience managing or allocating external leads
Experience working with multiple internal or external stakeholders

What we offer

Competitive salary
25 days holiday + 8 public holidays
Option to buy or sell additional holiday
Pension scheme & life assurance
Enhanced family-friendly policies
Employee Assistance Programme
Retail discounts
Free conveyancing services for your own move

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Sales Processor (Referral Advisor)

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