Fintel

Sales Support Advisor

Fintel

full-time

Posted on:

Location Type: Hybrid

Location: Remote, UK • United Kingdom

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About the role

  • Support the SimplyBiz Mortgages Sales and Development Team, driving operational excellence, efficient administration, and high-quality service delivery.
  • Create, manage, and maintain member agreements, ensuring accuracy and compliance.
  • Administer the full agreement lifecycle, including renewals and amendments.
  • Act as a key contact for members and partners on administrative queries.
  • Support Senior Management with exclusive event coordination.
  • Analyze member feedback to identify service improvements.
  • Support onboarding to improve speed and quality.
  • Maintain accurate member, partner, and business information within the CRM.
  • Produce timely reports, dashboards, and insights for senior leadership.
  • Ensure CRM accuracy to support forecasting and decision-making.

Requirements

  • Experience using CRMs and managing the data
  • Experience in a sales support role
  • Highly organised
  • Comfortable working at pace
  • Strong administrative and organisational skills with excellent attention to detail.
  • Experience supporting sales, adviser, or partnership teams in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Strong CRM and data management capability.
  • Ability to manage multiple deadlines with accuracy.
  • Proactive, solutions-focused approach to improvement.
  • Experience in the mortgage or financial services sector (Desirable)
  • Understanding of compliance frameworks within regulated environments (Desirable)
  • Familiarity with adviser mortgage clubs or membership-based propositions (Desirable).
Benefits
  • Location: This is a hybrid role - your base will be our Huddersfield office.
  • Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM managementdata managementreport productiondashboard creationagreement lifecycle administrationservice deliverycompliancemember agreement managementsales support
Soft Skills
highly organisedattention to detailexcellent communication skillsproactivesolutions-focusedability to manage multiple deadlinesadministrative skills