New Business Co-ordinator - Wills & Probate

New Business Co-ordinator - Wills & Probate

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

You will play a vital role in ensuring potential clients receive prompt, accurate and professional support whilst helping to grow the department through effective conversion of enquiries into instructions.

• 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