At a Glance
- Tasks: Support mortgage advisers via phone and email, helping them maximise their membership benefits.
- Company: Dynamic financial services company with a focus on customer success.
- Benefits: Full training, hybrid working, and opportunities for professional growth.
- Other info: Collaborative environment with excellent career development opportunities.
- Why this job: Kickstart your career in finance while making a real impact on clients' lives.
- Qualifications: Customer service experience and a willingness to learn about mortgages.
The predicted salary is between 35000 - 45000 £ per year.
Department: Helpdesk
Employment Type: Permanent - Full Time
Location: Huddersfield
Reporting To: National Sales & Development Manager
Description
Turn great telephone customer service skills into a career in Financial Services!
What we're proud of:
- Supporting over 4,000 mortgage brokers / intermediaries across the UK
- Enabling best outcomes for clients through our award-winning mortgage club
- Helping advisers diversify with specialist lending solutions, plus ancillary products and services
Role Overview
As a Telephone Account Manager, you'll support mortgage advisers over the phone and by email, helping them navigate queries, access valuable services, and get the most from their membership. Whether you're already working in financial services or bringing strong customer service experience from another sector, we'll provide the training and support needed to build your knowledge and develop your career. Internally, this role is called Key Relationship Consultant (Telephony).
What you'll do
- Full, step‑step training provided.
- Provide day‑to‑day support to our members via phone and email, delivering value in every interaction.
- Proactively explore ways to help members maximise their membership benefits and grow their business in line with our four pillars of success and our company values.
- Assist members in placing mortgage and associated business by leveraging your knowledge of the marketplace and researching possible solutions with our lender and provider partners.
- Build and nurture relationships with members, as well as lender and provider partners.
- Identify opportunities where members may benefit from enhanced support in areas such as general insurance, later life lending, and technology.
- Undertake outbound calling projects to highlight and promote valuable opportunities such as events or webinars, lender focus weeks, and campaigns.
- Proactively promote our suite of technology offerings to members.
- Provide support to members who are experiencing challenges and escalate where needed.
What you'll need to succeed:
Essential requirements:
- Experience in a telephone helpline position in a business‑to‑business role
- A general understanding of mortgages
- Excellent interpersonal skills and the ability to build strong relationships with professional customers
- A willingness to undertake the CeMAP qualification (if not already held).
Desirable requirements:
- Experience in the intermediary marketplace is desirable e.g. a mortgage broker or financial advice company
Your approach:
- Professional
- Curious
- Good listener
- A proactive, can‑do approach with a passion for problem‑solving
- Natural customer service skills
- Keen to learn and progress - this is an excellent role to learn about our business
This role offers a collaborative and supportive work environment with opportunities for professional growth and development.
Important to know:
Location: This is a hybrid working role where you'll usually work from our Huddersfield office with your team 3 days each week. The remaining days can be worked from home.
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.
Telephone Account Manager - Mortgages in Huddersfield employer: SimplyBiz PLC
SimplyBiz PLC is an exceptional employer that fosters a collaborative and innovative work culture in the heart of London. With a strong emphasis on employee growth, we offer mentorship opportunities and the chance to lead impactful projects, ensuring that our team members thrive both personally and professionally. Our commitment to work-life balance and a supportive environment makes us an attractive choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Account Manager - Mortgages in Huddersfield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like SimplyBiz PLC. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Telephone Account Manager - Mortgages in Huddersfield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to SimplyBiz PLC.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on SimplyBiz PLC's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at SimplyBiz PLC
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SimplyBiz PLC.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at SimplyBiz PLC will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former SimplyBiz PLC employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
