Estate Planning Advisor

Rullion Managed Services; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A recruitment company is seeking a Customer Estate Planning Advisor to join their team, located in Bristol or Sheffield City Centre. This role involves handling customer inquiries and providing tailored solutions with empathy and professionalism. Ideal candidates will possess strong communication skills and a customer-focused approach. Opportunities for professional development in a legal environment are available, along with ongoing training to enhance skills in sales and customer service. Pay is £12.60 per hour with a 6-month contract.

Qualifications

• Experience in a customer-facing role.
• 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.

Responsibilities

• Handle inbound and outbound calls to customers.
• Accurately record customer queries and details.
• Explain available services to clients in an understandable way.
• Offer tailored solutions based on customer needs.
• Engage with local community groups for advice clinics.

Skills

Customer-facing experience

Strong communication skills

Good general IT skills

Flexibility and adaptability

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 clinicsThis 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 :

This contract vacancy is being advertised by Rullion Ltd

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; from small start‑ups to large household names.

We celebrate and support diversity and are committed to ensuring equal opportunities for both employees and applicants.