New Business Executive - Private Client

TN United Kingdom; Preston; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading law firm in Preston is seeking a New Business Executive to provide exceptional customer service in their Private Client team. This full-time role involves advising clients on Wills, Probate, Tax, and Trusts, ensuring high standards of service while maintaining a work-life balance. The ideal candidate will have strong communication skills, relevant administrative experience, and a commitment to the firm's values.

Benefits

33 days annual leave, including bank holidays

Enhanced family friendly policies

Ongoing professional development

Health care benefits

Staff discount on Firm services

Qualifications

• Demonstrates practical experience of managing a range of stakeholders.
• Previous experience in fast-paced administration/secretarial roles.
• Excellent communication skills with experience of speaking to clients.

Responsibilities

• Provide excellent customer service to new clients in the Wills, Probate, Tax and Trusts department.
• Advise on relevant services and convert enquiries into confirmed business.
• Maintain accurate information on referrals and support general administration.

Skills

Communication

Customer Service

Attention to Detail

IT Skills

Education

5 GCSEs grade C/4 or above including Maths and English

Tools

Word

Excel

Outlook

Job description

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New Business Executive - Private Client, Preston

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Client:

Location:

Preston, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

baac7e4fdc11

Job Views:

11

Posted:

23.05.2025

Expiry Date:

07.07.2025

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Job Description:

UK Employer of the Year 2024: Silver (250+) - Investors in People Awards

The Role

Forbes Solicitors LLP are seeking a New Business Executive to join our Private Client team at our Head Office at Walton Summit. This role is full time, working 36.25 hours per week, Monday to Friday.

The purpose of this role is to provide excellent customer service to new clients in the Wills, Probate, Tax and Trusts department resulting in the conversion of enquiries to new business and providing administrative support to the team.

This is a fantastic opportunity for an experienced administrator and customer services professional to bring their experience and knowledge and become part of a collaborative and professional team. While the role demands the fast pace, customer focus, and high standards of a law firm, it also ensures a sustainable work-life balance, reflecting the regional area it serves.

As a key member of our team, you will be responsible for achieving successful outcomes such as:

• Successfully and accurately advise on the relevant and appropriate services that the team can provide based on the enquiry information and client requirements, with the aim of converting the enquiry into confirmed business;
• Utilise strong communication skills to build rapport with potential clients, gain all relevant information, understand the client needs and expectations and articulate this back to the client and onto the legal advisor;
• Deliver an informed, empathetic and professional response to new enquiries including providing relevant customer service information and quotes; and filtering the types of enquiries that the team does not deal with and signposting them elsewhere;
• Maintain a detailed and up to date knowledge and understanding of the services provided by the team, developing basic legal knowledge to successfully support both potential clients and the department;
• Maintaining accurate information on referrals in and out the department;
• Monitor and action emails into the team email address and manage the team misc. partner file, allocating post and documents accordingly;
• Liaise with archive requests as directed by other members of the team, i.e. the retrieval and restore of deeds, documents and files;
• Update and maintain Wills and Deeds database on behalf of the team including logging documents in and out, whilst arranging for Wills, Deeds and LPAs are stored appropriately;
• Coordinate diary appointments and room bookings for the team and clients, i.e. team meetings, client meetings, 1-2-1’s and taking minutes as and when required;
• Check and distribute incoming post to fee earners and collate, check and process all department outgoing post;
• Supporting with general day to day administration for the team, i.e. letter drafting, updating templates, safe database, experts register, quality control of files;
• Contribute to the on-going development of the team and including peers and team members, processes and systems.

The Person

We will be progressing applicants to the next stage based on their demonstrated knowledge, experience, and skills in:

• Have 5 GCSEs grade C/4 or above or equivalent, including Maths and English;
• Previous experience working within fast paced administration/secretarial roles;
• Previous experience working within an informative customer service role;
• Demonstrates practical experience of managing a range of stakeholders, such as colleagues and clients;
• Demonstrates excellent communication skills with experience of speaking to clients/customers over the phone and other written methods of communication;
• Demonstrates excellent IT skills and the ability to use multiple platforms such as word, excel, outlook and other case management systems/databases;
• Demonstrates the ability to prioritise and manage multiple tasks, ensuring deadlines are met;
• Demonstrates high attention to detail and accuracy in their work and recording of information;
• Demonstrates the ability to work independently as well as part of a team;
• Aligns with the Firms values;

If you are interested in this role or in joining Forbes Solicitors, please visit our website to learn more about us.

The Firm

At Forbes Solicitors, we believe in creating a supportive and collaborative environment where our team members can thrive and develop themselves and others. We offer a comprehensive range of legal services and have offices across the North, with deep roots in Lancashire. Our team are known for its genuine, practical advice and passion for achieving the best results. We are real people who listen to each other and work together to deliver exceptional service.

We are proud to have been awarded UK Employer of the Year: Silver (250+) at the Investors in People Awards 2024 and the Firm is ranked as a Legal 500 Top Tier Firm and a Chambers and Partners Leading Firm.

We are a values led Firm and are looking for people who embody our values: authenticity, striving for exceptional results, and unity in teamwork to join our award-winning Firm.

The Benefits

We are dedicated to supporting our people and offer a range of benefits, including:

• 33 days annual leave, including bank holidays, increasing with length of service;
• Annual leave purchase scheme (Subject to T&Cs)
• Enhanced family friendly policies and pay for Maternity, Paternity and Adoption;
• Celebration and Volunteer leave;
• Ongoing professional development and progression opportunities;
• Additional long service awards;
• Subsidised tuck shops;
• Staff discount on Firm services;
• Health care benefits (Health Cash Back Plan and Mental Health Counselling Services);
• BUPA (Solicitor positions only, for self, not dependents);
• Retail and gym membership discounts;
• Recruitment and legal department referrals (Subject to T&Cs);
• Annual Events;

Forbes is an equal opportunities and disability-confident employer, accredited by Investors in People and ISO 9001 quality management systems. We are committed to equal opportunities in employment, service provision, and supplier engagement, and strive to maintain a workforce that reflects the local community.