Salary
Salary: Up to £32,200, based on skills and experience
Contract Type
Contract Type: 12 Month Fixed Term Contract – 35 hours a week
Location
Location: Hybrid working (office based in Birmingham) – typically 2 days in the office per week
Shape Brighter Futures with Wesleyan
Established in 1841, Wesleyan help trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future. Today, we’re proud to continue that mission with passion and purpose. If you’re looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’d love to hear from you.
Find out more about who we are: https://www.wesleyan.co.uk/about
Make a Difference in (Department)
Make a Difference
This role has been created to support a project which introduces new technology and ways of working to the business. You will support Wesleyan Financial Services (WFS) Field staff by maintaining smooth processes in relation to the WesInvest Hub, resolving issues as they arise. Using knowledge gained to enhance existing processes to optimise the end-to-end experience for both advisers and customers. Establishing strong stakeholder relationships with the advisers, managers and external providers, enabling them to provide their customers with an excellent end-to-end advice journey. Adapt to a changing remit and building strong working relationships with both the field and head office teams. Supporting colleagues in other roles, providing feedback as appropriate. Overseeing the ongoing workload of the team
Your Impact
Here’s how you’ll make a difference:
- Leading procedure reviews, risk management oversight, and root cause analysis of complaints and breaches.
- Overseeing the workload of WFS Platform Administrator/s, delegating as appropriate.
- Conducting quality assurance checks in respect of work completed by WFS Platform Administrators.
- Acting as point of escalation where necessary and facilitating further escalation where appropriate.
- Handling complaints where they relate to WesInvest administrative process, referring as appropriate.
What You’ll Bring
- Previous experience in an administrative support role.
- Excellent levels of accuracy and attention to detail.
- Able to prioritise own workload to ensure that deadlines are met.
- Able to work with others to achieve team goals and objectives.
- Able to work in a team-based environment, with minimal supervision.
- An organised and flexible approach to work, demonstrating initiative and a “can do” attitude.
- Constantly looking to improve existing processes.
- A good understanding of MS Excel functions, including formulae and calculations.
- A good understanding of MS Word functions, including mailmerge.
- Good understanding of Wesleyan internal systems (CRM, CDS, DMS).
- Ideally, some knowledge of investments, pensions, UCITS, unit trusts, With Profits funds, or SIPPs. Knowledge of Financial Services Industry.
- Understanding of the WFS Advice Process.
Benefits That Work for You
We believe rewards should reflect the life you live. Here’s what you can expect:
- Annual bonus to recognise your contribution.
- 28 days holiday (plus a culture day!) – rising to 30 days with service.
- Flexible hybrid working for better work-life balance.
- Company pension scheme – matched plus 2% (up to 10%).
- Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
- Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
- Enhanced family leave and two volunteering days to give back to causes you care about.
Discover the full range of benefits: Wesleyan Careers Rewards
Why Wesleyan?
We’re building a culture where everyone belongs. Diversity isn’t just a policy—it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part-time options.
If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.
What to Know Before Applying
- Right to Work: We’re unable to provide VISA sponsorship, so you’ll need the legal right to live and work in the UK.
- Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications—apply early to avoid disappointment.
Ready to Shape Your Future?
Apply today and join us in creating brighter financial futures—for our customers, our members, and you.
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