Sales Support Adviser

Sales Support Adviser

Department: Business Development

Employment Type: Permanent - Full Time

Location: Huddersfield

Reporting To: Head of Mortgages

Our Simply Biz 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

What we're proud of:

• Supporting over 4,000 mortgage 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

The Sales Support Adviser plays a pivotal role in supporting the Simply Biz 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.

• 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.

• Analyse member feedback to identify service improvements.
• Support onboarding to improve speed and quality.
• Ensure timely follow-ups to maintain high member satisfaction.
• Provide first-line Help Desk support, triaging enquiries to the right teams.

• 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.

• 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.

• Support virtual event delivery, including tech support or hosting if required.
• Conduct event call-outs and proactively support members with event bookings.

• Support recruitment activity through service calls and administrative tasks.
• Assist with new General Insurance registrations, including pre-calls.

• Provide administrative support for lender updates, exclusive launches, and marketing activity.
• Support lender reviews with administrative and diary and management.

• Coordinate and assign Welcome Calls for new members to ensure timely onboarding reviews.
• Schedule, organise, and communicate all team and management meetings efficiently.
• Produce and share weekly Help Desk performance reports.
• Prepare quarterly Sales data reports, giving Senior Managers insights for performance reviews.

• 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.
• Understanding of compliance frameworks within regulated environments.
• Familiarity with adviser mortgage clubs or membership-based propositions.

• 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 and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.