Member Experience Adviser

Huddersfield; Huddersfield; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading financial services company in the UK is seeking a Member Experience Adviser to enhance customer engagement and support advisory firms. The role involves building relationships, managing queries, and driving member retention. Ideal candidates should have GCSEs in English and Maths and experience in tele-sales or customer service. This hybrid position involves 3 days in the office, and applicants must have the right to work in the UK.

Qualifications

• GCSEs in English and Maths at grade C/5 or above.
• Experience in customer engagement, relationship management or telephone sales.
• Comfortable working to targets in a sales-driven environment.
• Strong IT and communication skills.

Responsibilities

• Act as an account manager for Simplybiz firms.
• Build relationships, retain members, and resolve queries.
• Handle both reactive and proactive contact.
• Track performance against KPIs.

Skills

Customer service

Telephone-based sales

Relationship management

IT skills

Communication skills

Education

GCSEs in English and Maths at grade C/5 or above

Job description

Member Experience Adviser — Simplybiz, Huddersfield

Full Time | Permanent | Hybrid (3 days in office)

Simplybiz is part of Fintel Services, one of the UK’s leading providers of compliance, business and technology support for financial advisers. Based at Fintel House in Huddersfield, they support over 3,000 advisory firms across the country.

They’re looking for someone who genuinely loves great customer service and has a background in telephone-based sales or customer engagement.

The Role

You’ll be part of the Member Experience team, acting as an account manager for Simplybiz firms — building relationships, retaining members, resolving queries and helping clients get real value from the business. You’ll handle both reactive and proactive contact, contribute to team targets and share member feedback to help improve the service.

Day to day you’ll be responding to member queries, supporting retention, tracking performance against KPIs, joining team meetings and occasionally hosting calls with internal teams and clients.

What They’re Looking For

• GCSEs in English and Maths at grade C/5 or above
• Experience in customer engagement, relationship management or telephone sales
• Comfortable working to targets in a sales-driven environment
• Strong IT and communication skills

Knowledge of the financial services sector is a bonus but not essential.

The Right Fit

You’ll be a confident communicator, well organised and naturally proactive. Someone who takes ownership, builds trust quickly and has a track record of getting results.

Applicants Note

Applicants must have the right to work in the UK. Visa sponsorship is not available for this role.