Appointment Setter

About the company

Evans Legacy Planning is a rapidly expanding estate planning firm that supports people and families across England and Wales with protecting assets and arranging for the future. The company focuses on clear, professional guidance and strong client service.

Role overview

This is a full-time, permanent Appointment Setter role based in Cardiff, South Wales, with hybrid working and the option to work from home for part of the week. The role centres on speaking with warm leads who have already shown interest, understanding their needs, and arranging meetings in the calendars of the advisers.

The position suits someone who is confident on the phone, well organised, and comfortable working to targets.

Key responsibilities

• Reach out to warm leads by phone.
• Build a good relationship with potential clients and handle simple questions about the service.
• Assess enquiries and schedule appointments for estate planning advisers.
• Work towards a weekly target of 15 to 30 booked appointments.
• Keep advisers’ diaries well organised to make the best use of available slots.
• Record client information accurately in the CRM system.
• Follow up with prospects when needed.
• Provide a courteous, professional, and positive experience throughout every interaction.

Requirements

• Prior experience in telesales, appointment setting, or outbound calling.
• Strong spoken communication skills.
• A professional and polite telephone manner.
• Careful attention to detail.
• Good time management and organisational ability.
• Confidence in managing diaries and appointment schedules.
• Comfort using computers and CRM tools.
• Self-driven approach with the ability to work alone.

Desirable experience

• Background in setting appointments for field sales staff or advisers.
• Experience in estate planning, legal services, or financial services is helpful, though not required because training will be provided.

What’s offered

• Annual salary of £24,000 to £26,000, based on experience.
• Hybrid work arrangement with home-working flexibility.
• Full training on products and systems.
• A supportive and friendly workplace.
• Opportunity to grow professionally within an expanding business.
• Company pension.
• Parking available at the office when working on site.
• Flexible hybrid working setup.

Schedule

• Monday to Friday.
• Full-time hours.
• No weekend work.

Work location

Hybrid working based in Cardiff. Candidates from Cardiff or South Wales are preferred, but applications from anywhere in the UK are welcome. The successful candidate must be available to attend the Cardiff office when needed.

Experience required

At least 1 year of experience in telesales or appointment setting is required.

Application note

Applicants who are organised, customer-focused, and experienced in telesales and appointment setting are encouraged to apply with a CV.