Estate Planning Advisor
Customer Estate Planning Advisor (Call Service Representative) Pay Rate: 12.60 per hour (weekly pay)Contract Length: 6 monthsStart Date: 24th November 2025Location: 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 teamEn
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