New Business Co-ordinator - Wills & Probate

Team
Wills & Probate
Employment type
Permanent - Full-time
Location
Swadlincote

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?

We know how important it is to feel valued and supported in your role. As part of our team, you will benefit from:

  • 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:

This role is ideal for someone who is proactive, client focused, and confident in a fast-paced environment.

  • 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

About us

We are a well established law firm with a strong reputation for delivering clear, compassionate and practical legal advice. Our Wills & Probate team supports clients through some of life’s most important decisions, and this role plays a vital part in ensuring they receive the right support from the very first contact.

We are looking for a New Business Co-ordinator to join our Wills & Probate team. This is a key role where you will manage new enquiries, provide clear and professional information, and convert initial contact into valued client instructions.

If this sounds like the right role for you, we would love to hear from you!

Join us and be the first step in helping clients plan for the future with confidence.

Apply Now