Conveyancing - New Business team member

New Business Executive - Conveyancing

Location: Bolton

Salary: £24,000

Reports to: Head of Operations / Managing Partner

Type: Full-time, Permanent

Role Purpose

The role focuses on driving new client acquisition, strengthening referral relationships, and ensuring a seamless onboarding experience for individuals and partners engaging the firm for residential or commercial conveyancing services. The New Business Executive acts as the first point of contact, converting enquiries into instructions through professionalism, clarity, and exceptional service.

Key Responsibilities

• Lead Conversion & Client Onboarding - Respond to inbound enquiries (phone, email, online portals), qualify leads, provide clear fee estimates, and convert prospects into active clients.
• Relationship Management - Build and maintain strong relationships with estate agents, mortgage brokers, developers, and other referral partners to generate consistent new business.
• Pipeline Management - Track all new enquiries, follow up proactively, and maintain accurate records within the firm's CRM/case management system.
• Service Presentation - Clearly explain the conveyancing process, timelines, requirements, and firm value proposition to prospective clients.
• Market Awareness - Monitor local property market trends, competitor pricing, and referral opportunities to support strategic growth.
• Collaboration with Legal Teams - Work closely with conveyancers to ensure smooth handover of new files, accurate information capture, and high-quality client experience.
• Performance Reporting - Produce weekly/monthly reports on enquiry volumes, conversion rates, referral activity, and revenue generated.
• Brand Representation - Attend networking events, community engagements, and partner meetings to promote the firm's services.

Skills & Experience

• Experience in conveyancing, property services, or legal-sector sales is highly desirable.
• Strong communication skills with the ability to explain legal processes in a clear, client-friendly way.
• Proven track record in sales, lead conversion, or business development.
• Confident building relationships with external partners and internal teams.
• Highly organised, with strong attention to detail and the ability to manage multiple enquiries simultaneously.
• Comfortable using CRM or case management systems.
• Professional, trustworthy, and aligned with the firm's commitment to client care and compliance.

Personal Attributes

• Proactive and commercially minded.
• Warm, confident communicator who builds rapport quickly.
• Resilient, target-driven, and motivated by growth.
• Calm under pressure, especially during high-volume periods.
• Ethical and respectful of the regulatory environment of legal services.

What Success Looks Like

• High enquiry-to-instruction conversion rate.
• Strong, reliable referral network generating consistent new business.
• Positive client feedback at the onboarding stage.
• Accurate, timely reporting and smooth handovers to legal teams.
• Contribution to the firm's revenue growth and market presence.