Private Client

6 months ago


Glasgow, United Kingdom Jones Whyte Full time

**Role**:Private Client - Bereavement New Business Coordinator**

**Place of Work**:Glasgow City Centre**

**Contract**:Permanent, Full-time**

**Working Hours**:35 hours a week, Monday-Friday 9am-5pm**

The Private Client department at Jones Whyte continues to grow and we are looking to create, and recruit for, a New Business Coordinator within the Bereavement section of the team.
- Handling enquiries from multiple channels and controlling them through our leads management system
- Talking to families of bereaved clients to understand their requirements
- Liaising with legal professionals
- Running the sales conversion & on-boarding process for clients
- Quoting, selling and advising on products and services
- Taking payments online and over the phone
- Reporting on progress to KPIs
- Obtaining feedback and improving the sales / conversion process

At Jones Whyte, you'll be surrounded by people who will help you achieve your ambitions. You will benefit from the chance to grow and enhance your skills at the heart of our Bereavement team. As we grow, we encourage our employees to grow with us and are continually improving our processes to ensure our employees are supported in all the work that they do.

**Required Attributes and Capabilities**:

- Excellent communicator; able to speak to people in a caring and empathetic manner, and to communicate sensitive information with clients, relatives, or staff on a variety of departmental matters and procedures
- Ability to remain calm in order to deal with often understandably distressed clients
- Natural compassion and the desire to make a difference every day
- Ability to build rapport quickly with others
- Professional, confident & courteous phone manner
- Proactive thinker
- Positive forward-thinking mind-set
- Customer focus
- Results driven
- Excellent team working skills

**Preferred Attributes and Capabilities**:

- An experience or understanding of the estate administration process following a death of a loved one.

**Company Benefits & Perks**
- Competitive Salary
- Company Pension Scheme
- Company Bonus Scheme
- Industry-leading Maternity And Paternity Policies
- Company Referral Scheme
- 23 days holiday plus 8 bank holidays. Closing over Christmas & New Year.
- Holiday Loyalty Scheme: Earn an additional 5 days holiday.
- Buy and Sell up to 3 holiday days each year
- Hybrid Working
- Wellbeing Support
- Annual Company Day out
- Birthday Early Finish


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