Estate Planning Advisor

Rullion; Chadderton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment firm is looking for a motivated Customer Estate Planning Advisor to join their team. This role involves handling customer calls, accurately recording queries, and providing tailored solutions. Ideal candidates should have experience in customer service and strong communication skills. This is a full-time position with a pay rate of £12.60 per hour, offering extensive training and potential career growth in a supportive environment.

Qualifications

• Experience in a customer-facing role.
• Ability to work to performance and productivity targets.
• Strong communication skills, both written and over the phone.

Responsibilities

• Handle inbound calls and make outbound calls to customers.
• Accurately record customer queries and details.
• Clearly explain available services to clients.
• Offer tailored solutions based on customer needs.

Skills

Customer service experience

Strong communication skills

Good IT skills

Ability to meet performance targets

Flexibility

Tools

Microsoft Office

Job description

Customer Estate Planning Advisor (Call Service Representative)

Pay Rate: £12.60 per hour (weekly pay)

Contract Length: 6 months

Start Date: 24th November 2025

Location: Bristol or Sheffield City Centre

Background Checks: DBS and Basic Credit Check Required

We are recruiting on behalf of our client for motivated and customer-focused Call Service Representatives to join their expanding Estate Planning Advisory team. As the first point of contact for many of their clients, you'll handle each call with empathy and professionalism, delivering a service the team can be proud of.

Our client is passionate about developing their people. In this role, you'll gain hands‑on experience within a legal environment, benefit from ongoing training, learn about succession planning, and strengthen your customer service and sales skills. Whether you're starting a career in law or simply have a passion for providing great customer service, this role offers the opportunity to grow—whether that's into legal work, sales, or leadership. With continued investment in new technology and services, it’s an exciting time to join.

What you'll do

• Handle inbound calls and make outbound calls to customers who have enquired about the services
• Accurately record customer queries and details, updating internal systems
• Clearly explain available services to clients in an understandable and supportive way
• Offer tailored solutions based on individual customer needs
• Carry out a range of ad‑hoc tasks to support the wider team
• Engage with local community groups to explore opportunities for free advice information clinics
• Research and identify new community groups that may benefit from hosting free advice clinics

This role would suit people who have

• Experience in a customer‑facing role
• The ability to work to performance and productivity targets
• Strong communication skills, both written and over the phone
• Good general IT skills, including confidence with Microsoft Office (Word, Excel, Outlook)
• Flexibility and adaptability in a fast‑paced environment

Company information: Rullion Ltd is a recruitment company. Since 1978, Rullion has been securing exceptional candidates for a range of clients; from large well‑known brands to SMEs and start‑ups. As a family‑owned business, Rullion’s approach is credible and honest, focused on building long‑lasting relationships with both clients and candidates. Rullion is a forward‑thinking recruitment company that specialises in providing a wide range of talent consultancy services to a diverse client base. We celebrate and support diversity and are committed to ensuring equal opportunities for both employees and applicants.