Jordan Garside is a Technology Manager at Fintel IQ. They possess expertise in business development, finance, business relationship management, income protection, insurance and 3 more skills. Colleagues describe them as "I have worked with Jordan for over six years, he has a fantastic work ethic and a 'can do' attitude and has been a pleasure to work with. Whatever path Jordan takes in the future I am sure that he will be a success and any future employer will be lucky to have him as a member of their team. " and "Jordan worked in my team in two different roles for around 4 years. Jordan is hard working and a strong team player. One of Jordan’s main assets is his ability to forge strong relationships at all levels, be that with customers or colleagues. He is an excellent communicator and came into his own when working as a telephony business development manager specialising in Protection. In this role he built a reputation as an expert within his field in a remarkably short period of time and… Show more"
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Adviser Services Technology ManagerFintel Iq Apr 2024 - PresentHuddersfield, England, United Kingdom -
Customer Experience ConsultantSimplybiz Jun 2022 - Apr 2024Huddersfield, England, United Kingdom -
Lender Relationship ManagerKnowledge Bank Nov 2021 - May 2022Huddersfield, England, United Kingdom -
Account ManagerKnowledge Bank Oct 2020 - Nov 2021Huddersfield, England, United KingdomKnowledge Bank is the UKs largest Criteria Search system. Aimed at mortgage brokers to both save time and enhance compliance throughout their sales process, Knowledge Bank provides instant access to over 250 lenders criteria across all areas of mortgage lending.As Knowledge Bank’s first and only Account Manager, my role in this growing company was to enhance existing and develop new B2B relationships with mortgage clubs and networks, large advisory firms, and other large bodies within the financial services sector. Then, increase awareness of Knowledge Bank within their client base to, in turn, increase sales.Due to the varying nature of the approaches from one partner to the next, a wide range of skills were required that were picked up on internally. This led to me quickly taking on extra responsibilities, such as hosting live public webinars to hundreds of attendees and designing and implementing all internal marketing campaigns.
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Signature - Consultancy ExecutiveSimplybiz Group May 2019 - Oct 2020Huddersfield, England, United KingdomSignature was created to apply The SimplyBiz Group’s services as a complete and tailored package for larger advisory firms and Discretionary Wealth Managers. It was set up in 2018 and now comprehensively serves a multitude of national accounts.By collating a detailed understanding of the target market and ‘hot topics’ within the industry, I created a marketing plan to distribute targeted campaigns via email, LinkedIn and event attendance to the correct audience. I then identified any possible opportunities gathered from campaigns and events and followed these leads to secure a meeting with any potential clients.I compiled and distributed bespoke service propositions that addressed any identified service requirements, then managed service delivery once onboard. I was also the main point of contact for any queries/issues that the clients may have, working with internal departments to facilitate a solution.
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Telephony Business Development Manager - Protection & GiSimplybiz Group Nov 2017 - May 2019Huddersfield, England, United KingdomA proactive, successful Business Development Manager who created relationships with both provider partners and member firms alike.Understanding the members businesses and keeping up with partners’ products allowed me to identify opportunities. I would then assist the members in attaining these opportunities, which further enhanced their businesses. I tracked the uptake of business via SimplyBiz Mortgages so data analysis and trend spotting were key skills I required to be successful.I was also on the protection and General Insurance (GI) helpdesk, which specializes in assisting financial advisers place complex protection and GI cases. This area of the role allowed me to speak to a broad range of people, from CEO’s of national companies to small ‘one-man’ firms. My adaptive personality and account management skills allowed me to excel in communication, explaining the best route and assisting the client with taking it.
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Mortgage, Gi & Protection Adminstration SupervisorSimplybiz Group Oct 2015 - Nov 2017Huddersfield, England, United KingdomThis role was split into two sections; ensuring financial advisory firms/advisers were correctly registered with SimplyBiz Mortgages and its associated partners, and the creation and distribution of business volumes and various other data reports in line with Data Protection/GDPR regulations.The handling of queries from both members and partner account managers via both telephone and email was also a large part of the role.
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Trainee Accounts AssistantSimplybiz Group Sep 2014 - Oct 2015Huddersfield, England, United KingdomAs a Trainee Accounts Assistant in the finance department at SimplyBiz, I assisted in all aspects of purchase ledger. From keying in invoices, managing petty cash, taking high values of money to the bank, assisting with BACS payment runs, completing credit card purchase requests, handling telephone calls, attaining relevant authorisation for high cost invoices and other filing/administrative tasks.
Jordan Garside Skills
Frequently Asked Questions about Jordan Garside
What company does Jordan Garside work for?
Jordan Garside works for Fintel Iq
What is Jordan Garside's role at the current company?
Jordan Garside's current role is Technology Manager.
What skills is Jordan Garside known for?
Jordan Garside has skills like Business Development, Finance, Business Relationship Management, Income Protection, Insurance, Financial Services, Financial Planning, Protection.
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Jordan Garside
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Jordan Garside
Student At British College Of Interior Design, Work For Mcdonald Property RentalsLancashire
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