Adviser Services Consultant

6 months ago


Huddersfield, United Kingdom SimplyBiz Full time

At SimplyBiz, our customer base is growing, and we are looking for an Adviser Services Consultant to help us continue to provide exceptional support to the member firms who are currently using one-or-more of our support packages.

We are looking for an individual who has a genuine love of customer service and technology, who is an innovative and dynamic thinker with a great attitude and work ethic. In this role, you'll be driving strategic growth for our software products, MyLearning and MyMarketing, which will involve working closely with our partners and effectively managing these key relationships to strengthen propositions.

We can offer you the opportunity to advance your skills whilst working in a fun and agile work environment, supported by a passionate, enthusiastic and customer-focused team. Due to the nature of the role, we are seeking someone with a good level of technical knowledge and experience in Financial Services or a related industry.

What you’ll do
- Take the lead on the strategic growth of the two products, including identifying new revenue streams
- Manage & enhance the company's relationship with external software parties
- Creating and implementing improvement plans for the software
- Complete regular reporting on revenue
- Work to license growth, lead generation and training income targets set by senior management
- Manage the business area, and collaborate with other areas of the department
- Be a people manager of the team and complete performance reviews

What you'll need
- Excellent written and verbal communication skills, including a good telephone manner, with both members and internal departments
- Great customer service skills, with the ability to build and maintain rapport, actively listen and interpret, understand needs and negotiate
- The ability to speak and present to groups, both in-house and to members
- The ability to manage a reporting line, completing periodic performance reviews
- A passion for training, developing, coaching and mentoring others
- To be an innovative and creative thinker with the ability to generate ideas and be a visionary.
- Strong organisation and prioritisation skills, with the ability to work to deadlines, take ownership and accountability for your own area, working to the teams' daily rota
- Eagerness to learn and understand the company vision, as well as developing industry and competitor awareness
- A good level of IT literacy including Microsoft 365 software, and ability to deliver effective web meetings and training sessions on an ad-hoc basis
- Be a keen problem-solver with a positive, proactive approach to research, investigation and decision-making
- Able to recognise the need for change and the impacts at an individual and team level, plus the ability to communicate requirements for change, maintain ongoing communications on implementation and delivery and work with staff to understand any issues and implement appropriate support
- Willingness to stay abreast of industry technology, knowledge and products in the marketplace to offer up-to-date support to advisers and communicate this effectively with the team
- The ability to work under pressure and to specific targets
- Be a natural team-player, with the flexibility to adjust to the needs of the team
- Willingness to work towards RO1 and RO2 or equivalent qualifications
- Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010._
- We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership._
- For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds._



  • Huddersfield, United Kingdom SimplyBiz Full time

    We're pleased to be recruiting for a Customer Success Adviser to join our Customer Experience team. This is an office-based role where you will be integral in ensuring that customers gain the most value from the services that we offer across the Fintel group. As a Customer Success Adviser, you'll make outbound calls to existing clients, build relationships...

  • Recruitment Adviser

    7 months ago


    Huddersfield, United Kingdom Reed In Partnership Full time

    **Have you got great people skills and a passion for sales?** **Would you like to work in a customer facing role and make a positive impact on people and their communities** Consider the role of a **Recruitment Adviser **at **Reed in Partnership**! We are on a mission to be the partner of choice for developing people and their communities. Reed in...


  • Huddersfield, United Kingdom The New Homes Group Full time

    **Job Title: Trainee Mortgage Adviser**: Outstanding opportunity which delivers a long term career in Financial Services as a fully CeMAP qualified Mortgage Adviser, working for the UKS leading new homes mortgage provider. **(4 Positions Available)** **Location**: During the training period which is expected to last 24 months you will be based full time at...

  • Service Consultant

    7 months ago


    Huddersfield, United Kingdom Pentagon Motor Group Ltd. Full time

    Pentagon Motor Group have an amazing new opportunity for a Service Consultant to join their highly successful Huddersfield Seat team. If you... - Take pride in providing an excellent customer service experience - Enjoy the buzz of a fast paced working environment - Thrive in a team environment Then this may be the opportunity for you! **Have you heard...

  • Sales Adviser

    6 months ago


    Huddersfield, United Kingdom SimplyBiz Full time

    We have an exciting opportunity for a friendly and motivated individual to join us as a telephony **Sales Adviser**. This will be a temporary 6 month role with a possible opportunity to become permanent. You'll play a vital role in expanding our Simply Biz membership base and connecting with potential clients. Working with Simply Biz you'll be working for...


  • Huddersfield, United Kingdom SimplyBiz Full time

    At SimplyBiz, our customer base is growing, and we are looking for an Adviser Services Product Administrator, based in our office in Huddersfield, to help us continue to provide exceptional support to the member firms who are currently using one-or-more of our support packages. Full training will be provided for this role, offering you a great opportunity...


  • Huddersfield, United Kingdom SimplyBiz Full time

    Were pleased to be recruiting for a Customer Success Adviser to join our Customer Experience Team. This is an office-based role where you will be integral in ensuring that customers gain the most value from the services that we offer across the Fintel group. **Day-To-Day Duties include**: - Utilise the CRM database and other internal datasets to identify...

