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Did you make your Will with Howlett Clarke or Speakman & Co Solicitors?

There’s absolutely nothing to worry about please get in touch with us here at Right Legal Group. Howlett Clarke or Speakman & Co Solicitors are no longer in business and so we have taken over the care of your Will and we’ve got some really important information for you.

We have several advisors in your local area who can meet with you to discuss your Will and any questions you might have so please do get in touch with us:

Howlett Clarke customers Please call - Tom on 01273 121 840.

Speakman & Co Solicitors customers Please call - Andrew on 01332 321 572.

Simpsons Operations Account Executive

Reporting to

Simpsons Operations Manager (interim to Operations Director)

Purpose of Simpsons Operations:

To make sure operationally all processes within the various Simpsons models are clearly defined, efficient and fully adhered to in order to maximise their full potential. An independent review of delivery of the Simpsons model to its maximum, aiding overall Partner Network improvements and assisting the Head of Simpsons deliver maximum revenue.

Purpose of the Job:

Create the correct operational environment for Simpsons to achieve fully the successful application of the model, including detailed independent review of Simpsons delivery to maximise opportunities and enable the Partner Network to benefit from the model office.

Main Duties and Responsibilities

  • Working with the rest of the business to deliver its core purpose and cultural values, driving the same thinking throughout the RLG network
  • Positively drive Simpsons revenue via policy, procedure and continual improvement
    • Connecting ALL teams, stakeholders and processes to maximise profit per customer & overall revenue
  • Guardians of every process element of the rightwill model, ensuring that all Simpsons share in the vision, are empowered and following the model, breaches escalated and resolutions successfully completed
  • Regular review to drive effective Steady State adoption making sure it is implemented and exceeded within Simpsons, maximising all opportunities & following the process
  • Manuals are created, maintained and/or continually developed alongside Partner Operations and Simpsons, including;
    • RW Manual, tailored to Simpsons
    • Simpsons operating manual
    • Simpsons employment manual
    • Others as required
  • Overall QA Design and implementation for Simpsons leading to best practice
  • Model Office, continual improvement through design and implementation to refine services
    • Owned
    • Franchised
    • Turn key
  • Observations are maintained to ensure that standards are upheld and improved
  • Creation and delivery of Operational training ad-hoc
  • Effective and 100% usage of CRM (Concerto) within Simpsons and rollout to new and existing Simpsons
  • Subject matter expert of Concerto for Simpsons and continuous improvement, development testing and rollout through client centric design
  • Creating and maintaining management information for internal and external stakeholders
    • Providing Head of Simpsons required KPI output/solutions to maximise opportunities
  • The Simpsons/RLG ‘Glue’
    • Create best process with helicopter view and stakeholders input
    • Deliver operational process change via key stakeholders
  • Sharing and agreeing implementation of best practices from across the network by working closely with Simpsons/Partner Operations
  • Where required assisting with visits, launches and ad-hoc activities as required by business
  • General operational support and supporting all aspects of Operations Division
  • Carrying out regular file checks for advisors within the Simpsons network, and providing a report to key internal and external stakeholders.
  • Carrying out varied checks/reports i.e. diaries and processes, elevating solutions

Key Competencies

  • Excellent attention to detail
  • Self-Motivated
  • Excellent organisational skills
  • Intermediate user of MS Outlook, Word, Excel & PowerPoint
  • Effective listening and communication skills including written, oral and presentation
  • Good time management & able to work to tight deadlines
  • Good teamwork skills
  • Good negotiation skills
  • Excellent analytical and problem solving skills
  • Previous experience of managing internal/external stakeholders is essential at all levels
  • Ability to successfully work as part of a team to create innovative business results
  • Ability to work under own initiative
  • Change management experience
  • Detailed Concerto knowledge desirable