New Business Team Leader | New Role!

TSR-Legal; Cardiff; On-site; GBP 30,000 - 45,000; Full time

Job summary

A dynamic opportunity at a leading company for a New Business Team Leader to oversee a high-performing client onboarding team within Residential Conveyancing. This role focuses on achieving sales targets and service excellence through effective leadership and collaboration across departments. The successful candidate will utilize their proven sales experience and analytical skills to drive team performance and client satisfaction.

Benefits

Competitive Salary

Generous Annual Leave (23 days + bank holidays)

Annual Leave Purchase Scheme

Gym Discounts

Growth & Development Opportunities

Networking & Charity Events

Refer-a-Friend Bonus Scheme

Qualifications

• Proven leadership experience in a team leader or supervisory role.
• Strong analytical skills with the ability to interpret performance data.
• Experience in legal or property services is desirable but not essential.

Responsibilities

• Drive performance of the quoting process to meet conversion targets.
• Lead, support, and motivate the Client Onboarding team and New Business Associate.
• Set clear and measurable KPIs aligned with business goals.

Skills

Leadership

Sales

Communication

Coaching

Analytical Skills

Tools

CRM/CSM Systems

Job description

New Business Team Leader – Residential Conveyancing
Cardiff

An exciting opportunity has arisen for a driven and experienced Team Leader to manage and motivate a high-performing Client Onboarding team within a growing Residential Conveyancing department. This role combines leadership of the onboarding function with oversight of a New Business Associate, with a strong focus on converting initial enquiries into instructions.

You will play a vital part in delivering the department’s sales targets, service standards, and operational KPIs, while championing a culture of performance, collaboration, and client care.

Key Responsibilities:

Sales & Conversion:

• Drive performance of the quoting process to meet and exceed conversion targets.
• Analyse sales and conversion data to identify trends and implement improvements.
• Coach and support the New Business Associate to enhance enquiry handling and sales techniques.
• Provide quotes to prospective clients as needed to help achieve departmental targets.

Client Onboarding & Service Delivery:

• Ensure a smooth, efficient onboarding process that reflects high service standards.
• Continuously improve workflows and procedures to increase instruction rates and client satisfaction.
• Monitor onboarding productivity and assist with file opening to maintain service levels.

Team Leadership & Development:

• Lead, support and motivate the Client Onboarding team and New Business Associate.
• Hold regular 1:1s, performance reviews, and team meetings.
• Promote a positive culture of accountability, improvement, and morale.

Performance Management:

• Set clear and measurable KPIs aligned with business goals.
• Track and report team performance metrics to senior management.
• Monitor call quality and provide regular feedback and development opportunities.

Collaboration & Continuous Improvement:

• Work closely with internal departments to ensure a joined-up client journey.
• Provide insight to improve CRM/CSM systems, quoting tools, and marketing materials.
• Represent the team in departmental meetings and contribute to strategic planning.

What We’re Looking For:

• Proven leadership experience in a team leader or supervisory role.
• Sales or quoting experience with a strong record of meeting targets.
• Excellent communication, coaching, and interpersonal skills.
• Commercial awareness and a customer-first mindset.
• Strong analytical skills with the ability to interpret and act on performance data.
• Highly organised and capable of managing competing priorities in a fast-paced environment.
• Experience in legal or property services is desirable but not essential.
• Familiarity with CRM/CSM systems and client onboarding tools is an advantage.
• Strong IT skills and adaptability to new systems.
• Confident, persuasive, and resilient team player.

What You’ll Receive:

• Competitive Salary
• Generous Annual Leave: Starting at 23 days + bank holidays, plus:
  • A personal day
  • Your birthday off
  • A discretionary Christmas break day
• Annual Leave Purchase Scheme: Buy up to 3 extra days each year
• Gym Discounts
• Growth & Development Opportunities
• Milestone Recognition
• Networking & Charity Events
• Refer-a-Friend Bonus Scheme

Please contact Rachel Phillips at TSR Legal or apply directly below:
[e-mail]
02920 388100