Fidler & Pepper

About the role
Final Duties is a growing specialist probate service owned by Fidler &amp; Pepper Lawyers, a long-established legal business.
We are looking for an experienced Advisor to join us at an early stage of that growth. You will work alongside our existing team, helping us respond to more enquiries, improve the client journey and build a function that can grow with the business.
This is not an everyday client care and sales role as most of the people you speak to will have recently lost someone and may be overwhelmed by what they need to do next. You will need to listen properly, explain things clearly and help them choose the service that is genuinely right for their circumstances.
You must be commercially confident, but never pushy.
What you will do
Initially, you will:
<ul>
<li>Respond to new enquiries by telephone and email.</li>
<li>Manage quotes, follow-up and outstanding actions.</li>
<li>Keep accurate records within HubSpot.</li>
<li>Make sure clients receive a prompt and supportive service.</li>
<li>Learn our Grant Only and Full Administration services.</li>
<li>Work closely with our existing FD &amp; Probate teams.</li>
</ul>
As your knowledge and confidence grow, you will:
<ul>
<li>Conduct initial client consultations.</li>
<li>Understand the estate and identify the appropriate service.</li>
<li>Explain options and fees clearly.</li>
<li>Manage Grant Only quotes from enquiry through to instruction.</li>
<li>Qualify and progress Full Administration opportunities for the closing call.</li>
<li>Help improve our scripts, systems and advisory process.</li>
</ul>
All enquiries are inbound. This is not a cold-calling role.
About you
You will have:
<ul>
<li>A strong record in telephone-based, consultative or advisory sales, normally gained over at least one to two years.</li>
<li>The ability to build trust quickly and handle sensitive conversations with empathy.</li>
<li>Good judgement and the confidence to recommend the right option for the client.</li>
<li>Strong follow-up and organisational skills.</li>
<li>Experience working towards conversion or revenue targets.</li>
<li>Confidence using CRM systems and managing several active enquiries.</li>
<li>The resilience to deal with grief, emotion and occasionally difficult conversations.</li>
</ul>
Experience in probate, bereavement services, legal services or supporting vulnerable customers would be beneficial, but it is not essential. Full probate training will be provided.
What we offer
<ul>
<li>A strong base salary and non contractual bonus scheme</li>
<li>A structured three-month training and ramp-up period.</li>
<li>Warm inbound enquiries rather than cold calling.</li>
<li>Hybrid and flexible working options available</li>
<li>35 hour working week</li>
<li>The backing and stability of a long-established legal business.</li>
<li>Genuine opportunity to progress as Final Duties grows.</li>
</ul>
Following your initial three-month getting to know each other period, were happy to have conversations about working flexibly. This could include adjusting your working hours to better suit both you and our clients for example, working later on some days to speak with clients who may find it easier to take calls outside standard office hours.
Were open to discussing arrangements that provide greater flexibility while ensuring we continue to deliver a great service to our clients.
Inclusion matters
At Fidler &amp; Pepper, diversity and inclusion are at the heart of everything we do. We celebrate individuality, support personal growth, and create an environment where everyone can bring their best self to work.

Probate Client Care & Sales Advisor

Probate Client Care & Sales Advisor

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