Telesales/Appointment Setter

Client Liaison Advisor & Appointment Coordinator (Part-Time)

No Cold Calling | Warm Leads Provided | South Croydon | £13.00-£14.00 per Hour

Location: Selsdon, South Croydon (Office-Based)

Please only apply if you live within a 30-minute commute of the South Croydon area.

Please note: This is a fully office-based position in Selsdon, South Croydon and is not available as a remote or hybrid role.

Available Positions

Position 1

• Monday to Thursday
• 11:00am to 2:00pm
• £13.00 per hour

Position 2

• Monday to Wednesday
• 4:00pm to 7:00pm
• £14.00 per hour

About Us

Due to continued growth, we are seeking two friendly, professional, and motivated Client Liaison Advisors & Appointment Coordinators to join our team.

This is an ideal opportunity for someone who enjoys speaking with people and delivering outstanding customer service. Importantly, there is no cold calling involved . You will be contacting individuals who have already requested information or expressed an interest in our services relating to Wills, Lasting Powers of Attorney, and Estate Planning.

Your role will be to build rapport with prospective clients, answer initial questions, and arrange appointments for our consultants.

Available Positions

Position 1

• Monday to Thursday
• 11:00am to 2:00pm
• £13.00 per hour

Position 2

• Monday to Wednesday
• 4:00pm to 7:00pm
• £14.00 per hour

Key Responsibilities

• Contact prospective clients who have previously enquired about our services.
• Introduce our Will Writing and Estate Planning services in a professional and friendly manner.
• Build trust and rapport with clients while understanding their individual requirements.
• Arrange appointments and manage consultants' diaries efficiently.
• Follow up enquiries generated through marketing campaigns, referrals, and website enquiries.
• Accurately maintain client records and update CRM systems.
• Answer general questions relating to our services.
• Ensure all client information is handled professionally and confidentially.
• Work towards appointment-setting targets and service standards.
• Liaise with consultants and colleagues to ensure an excellent customer experience throughout the client journey.

About You

The ideal candidate will:

• Have excellent communication and listening skills.
• Possess a confident, professional, and friendly telephone manner.
• Be comfortable speaking with people from all backgrounds.
• Have strong organisational skills and excellent attention to detail.
• Be able to build trust and rapport quickly.
• Be confident using computer systems and CRM databases.
• Be reliable, punctual, and self-motivated.
• Be able to work independently whilst contributing positively to the wider team.

Previous experience in customer service, appointment setting, telesales, administration, reception, or a call centre environment would be advantageous but is not essential, as full training will be provided.

Personal Qualities

We are looking for someone who is:

• Positive and enthusiastic
• Empathetic and customer-focused
• Professional and well-spoken
• Confident without being pushy
• Organised and calm under pressure
• Results-oriented with a strong work ethic
• Trustworthy and respectful of confidential information

What We Offer

• No cold calling
• Warm leads from genuinely interested customers
• Full training and ongoing support
• Friendly and supportive team environment
• Competitive hourly rates
• Valuable experience within a professional services business
• Opportunity to develop customer service, communication, and relationship-building skills
• Potential for additional hours and career progression as the business grows
• Free on-site parking

Apply Today

If you enjoy speaking with people, have a confident and professional telephone manner, and would like to join a friendly, growing business that genuinely makes a difference to clients and their families, we'd love to hear from you.

Please apply with your CV and a brief covering note explaining why you would be a great fit for the role.

Join our team and help connect clients with the advice and support they need to protect their future.

Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.