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- Tasks: Deliver exceptional customer service and build strong relationships with members and clients.
- Company: Simplybiz, the UK's leading provider of compliance and business support.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on member experiences.
- Qualifications: GCSEs in English and Maths, plus experience in customer engagement or sales.
- Other info: Collaborative environment with a focus on continuous improvement and career development.
The predicted salary is between 28800 - 43200 £ per year.
We are looking for an individual who is passionate about delivering brilliant customer service and who has experience working in a telephone sales or customer engagement role.
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: Join our Member Experience team and play a pivotal role in shaping the journey of our members and clients. This role is perfect for someone who thrives on building strong relationships, solving problems with confidence, and delivering exceptional service that drives engagement, loyalty, and growth. Internally, this role is called Member Experience Adviser.
Key Responsibilities- Member & Client Engagement: Deliver exceptional support by responding to member and client queries—both reactively and proactively—to ensure timely and effective resolution. Support members, helping them quickly understand and experience the value of our proposition. Act as account manager for SimplyBiz firms, nurturing long term, value driven relationships. Retain members by proactively addressing challenges and resolving issues swiftly and effectively.
- Insights, Reporting & Continuous Improvement: Work to set KPI's, showcasing performance trends, opportunities, and progress against business goals. Gather, interpret, and share meaningful feedback from members and clients to support continuous improvement across the business. Contribute to project work and key initiatives that enhance member experience and operational efficiency.
- Collaboration & Contribution: Work towards defined retention and engagement targets set by the Director of Member Service & Sales and the Head of Member Experience. Participate in regular team meetings and calls, contributing ideas, insights, and updates. Host and support meetings for internal teams, members, and clients as required. Support with ad hoc tasks as needed to help the wider function achieve its objectives.
- An effective communicator with the confidence to engage at all levels.
- Proactive, organised, and attentive to detail.
- Skilled in problem‑solving, with the initiative to take ownership and drive outcomes.
- A high achiever who builds confidence through professionalism and credibility.
- Strong interpersonal skills, able to build trust and long‑lasting relationships.
- Results-driven, with a proven track record of delivering success.
- Curious - keen to learn new skills and build knowledge.
- Educated to a good level of education with a minimum of GCSE (or equivalent) in English and Maths at level 5 / C or higher.
- Experience in recruitment, relationship management, or customer engagement - so we can see you are comfortable in a telephone-based role.
- Demonstrable success in a sales and target-driven environment.
- Ideally, knowledgeable about the industry, with the ability to translate insight into value for members.
- Strong IT, administrative, and presentation skills.
This is a hybrid role based from our Huddersfield office. You’ll work from the office with your team 3 times each week.
Right to WorkApplicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
Customer Experience Specialist employer: Fintel Services
Contact Detail:
Fintel Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Experience Specialist
✨Tip Number 1
Get to know the company inside out! Research Simplybiz and understand their mission, values, and what makes them tick. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since this role is all about engaging with members and clients, make sure you can articulate your thoughts clearly and confidently. Role-play with a friend or use online resources to sharpen those skills.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which can be a game-changer in landing the job.
✨Tip Number 4
Don’t forget to follow up! After any interviews or networking chats, send a quick thank-you note. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great way to reiterate your enthusiasm for the role!
We think you need these skills to ace Customer Experience Specialist
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for customer service shine through. We want to see that you genuinely care about helping others and are excited about the role!
Tailor Your Experience: Make sure to highlight any relevant experience you have in telephone sales or customer engagement. We love seeing how your past roles have prepared you for this position, so don’t hold back!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your skills and experiences are easy to read and understand. No need for fluff!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Fintel Services
✨Know Your Stuff
Before the interview, make sure you understand Simplybiz's mission and how they support financial advisers. Familiarise yourself with their services and think about how your experience in customer engagement can contribute to their goals.
✨Showcase Your Communication Skills
As a Customer Experience Specialist, effective communication is key. Prepare examples of how you've successfully engaged with clients or resolved issues in previous roles. Be ready to demonstrate your ability to build relationships and communicate clearly.
✨Be Proactive and Problem-Solving
Think of specific instances where you've taken initiative to solve problems or improve processes. Highlight your proactive approach during the interview, as this aligns perfectly with the role's requirements for driving outcomes and enhancing member experience.
✨Ask Insightful Questions
Prepare thoughtful questions that show your curiosity about the role and the company. Inquire about the team dynamics, retention strategies, or how they measure success in member engagement. This not only shows your interest but also helps you gauge if it's the right fit for you.