New Business Assistant (Residential Conveyancing)

New Business Assistant (Residential Conveyancing)

Responsible To : Head of Marketing & Business Development

Main purpose of the role:

• Manage new client enquiries, delivering a professional and responsive first point of contact, and converting prospective clients into instructed matters.
• Build strong relationships with clients, estate agents and other referrers
• Ensure enquiries are handled efficiently, quotations are issued promptly, and opportunities for new business are followed up effectively.

Duties and responsibilities include but are not limited to:

New Business & Enquiries Management

• Handle all incoming residential conveyancing enquiries received by email, telephone, website and walk-in channels and ensure contacts are created on SOS.
• Gather relevant transaction information from prospective clients and record on SOS.
• Completing Conflict of Interest searches
• Prepare and issue residential conveyancing quotations promptly and accurately using SOS
• Act as the first point of contact for prospective clients.
• Follow up outstanding quotations and enquiries to maximise conversion opportunities, and ensure this is documented on SOS.
• Send prompt instructions to the Central Client & Compliance Team to open new matters within SOS and a Document Wallet for physical items
• Record reasons for lost instructions on SOS and identify trends.
• Deliver a professional and welcoming first impression of WSP.
• Maintain regular contact with prospective clients pipeline throughout the quotation stage.
• Identify opportunities to improve conversion rates and client engagement.
• Ensure prospective clients receive timely responses and updates.
• Support the onboarding process once instructions are received.
• Work closely with the conveyancing team to ensure smooth handovers.
• Maintain relationships with estate agents, mortgage brokers and other referral partners.
• Respond to referrer enquiries promptly.
• Provide updates to introducers where appropriate.
• Support the development of new referral relationships.
• Assist with networking events, marketing activities and business development initiatives.

Data, Reporting & Performance

• Maintain accurate enquiry and quotation records.
• Monitor enquiry volumes, conversion rates and lead sources.
• Produce monthly management information reports.
• Analyse trends and identify opportunities for improvement.
• Support marketing and business development activity using enquiry data and insights.

Team & Operational Support

• Work collaboratively with fee earners, paralegals and support staff.
• Support process improvements within the enquiry journey.
• Assist with departmental administration relating to new matters where required.
• Ensure compliance with firm procedures and regulatory requirements.

Conduct other reasonable duties which will require the following competencies:

• Be organised to support colleagues deliver uncomplicated client services.
• Develop positive relationships with colleagues and clients alike to drive a commercially successful and approachable business.
• Work compliantly to internal policies and third parties’ regulation e.g. the SRA.

Salary and benefits:

• A salary of £TBA Per Annum
• Sponsored training
• 24 days of annual leave plus bank holidays
• Life assurance
• Opticians scheme
• Healthcare Cash Plan for other benefits

• 24 Days of Annual Leave (plus Bank Holidays)
• Flexible/Hybrid Working
• Birthday Leave (on top of Annual Leave)
• Full Christmas Shutdown
• Bonus & Incentive Scheme
• Christmas Saving Club
• Internal and External Training and Development

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