Estate Planning Advisor

Job DescriptionCustomer Estate Planning Advisor (Call Service Representative)Pay Rate: £12.60 per hour (weekly pay)Contract Length: 6 monthsStart Date: ASAPLocation: Bristol or Sheffield City CentreBackground Checks: DBS and Basic Credit Check RequiredWe 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 doHandle inbound calls and make outbound calls to customers who have enquired about the servicesAccurately record customer queries and details, updating internal systemsClearly explain available services to clients in an understandable and supportive wayOffer tailored solutions based on individual customer needsCarry out a range of ad-hoc tasks to support the wider teamEngage with local community groups to explore opportunities for free advice information clinicsResearch and identify new community groups that may benefit from hosting free advice clinicsThis role would suit people who haveExperience in a customer-facing roleThe ability to work to performance and productivity targetsStrong communication skills, both written and over the phoneGood general IT skills, including confidence with Microsoft Office (Word, Excel, Outlook)Flexibility and adaptability in a fast-paced environmentCompany information:This contract vacancy is being advertised by Rullion LtdSince 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. Rullion celebrates and supports diversity and is committed to ensuring equal opportunities for both employees and applicants.JBRP1_UKTJ