Courses and Membership Advisor
Career Integrity & Compliance Audit Report
This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
The Institute of Financial Operations and Leadership is a growing organisation who provide training, education, events and membership to Finance professional across Europe and North America.
Due to a steady increase in customer enquiries and a growing pool of students, we are looking for an enthusiastic and ambitious individual to fulfil the role of Student and Member Advisor.
Responsibilities include:
- dealing with enquiries and advising potential students on study options
- performing online demonstrations of the IFOL learning platform for potential customers
- assisting students wherever possible to enrol in a course or membership
- calling and chasing up old enquiries and maintaining a sales pipeline
- taking part in online events and webinars
- taking ownership and responsibility for driving engagement with students and members.
Essential skills and experience required
- outstanding communication skills both written and verbal
- ability to work independently and unsupervised
- customer service, account management or sales experience
Desirable
- an understanding of finance and accounting
- experience within a training organisation or professional body
- experience of using and maintaining a CRM system
Job Types: Full-time, Permanent
Salary: £22,000.00-£28,000.00 per year
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Remote: reliably commute or plan to relocate before starting work (preferred)
Experience:
- Sales: 1 year (preferred)
Work Location: Remote
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Courses and Membership Advisor roles across Institute of Financial Operations and Leadership's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £22,000 - £28,000 bracket, including retirement vesting and health parity.
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