  • Sales Adviser

    7 months ago


    Huddersfield, United Kingdom SimplyBiz Full time

    We have an exciting opportunity for a friendly and motivated individual to join us as a telephony **Sales Adviser**. This will initially be a temporary 6 month role with a possible opportunity to become permanent. You'll play a vital role in expanding our Simply Biz membership base and connecting with potential clients. Working with Simply Biz you'll be...


  • Huddersfield, Kirklees, United Kingdom Austin Fraser Full time

    We are seeking an experienced Educational Services Consultant to join our team. As a key member of our Educational Psychology services, you will carry out statutory assessments for our clients who require additional support. Key benefits of this role include a competitive salary of £1200 per assessment, weekly payroll, free DBS checks, and access to a range...


  • Huddersfield, Kirklees, United Kingdom Fintel Full time

    We are looking for a skilled Compliance Technical Consultant to join our team at Fintel plc. As a key member of our helpdesk team, you will provide technical support and guidance to Member Firms on regulatory requirements and industry changes.This is a challenging and rewarding role that requires a deep understanding of financial regulations and compliance...


  • Huddersfield, Kirklees, United Kingdom Leaf Recruitment Services Ltd Full time

    Job OverviewLeaf Recruitment Services Ltd is seeking an experienced Industrial Staffing Consultant to join their team in Huddersfield. The successful candidate will be responsible for managing existing clients, providing top-notch service to clients and candidates, and ensuring compliance with relevant laws and regulations.In this role, you will have the...


  • Huddersfield, Kirklees, United Kingdom Leaf Recruitment Services Ltd Full time

    We are currently looking for an experienced Search Consultant to join our team at Leaf Recruitment Services Ltd in Huddersfield. In this role, you will play a crucial part in sourcing and attracting top talent for our clients across various industries.The successful candidate will be based in our newly refurbished office in the centre of Huddersfield and...

  • Bridal Consultant

    6 months ago


    Huddersfield, United Kingdom Hoops a Daisy Full time

    We are on the look-out for experienced, talented and fashion-focussed individuals to join our bridal team. Are you looking for a part time weekend role making women feel amazing? Then we may have the job for you! As a Bridal Sales Consultant, you must thrive on providing excellent customer service to brides and their entourage. This will involve everything...


  • Huddersfield, United Kingdom CV-Library Full time

    Questech are recruiting on behalf of our client in Huddersfield West Yorkshire for an experienced Customer Service Coordinator to provide exceptional customer service to ensure that customers receive their orders on the dates expected. The Person: * GCSE Maths and English Grade 4(C) or above. * Excellent professional communication skills are essential...


  • Huddersfield, United Kingdom Fintel Full time

    We're recruiting for a Compliance Technical Consultant to join our helpdesk team and support SimplyBiz members from a compliance perspective to ensure they meet compliance standards regarding FCA regulations. This role is based in our Huddersfield office where we operate a hybrid working model, providing a balance of home and office working. What...


  • Huddersfield, United Kingdom TRS Consulting Services Limited Full time

    Field Service EngineerWater Treatment SystemsNO EXPERIENCE NEEDED - FULL TRAINING PROVIDED FOR SERVICE ENGINEERS FROM OTHER MECHANICAL AND ELECTRICAL SECTORSMedical, Industrial and Pharmaceutical Based Water Treatment EquipmentWest Yorkshire; Leeds, Bradford, Huddersfield, Wakefield, Dewsbury, Pontefract, Castleford and HeckmonwikeExcellent Salary + Overtime...

  • Gu Consultant

    6 months ago


    Huddersfield, United Kingdom Locala Community Partnerships CIC Full time

    Overview: Locala Health and Wellbeing embraces diversity and inclusion and encourages applicants from people from all backgrounds with our ambition to have a workforce that represents the wider communities we live and work within, which you can support us to achieve. We are an organisation that celebrates and values the individuality of our colleagues...

  • Service Advisor

    3 months ago


    Huddersfield, United Kingdom CV-Library Full time

    Service Advisor - £27,000 – Family-Run – Huddersfield  Our client, a family-run dealership in Huddersfield, is looking for a Service Advisor to join their dynamic and busy Aftersales team. The Service Advisor role comes with a competitive salary of £27,000. Benefits: Basic salary of £27,000 with an OTE of...

  • Service Administrator

    1 month ago


    Huddersfield, United Kingdom CV-Library Full time

    Service Administrator - Motor Trade Location: Huddersfield Salary: Basic - up to £25,000 OC19041 Hours: Monday - Friday 08:30-17:30 We are currently recruiting for a Service Administrator for our nationwide client in the Huddersfield area. This is a fantastic opportunity to work with one of the worlds leading brands. Service Administrator...

  • Service Administrator

    3 weeks ago


    Huddersfield, United Kingdom Octane Recruitment Full time

    Service Administrator - Motor Trade Location: Huddersfield Salary: Basic - up to £25,000 OC19041 Hours: Monday - Friday 08:30-17:30 We are currently recruiting for a Service Administrator for our nationwide client in the Huddersfield area. This is a fantastic opportunity to work with one of the worlds leading brands. Service Administrator role-...