New Business & Client Intake Executive

Job title:                            New Business & Client Intake Executive

Location:                           Farringdon, London

Reports to:                        Head of Marketing & Business Development

WHO WE ARE

Francis Wilks & Jones is a modern, ambitious law firm always on the look-out for talented individuals to join our team.

We are recognised industry experts across a number of legal areas including, commercial litigation, corporate restructuring and insolvency, specialist director advice (both pre and post commencement of proceedings), shareholder disputes, tax disputes and debt recovery work.

We are constantly looking to develop our technology to support delivery of our services and support individuals with innovative ideas.  

Many of our solicitors previously worked at national and international law firms but have chosen to join us to work with our great team and longstanding clients. They enjoy working in a forward looking firm where collaboration and ideas are encouraged and also emphasises on a healthy work-life balance.

ROLE OVERVIEW

We are seeking a commercially minded and client focused professional to take ownership of the firm’s new enquiry and client intake function. This is a pivotal role within Francis Wilks & Jones, acting as the first point of contact for prospective clients and playing a central part in converting high quality inbound enquiries into new instructions.

The successful candidate will manage the full lifecycle of new enquiries, from initial contact through to onboarding, ensuring a responsive, professional and reassuring experience for clients who are often dealing with complex and time sensitive legal issues. The role requires a confident communicator with a strong telephone manner, capable of building trust quickly while gathering key information and assessing the nature and urgency of each enquiry.

Working closely with fee earners and the Head of Marketing and Business Development, you will take responsibility for ensuring that all enquiries are progressed efficiently, followed up appropriately and converted wherever possible. You will also play a key role in refining and improving the firm’s intake processes, using CRM data and performance insights to support continuous improvement in response times, conversion rates and overall client experience.

This is an excellent opportunity for an individual who enjoys working at the intersection of client service and business development, and who is motivated by contributing directly to the growth of the firm through effective handling and conversion of new business opportunities.

Principal Tasks and Responsibilities:

1.      Managing and converting inbound enquiries, acting as the first point of contact for all new enquiries, responding promptly, building rapport and progressing matters through to instruction.

2.      Assessing the nature, urgency and suitability of incoming enquiries, identifying high priority matters and ensuring these are escalated and progressed without delay.

3.      Owning the client onboarding process, ensuring new clients experience a smooth, professional and efficient journey from initial enquiry through to formal engagement.

4.      Managing the enquiry pipeline and supporting fee earners with follow up, ensuring all opportunities are progressed in a timely manner and no enquiries are lost.

5.      Tracking and reporting on work referrals inbound and outbound, supporting the development of key referral relationships.

6.      Managing the file closing process, gathering client feedback and identifying opportunities for repeat instructions and referrals.

7.      Working with the Head of Marketing and Business Development to develop and refine the client development and enquiry handling process, identifying opportunities to improve efficiency, client experience and conversion rates.

Remuneration and Benefits

Salary:

£30,000 - £35,000 per annum pro rata plus discretionary bonus scheme based on firm’s performance

Hours:

Core office hours will be 09:00 to 17:30. 3 days a week in the office

Benefits:

Annual Leave                    25 days paid annual leave per annum pro-rata

Critical Illness cover       Automatic enrolment in the Firm’s scheme on commencement of employment providing a lump sum of up to 1 x annual salary should an illness be contracted that prevents the Employee from working long term (Max. age 64)

Income protection:        Automatic enrolment in the Firm’s scheme on commencement of employment providing an income of 75% of salary less Employment Support Allowance & Work Related Activity Component should the Employee be unable to work for more than 13 weeks (Max. age 64)

Life Assurance:                Automatic enrolment in the Firm’s scheme on commencement of employment providing a lump sum of 4 x annual salary in the event of death whilst employed (Max. age 64).

Private Health Cover: Entitlement to join the Firm’s scheme after completion of the Probationary Period.

Pension Scheme:            Automatic enrolment in the firms pension scheme. 

Bonus Scheme:                Automatic entitlement to the firms discretionary bonus scheme