Onboarding / New Business Executive

Real Recruitment Solutions; Bournemouth; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading business solutions provider in Bournemouth is seeking an onboarding/business executive to act as the main point of contact for new business enquiries. The ideal candidate will have a proactive approach to client interaction, strong communication skills, and relevant qualifications. This role offers excellent opportunities for career progression in a fast-paced environment.

Benefits

33 days holiday

Contributory pension scheme

Annual salary reviews

Occupational sick pay

Employee assistance programme

Discounts on legal services

Qualifications

• GCSE (or equivalent) Maths and English minimum.
• Business, sales, or customer service qualification at NVQ Level 3 is an advantage.
• Property-related qualification is a distinct advantage.

Responsibilities

• Provide quotations and take instructions for new work.
• Develop new and maintain existing relationships with clients.
• Work closely with Legal Assistants to maintain client experience.
• Proactively seek ways to enhance the client experience.

Skills

IT literacy

Sales skills

Communication

Attention to detail

Time management

Education

GCSE Maths and English

Business qualification NVQ Level 3

Tools

MS Office

Electronic case management systems

Job description

Overview

The Role: A fast-paced and exciting role acting as the main point of contact for all new business enquiries to the team. Actively promoting the work of the department and continually generating new business. This position is ideal for a proactive onboarding/business executive looking to make a tangible impact.

Benefits

• 33 days holiday (including bank holidays, pro-rata for part-time staff)
• Contributory pension scheme with Royal London for eligible staff
• Annual salary reviews and promotion panels
• Occupational sick pay from day one, plus assessed Income Protection benefits for longer-term absences
• Free Specsavers eye tests and vouchers towards lenses for display screen equipment
• Employee assistance programme including counselling, 24/7 online GP services and wellbeing support
• Paid compassionate leave
• Access to the BUPA Menopause Plan under our menopause policy
• Discounts on legal services
• Paid professional memberships
• Active Social Committee organising annual events and activities

Duties

• As an onboarding/business executive, you will provide quotations and take instructions for new work, working closely with the Head of Department to allocate tasks and ensure effective on-boarding of new clients.
• You will develop new and build upon existing relationships with local Estate Agents and other third parties, open new files in line with statutory and internal procedures, and maintain all case files to a high standard in accordance with SRA requirements, Law Society protocols, internal procedures, and the LEXCEL quality mark.
• You will work closely with Legal Assistants to maintain a positive client experience, support cases under supervision, monitor client satisfaction, handle file closing procedures, and provide high-quality administrative support.
• You will also proactively seek ways to enhance the client experience.
• This is a fantastic opportunity for a motivated onboarding/business executive who enjoys client interaction and thrives in a fast-paced environment. The successful candidate will join a dynamic team where a business executive is central to generating new business and maintaining strong client relationships.
• We are seeking a proactive onboarding/business executive capable of contributing immediately to the team's success. If you are an organised, ambitious, and results-driven professional, this onboarding/business executive role offers excellent opportunities for career progression.

Qualifications

• GCSE (or equivalent) Maths and English minimum
• Business, sales, or customer service qualification at NVQ Level 3 or equivalent is an advantage
• Property-related qualification is a distinct advantage

Knowledge, Skills & Experience

• General understanding of the law and procedures in relation to conveyancing
• High degree of IT literacy, particularly MS Office, and ideally experience using electronic case management systems
• Knowledge of the local property market is an advantage
• Flexible and motivated, with enthusiasm, commitment, and ability
• Sales skills, with the ability to attract new business
• Confident communicator with excellent interpersonal and negotiation skills
• Commercial awareness
• Resilient and highly organised in a busy working environment
• Ability to work independently with minimal supervision
• Strong team player supporting colleagues and team objectives
• Attention to detail and effective time management
• Previous sales or new business development experience
• Experience within an Estate Agency, Property Management organisation, or similar is a distinct advantage
• Proven administrative experience