Our SimplyBiz Mortgage team are looking for a candidate with strong administrative skills who can provide support across the Sales and Development team. Essential skills include: Experience using CRMs and managing the data Experience in a sales support role Highly organised Comfortable working at pace About Simplybiz Simplybiz is the UK’s leading provider of compliance and business support to financial advisers, directly authorised firms, and wealth managers. As part of Fintel, our mission is to enable firms to thrive in an ever-changing regulatory and commercial environment. We combine deep market insight with powerful solutions to help advisers stay ahead, grow sustainably, and deliver great outcomes for their clients. Role Overview The Sales Support Adviser plays a pivotal role in supporting the SimplyBiz Mortgages Sales and Development Team, driving operational excellence, efficient administration, and high-quality service delivery. The role supports scalable growth by managing core processes, improving data accuracy, and enhancing the overall member experience. This will be a varied role and is essential in sustaining productivity, member satisfaction, and efficient internal workflows. Key Responsibilities Member Support 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, including invitations, responses, dietary needs, and activity planning. Member Experience & Service Delivery Analyse member feedback to identify service improvements. Support onboarding to improve speed and quality. Ensure timely follow-ups to maintain high member satisfaction. Manage payment pathway changes with firm administrators and Principals. Provide first-line Help Desk support, triaging enquiries to the right teams Operational Administration & Efficiency Maintain accurate member, partner, and business information within the CRM. Coordinate scheduling, meetings, and reporting activities for Sales operations. Streamline workflows and contribute to continuous improvement initiatives. Conduct regular audits to ensure data integrity and compliance with processes. Data & Reporting Ensure CRM accuracy to support forecasting and decision-making. Produce timely reports, dashboards, and insights for senior leadership. Identify data trends to support strategic improvements. Support Mortgage Brain transitions for key firms as required. Assist financial summaries. Education Support Support virtual event delivery, including tech support or hosting if required. Conduct event call-outs and proactively support members with event bookings. Assist with select / individual communications including exclusives, and key updates. Recruitment Support Support recruitment activity through service calls and administrative tasks. Assist with new General Insurance registrations, including pre-calls. Conduct preliminary calls to new leads and book diary appointments for the team. Partner Lender Support Provide administrative support for lender updates, exclusive launches, and marketing activity. Support with booking selected 6-monthly senior lender reviews with CEO, including administrative and diary and management. Internal Team Support Coordinate and assign Welcome Calls for new members to ensure timely onboarding reviews. Schedule, organise, and communicate all team and management meetings efficiently. Send advance diary invites and manage staff coverage for events and holidays, maintaining clear visibility for Senior Management. Produce and share weekly Help Desk performance reports. Prepare quarterly Sales data reports, giving Senior Managers insights for performance reviews What you'll need to succeed Essential 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. Desirable Experience in the mortgage or financial services sector. Understanding of compliance frameworks within regulated environments. Familiarity with adviser mortgage clubs or membership-based propositions. Your approach to work Drives tasks forward and contributes to improvement. Ensures accuracy and high-quality outputs. Committed to delivering an excellent member and partner experience. Works effectively with internal teams and external stakeholders. Understands how efficient processes support business growth. 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. We are currently unable to provide Skilled Worker visa sponsorship. 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. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do. For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.