Customer Services - Mortgages Helpdesk

Looking to build a career in Financial Services?

If you have experience providing excellent customer service over the phone in a business-to-business environment and enjoy helping people solve problems, this could be the perfect opportunity. You'll receive full training and support to develop your knowledge of the mortgage and financial services sector while building a rewarding long-term career.

As part of Fintel Services, we are one of the UK's largest mortgage clubs, helping over 4,000 mortgage advisers across the UK achieve better outcomes for their clients. We provide access to exclusive products, market-leading compliance support, and innovative technology solutions that help advisers grow their businesses.

• As a Key Relationship Consultant (that's our internal name for this role), you'll be the first point of contact for our members, supporting them by phone and email with day-to-day queries and helping them make the most of their membership.
• This is an excellent opportunity for someone with strong telephone-based customer service experience who is keen to learn about financial services. Previous mortgage experience is welcome but not essential.

Full training will be provided.

• Support members of the Simplybiz Mortgage Club with queries via phone and email, delivering an excellent customer experience.
• Build positive relationships with members and develop an understanding of their business needs.
• Help members access relevant services, resources, events, webinars, and technology solutions.
• Promote valuable opportunities available through their membership.
• Make outbound calls to raise awareness of products, services, campaigns, and events.
• Work with colleagues and partners to help resolve member queries.
• Escalate complex issues when required.
• Develop your knowledge of the mortgage and financial services sector through ongoing training and development.
• Experience working in a business-to-business telephone-based customer service, helpdesk, account management, or support role.
• Excellent communication and relationship-building skills.
• Confidence speaking with professional customers over the phone.
• Strong problem-solving skills and a customer-focused mindset.
• Good organisational skills and attention to detail.
• A willingness to learn about the mortgage and financial services industry.
• A willingness to study towards the CeMAP qualification if not already held.
• Any knowledge of mortgages, lending, financial services, or insurance.
• Experience working with mortgage brokers, financial advisers, lenders, or other regulated businesses.
• Experience in an intermediary, mortgage, banking, or financial services environment.

We're looking for someone who is:

• Professional and approachable.
• Curious and eager to learn.
• A strong listener.
• Proactive and solutions-focused.
• Motivated to develop their skills and progress their career.

• Full training and ongoing support.
• A clear pathway into the financial services industry.
• Opportunities to gain industry-recognised qualifications.
• A supportive and collaborative team environment.
• Career development opportunities within Simplybiz and the wider Fintel group.

This is a hybrid role based in Huddersfield. You'll typically work from the office three days per week, with the remaining days working from home. We have plenty of free parking on site and are a 10 to 15 minute walk from the railway station.

Applicants must already have the legal right to work in the UK without restrictions or the need for future sponsorship. Unfortunately, we are unable to offer Skilled Worker visa sponsorship.