Job Description

Location:

Southampton (Office-based for 6-month probation, then hybrid)

Salary:

24,600 + Commission

Job Type:

Full-time, Permanent

About John Charcol

Established in 1974, John Charcol is one of the UK's longest-standing mortgage brokerages, offering whole-of-market advice to clients across the country. With a focus on more complex and high-value cases, we pride ourselves on delivering personalised service and expert support throughout the entire mortgage and conveyancing process.

We are now looking for a confident, client-focused Legal Services Onboarding Specialist to join our team in Southampton. This is a full-time employed role with a competitive base salary, commission opportunities, and a hybrid working model after probation.

The Role

As a Legal Services Onboarding Specialist, your role will be to convert issued quotes into confirmed legal instructions by engaging with prospective clients, understanding their legal needs, answering queries and guiding them through the onboarding journey. You'll play a key part in helping clients feel supported and confident in their decision-making process, while ensuring all records and systems are accurately maintained.

You will also be responsible for liaising with our advisers and wider team to optimise the onboarding experience and contribute to the growth of our legal services pipeline.

Key Responsibilities

Follow up proactively on legal services quotes to convert them into confirmed instructions Manage and prioritise the JC Legal pipeline using our in-house CRM Guide new clients through the onboarding process and resolve queries efficiently Support advisers with legal case queries and updates Collaborate with other departments to improve the client experience and sales strategy Ensure clear and accurate communication, both written and verbal

What We're Looking For

Minimum of 1 year's experience in mortgage or conveyancing administration Previous sales experience or the ability to demonstrate strong influencing and conversion skills Excellent verbal and written communication High attention to detail and strong record-keeping skills Comfortable working to KPIs and managing multiple client relationships A proactive, solution-focused approach IT confident, with experience using CRM systems or similar tools

What You'll Get

24,600 base salary Commission based on performance Office-based for the first 6 months, then hybrid working Opportunity to join a respected and supportive national brand Training and support to grow within the role and company A collaborative team environment with a strong focus on client service and quality
If you are passionate about helping clients, confident in managing relationships, and motivated by success, we'd love to hear from you. Apply now with your CV and a brief cover note explaining why you'd be a great fit for the role.

Job Type: Full-time

Pay: From 24,600.00 per year

Additional pay:

Commission pay
Benefits:

Casual dress Company events Company pension On-site parking
Application question(s):

Do you have at least 1 year of mortgage/conveyancing admin experience?
Work Location: In person

Reference ID: jcleg