Legal Onboarding Executive

Overview

Location : Altrincham

Department : Real Estate

Employment Type : Full-time

Reports To : Welcome Team Manager

Salary : £25,000

About the Opportunity

We are recruiting on behalf of a well-established firm within the property and legal sector that is seeking a Legal Onboarding Executive to join its busy Real Estate team. This role plays a key part in ensuring new clients are welcomed professionally, onboarded efficiently, and supported throughout the early stages of their conveyancing journey.

You will be the first point of contact for clients, guiding them through initial queries, preparing accurate quotes, handling documentation, and ensuring each file is opened correctly and passed on to the appropriate case handler. This is an excellent opportunity for someone who enjoys client interaction, has strong organisational skills, and thrives in a process-driven environment.

Key Responsibilities

Client Engagement & Quoting

Act as the primary point of contact for new clients, offering a friendly, professional service

Understand client needs over the phone and provide accurate, detailed quotes

Proactively follow up on new leads to maximise conversion and support business growth

Case Management

Set up new conveyancing files, ensuring all client details are correct and assigned to the appropriate fee earner

Use case management software effectively to streamline form completion and minimise errors

Report system issues or improvement ideas to the Welcome Team Manager to enhance productivity

Relationship Building

Work closely with the conveyancing team to understand workloads and allocate new files appropriately

Assign files fairly based on capacity and expertise

Ensure individual fee earner requirements are met and seek clarification where needed

Call Management

Support reception by handling incoming calls and managing enquiry queues

Assess client needs and transfer calls to the appropriate fee earner

Provide basic file updates when information is available on the case management system

Quality & Compliance

Adhere to SRA standards, data protection requirements, and firm policies

Maintain high levels of confidentiality and accuracy across all documentation

Required Skills & Experience

Strong written English, spelling, and grammar

Fast, accurate typing and excellent document formatting skills

Confident using MS Office (Word, Excel, Outlook) and PDF tools

Highly organised, reliable, and able to manage multiple deadlines

Professional communication skills and a client-focused mindset

Willingness to learn and develop

Knowledge of the conveyancing process is desirable but not essential

Performance Expectations

High accuracy and timely completion of documents

Positive compliance audits and correct handling of KYC / engagement paperwork

Reliable productivity and consistent task management

Strong service delivery with positive feedback from clients and colleagues

Continued development and increased autonomy over time

If you enjoy working directly with clients, thrive in structured processes, and want to be part of a supportive legal team, we would love to hear from you. Apply today to be considered for this opportunity. Get in touch with the team on 02085497212 or submit your CV using the link below

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