Sales Administrator Apprentice
Goodwills Legal Services Limited have over 20 years of experience providing trusted estate planning services across England and Wales. They work directly with clients and alongside financial advisers, mortgage brokers, and estate planning professionals to deliver tailored advice and professionally drafted legal documents.
Their experienced team is committed to clear, personalised guidance, never a one-size-fits-all approach. With fully insured services, high ethical standards, and access to a wider range of legal services through their sister company, Premier Solicitors, they provide reliable, cost-effective estate planning solutions with complete peace of mind.
The successful candidate will play an important role in supporting both consultants and clients throughout the estate planning process, ensuring that every client receives a high standard of service from their initial enquiry through to the completion of their case.
The role involves providing administrative support to the Sales Team, responding to client enquiries by telephone, email, and online, and preparing client documentation, correspondence, and new instructions for processing. Maintaining accurate client records and updating information within the company's CRM system, including matching client payments, will also form a key part of the role.
Working closely with clients and colleagues across different departments, the Sales Administrator will help ensure that cases progress smoothly by monitoring outstanding documentation, following up with clients when required, and assisting with the efficient processing of work. Additional responsibilities include producing reports, supporting sales and processing performance monitoring, completing administrative tasks accurately while following company procedures and compliance requirements, and providing general administrative support to the wider business.
The role also involves working alongside senior management to help introduce and improve business processes where needed, as well as ensuring that marketing, sales, and training materials are well organised and maintained. As the company continues to grow, this position offers genuine opportunities for career progression, with the potential to develop into either the Sales Team or the Legal Team, depending on individual performance, skills, and the needs of the business.
Training:
Level 3 Business Administration Level 2 Functional Skills English and maths
Training Outcome:
On successful completion of the apprenticeship, the successful candidate will have the opportunity to progress within the company both in terms of position and pay, this includes joining other departments within the firm. Additionally, the successful candidate could undertake further qualifications.
Employer Description:
Goodwills Legal Services Ltd is a small but growing firm based in the centre of Bedford, assisting clients with private client and estate planning law.
Working Hours :
Monday to Friday, 9:00am to 5:30pm (1 hour unpaid lunch break).
Skills:
Dependable,Good People Skills,IT skills,Punctual