Estate Planning Advisor

5 Days Old

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. 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 in...
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Location:
Manchester
Job Type:
FullTime
Category:
Real Estate

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