Job Description

Referral Advisor – Conveyancing Sales

St Ives

At Simplify, we’re proud to be the UK’s leading conveyancing and property services group, helping home movers feel supported and confident at every stage of their journey. Behind every successful case is strong collaboration — and our Referral Advisors play a vital role in making that happen.

We’re looking for a Referral Advisor to support our conveyancing sales operation by managing inbound referrals, working closely with business development and sales teams, and ensuring every opportunity is handled accurately, efficiently, and within agreed service levels.

This is a highly organised, relationship‑focused role ideal for someone who enjoys working in a fast‑paced, service‑driven environment.

The Role

As a Referral Advisor, you’ll be a key point of contact for internal stakeholders and, at times, external referral partners. You’ll be responsible for ensuring referred opportunities are complete, prioritised correctly, and allocated to the appropriate sales teams — enabling a smooth and effective customer onboarding experience.

Your work will directly support business growth while ensuring referral partners receive a professional, reliable, and positive experience.

What You’ll Be Doing

• Working closely with the Conveyancing Sales and Business Development teams to allocate IDAML opportunities accurately and in a timely manner
• Ensuring all referred leads are reviewed, processed, and passed to sales teams within agreed service levels
• Acting as a point of contact for Business Development colleagues and, where appropriate, external referrers
• Managing the end‑to‑end referral process, ensuring all required information and documentation is obtained
• Maintaining accurate, well‑organised records across internal systems
• Providing regular updates to referral sources on the progress of referred cases
• Supporting internal conveyancing teams to ensure referred clients receive a high‑quality, seamless service
• Collaborating with internal departments to resolve referral‑related issues efficiently
• Undertaking additional duties in line with the role, as requested by your line manager

What We’re Looking For

Essential Experience & Knowledge

• Previous administrative experience in a high‑volume, SLA‑driven environment
• Customer service experience with a strong focus on accuracy and quality
• Ability to work effectively within a team environment

Desirable Experience

• Knowledge of the UK property or conveyancing process
• Experience managing or allocating external leads
• Experience working with multiple internal or external stakeholders

Skills & Competencies

You’ll succeed in this role if you have:

• Excellent communication and interpersonal skills
• A natural ability to build and maintain strong working relationships
• A customer‑focused approach, delivering a positive experience for referral partners
• Strong organisational skills with the ability to manage multiple referral routes
• A collaborative mindset, working well with colleagues across departments
• Adaptability and resilience in a fast‑paced sales environment
• Problem‑solving skills to confidently address referral‑related issues

Qualifications

Essential

• Educated to a good standard in Maths and English
• Confident using Microsoft Office

Why Join Simplify?

Based in St Ives, the office offers excellent transport links and free parking. You’ll be part of a supportive, inclusive organisation where collaboration and development are genuinely valued.

Our benefits include:

• Competitive salary
• 25 days holiday + 8 public holidays
• Option to buy or sell additional holiday
• Pension scheme & life assurance
• Enhanced family‑friendly policies
• Employee Assistance Programme
• Retail discounts
• Free conveyancing services for your own move
• A culture that values accuracy, teamwork, and continuous improvement