Estate Planning Advisor (Call Service Representative)

Rullion Managed Services; Sheffield; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A recruitment company is seeking a Customer Estate Planning Advisor in Sheffield to handle client calls with empathy and professionalism. This role offers hands-on experience with ongoing training in a legal environment, focusing on customer service and sales skills. Ideal candidates have experience in customer-facing roles and strong communication abilities. The position offers a pay rate of £12.60 per hour and a contract length of 6 months.

Qualifications

• 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.
• Flexibility and adaptability in a fast-paced environment.

Responsibilities

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

Skills

Customer-facing experience

Strong communication skills

Good IT skills

Flexibility and adaptability

Tools

Microsoft Office (Word, Excel, Outlook)

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.

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

Qualifications

• 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.