Adviser Services Consultant

4 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._

  • Service Consultant

    4 weeks ago

    Huddersfield, United Kingdom Pentagon Motor Group Full time

    Job Introduction Pentagon Motor Group have an amazing new opportunity for a Service Consultant to join their highly successful Huddersfield 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! ...

  • Service Consultant

    3 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 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 about our...

  • Service Consultant

    4 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 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 about our...

  • Customer Success Adviser

    3 months ago

    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

    4 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...

  • Service Consultant

    4 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...

  • Trainee Mortgage Adviser

    4 months ago

    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...

  • Trainee Mortgage Adviser

    3 months ago

    Huddersfield, United Kingdom The New Homes Group Full time

    **Trainee Mortgage Adviser**: Opportunity, providing an outstanding long term career in Financial Services as a fully CeMAP qualified Mortgage Adviser, working for the UKS leading new homes mortgage provider. **Location**: During the training period which is expected to last at least 18 months you will be based at our new offices in Wakefield WF2 0XG. Once...

  • Adviser Services Product Administrator

    4 months ago

    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...

  • Sales Adviser

    3 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...

  • Sales Adviser

    3 months ago

    Huddersfield, United Kingdom SimplyBiz Full time

    We have an exciting opportunity for a friendly and motivated individual to join us as an internal **Sales Adviser**. You'll play a vital role in expanding our SimplyBiz membership base and connecting with potential clients. You’ll also have the flexibility to work from home as well as our vibrant Huddersfield headquarters, along with a competitive salary...

  • Service Consultant

    2 weeks ago

    Huddersfield, Kirklees, United Kingdom Pentagon Motor Group Full time

    {"title": "Service Consultant Role Overview", "content": "Pentagon Motor Group is seeking a skilled Service Consultant to join their Huddersfield team. As a key ambassador for the company, you will be responsible for delivering exceptional customer service and ensuring a seamless experience for our clients.Key Responsibilities:Meet and greet customers,...

  • Service Consultant

    2 weeks ago

    Huddersfield, Kirklees, United Kingdom Pentagon Motor Group Full time

    {"title": "Service Consultant Role Overview", "content": "Pentagon Motor Group is seeking a skilled Service Consultant to join their Huddersfield team. As a key ambassador for the company, you will be responsible for delivering exceptional customer service and ensuring a seamless experience for our clients.Key Responsibilities:Meet and greet customers,...

  • Adviser Transition Executive

    1 month ago

    Huddersfield, Kirklees, United Kingdom M&G plc. Full time

    About M&G plc:At M&G, our mission is to empower individuals with the confidence to manage their financial futures. With a legacy spanning over 170 years, we provide a comprehensive suite of financial solutions through our Asset Management, Life, and Wealth divisions. Our collaborative approach across these segments ensures we deliver optimal financial...

  • Service Consultant

    4 days ago

    Huddersfield, Kirklees, United Kingdom Pentagon Motor Group Full time

    About the RolePentagon Motor Group is seeking a highly skilled Service Consultant to join their Huddersfield team. As a key ambassador for the company, you will be responsible for delivering exceptional customer service and ensuring a seamless experience for our customers.Key ResponsibilitiesMeet and greet customers, providing a warm and welcoming...

  • Service Consultant

    4 days ago

    Huddersfield, Kirklees, United Kingdom Pentagon Motor Group Full time

    About the RolePentagon Motor Group is seeking a highly skilled Service Consultant to join their Huddersfield team. As a key ambassador for the company, you will be responsible for delivering exceptional customer service and ensuring a seamless experience for our customers.Key ResponsibilitiesMeet and greet customers, providing a warm and welcoming...

  • Customer Success Adviser Apprentice

    3 months ago

    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

    4 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...

  • Partner Support Adviser

    3 months ago

    Huddersfield, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...

  • Financial Services Consultant

    1 month ago

    Huddersfield, Kirklees, United Kingdom Rayner Personnel Full time £28,000 - £34,000

    Position: Financial Services Consultant Location: Remote Are you an enthusiastic professional with a dedication to delivering outstanding financial advice? Our client is seeking a talented individual to become part of their innovative team, where your skills will play a crucial role in guiding clients towards their financial aspirations.Compensation and...