New Business Development Advisor

We are seeking a courteous and conscientious individual to join our New Business team, helping to guide our clients through the onboarding process at the beginning of every legal journey.

The ideal candidate should be personable with an unerring eye for detail; previous experience in compliance and / or client onboarding would be advantageous, and familiarity with due diligence requirements is essential.  You will join a busy team of three and report into the Compliance Officer.

As a New Business Development Advisor, you will interact with clients from all financial backgrounds and across all legal fields.  You will be responsible for contacting clients to arrange identity and financial checks, meeting the clients both virtually and in person, and processing the checks through to completion.  You will work closely with our Compliance team to identify any concerns and must be confident yet discreet in investigating these concerns with the client.  Yours will be the earliest hands-on experience that our clients have, so we are looking for candidates who can be an ambassador for Phillips Law, remaining calm, warm and friendly whilst analysing sensitive personal data on a daily basis.

About Phillips Law

Phillips Law is a leading Hampshire law firm, bringing together talented people to achieve exceptional outcomes for our clients.  We were awarded the Law Society “Medium Law Firm of the Year” in 2021, and Hampshire Law Society “Firm of the Year” and “Lawyer of the Year” in 2022, and “Professional Services Firm of the Year” in 2023.  Our mission is to deliver the strongest and most personalised client / lawyer relationship that a law firm can provide.

With a track record for excellence spanning over 30 years, we are highly recommended by The Legal 500 and continue to grow, attracting the brightest talent and a loyal client following who consider us a partner to their businesses and personal lives.  We provide insight and practical advice across a wide range of legal services.

As an employer, Phillips Law is dedicated to attracting the highest calibre of people at all levels.  We offer plenty of scope to work on high-quality legal matters, within a friendly and supportive firm.  Our culture is one of continuous growth and development, not only in terms of the service we offer our clients but also in the opportunities we offer our team.

Specific Duties and Responsibilities include:

• Responsible for generating and processing due diligence checks on all new clients, including identity checks, financial / source of wealth checks, and those relating to adverse media and exposed persons.
• Extensive client liaison, both in person and via phone and email, to arrange checks and to investigate any concerns raised.
• Opening new client files within our Case Management System.
• Reporting all ‘flagged’ checks to our Compliance team and working with them to maintain risk registers.
• Providing back-up support for the main enquiries phoneline.

Skills, Qualification and Experience Requirements:

• Minimum of two years’ prior experience of performing due diligence checks, although not necessarily within the legal field.
• Confident in the use of MS Office, especially Outlook, Word and Excel, and Case Management Systems (training on our in-house system will be provided).
• Clearsighted and able to make informed judgements.
• Strong communication skills.
• Strong organisational skills, with the ability to prioritise tasks.
• Confidence to be assertive yet courteous when necessary.
• Flexible and a team player.

Experience of supervising / managing a small team would also be of interest to us, and a high salary may be offered for the right candidate with this experience.

This role may be offered initially as a 6 month contract dependent on the candidate.

The base compensation per annum is contingent upon proven experience.  In addition, Phillips Law offers a performance-related bonus and other benefits.

How to Apply:

Please send your CV and a covering letter to David Robinson, Managing Director.  [email protected]