Estate Planning Advisor - Customer Care & Legal Training

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

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.