Sales Administrator Apprentice

About the role

🚀 Sales Administrator - Join Our Growing Estate Planning Team! 🚀

Goodwills Legal Services Limited is a well-established firm with over 20 years of experience providing expert estate planning solutions across England and Wales. We're dedicated to delivering clear, personalized advice to our clients and partnering with financial advisers, mortgage brokers, and estate planning professionals. Our experienced team believes in a bespoke approach, never a one-size-fits-all solution. With fully insured services, top ethical standards, and access to a broad spectrum of legal services through our sister company, Premier Solicitors, we offer dependable, cost-effective peace of mind. 🌟

We're on the lookout for a motivated and organized individual to join our team as a Sales Administrator. This is a fantastic opportunity to play a key role in supporting both our consultants and clients throughout their estate planning journey, ensuring an exceptional client experience from their first contact to the final case completion. 🤝

What You'll Be Doing:

• Providing crucial administrative support to our Sales Team. 📊
• Handling client inquiries via phone, email, and online channels. 📱📧
• Preparing essential client documentation, correspondence, and new instructions. ✍️
• Maintaining accurate client records and updating our CRM system, including payment reconciliation. 💻💰
• Collaborating with clients and colleagues across departments to ensure smooth case progression.
• Monitoring outstanding documentation and following up with clients as needed. 📞
• Assisting with the efficient processing of work. ✅
• Producing reports and supporting sales and processing performance monitoring. 📈
• Completing administrative tasks accurately, adhering to company procedures and compliance. 💯
• Providing general administrative support to the wider business.
• Working with senior management to help implement and improve business processes. 💡
• Organizing and maintaining marketing, sales, and training materials. 📂

Why You'll Love It Here:

As Goodwills Legal Services continues to grow, this position offers genuine opportunities for career progression! ⬆️ You'll have the potential to develop your skills and experience, with the possibility of moving into either our Sales Team or our Legal Team, based on your performance, skills, and the needs of the business. 🚀

If you're ready to kick-start your career in a dynamic and supportive environment, we want to hear from you! Apply now! 🎉

Key responsibilities

• Provide administrative support to the Sales Team
• Respond to client enquiries via telephone, email, and online
• Prepare client documentation, correspondence, and new instructions for processing
• Maintain accurate client records and update information within the company's CRM system
• Monitor outstanding documentation and follow up with clients

Entry requirements

GCSE in: (Maths (grade 4), English (grade 4))