Estate Planning Advisor

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

Job summary

A leading service provider is seeking a Customer Estate Planning Advisor in Sheffield. This role involves handling customer calls and providing tailored advice, with a pay rate of £12.60 per hour. Candidates should have strong communication skills, experience in customer service, and good IT skills. The position offers ongoing training and opportunities for career growth within the legal field. Start date is ASAP, and the contract lasts 6 months.

Qualifications

• Experience in a customer-facing role.
• Ability to work to performance and productivity targets.
• Strong written and verbal communication skills.

Responsibilities

• Handle inbound and outbound calls to customers.
• Accurately record customer queries and update internal systems.
• Explain available services to clients clearly.

Skills

Customer service experience

Strong communication skills

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: 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.

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

Requirements

• 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

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