Estate Planning Advisor

Rullion; Sheffield; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking motivated Customer Estate Planning Advisors to join their expanding advisory team in Sheffield. In this role, you will handle customer calls with professionalism, providing solutions and support. You’ll benefit from training in a legal context, enhancing your skills for career advancement in law or sales. This position requires strong communication and IT skills, with a flexible approach in a team-oriented environment. Competitive pay at £12.60 per hour, with a contract length of 6 months.

Qualifications

• Experience in a customer-facing role.
• Ability to work to performance and productivity targets.
• Good general IT skills, including confidence with Microsoft Office.

Responsibilities

• Handle inbound and outbound calls to customers.
• Record customer queries and update internal systems.
• Explain available services clearly to clients.
• Offer tailored solutions based on customer needs.
• Support the wider team with ad-hoc tasks.

Skills

Customer service experience

Strong communication skills

IT skills (Microsoft Office)

Flexibility in a fast-paced environment

Job description

Customer Estate Planning Advisor (Call Service Representative)

Pay Rate: £12.60 per hour (weekly pay)

Contract Length: 6 months

Start Date: ASAP

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:

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.