SRC Administrator
Salary: Up to £24,480 based on skills and experience
Contract Type: 12 Month Fixed Term – 35 hours a week
Location: Hybrid working (office based in Birmingham) – typically 2 days in the office per week
Shape Brighter Futures with Wesleya
nEstablished 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: About Wesleya
nMake a Differen
ceThe purpose of the role is to provide administration support to the Support Relationship Coordinators, Financial Consultants, Field Support team and Inbound Callers taking ownership of the tasks and following through to completio
n.Your Impa
ctHere’s how you’ll make a differenc
- e:Ensure timely and accurate completion of all key administration tasks, working alongside other members of the SRC departme
- ntTo handle all queries from FCs, via email and a dedicated telephone line, together with queries referred on by members of S
- RCTo liaise with third party product providers to obtain up to date information in relation to policies owned by clients of the Gro
- upTo provide support to the appointment booking process as requir
- edTo regularly communicate with SRC and Financial Consultants managing expectations appropriate
- lyTo adhere to SLAs ensuring case is fully prepared in advance of appointmen
- tsTo liaise with servicing departments, both internal and external, in order to obtain relevant supporting informatio
- n.To be fully competent in the use of CRM to update policy information with correct values and policy informati
- onTo be able to identify common issues, contributing to the development of longer term solutions, training, documenting processes and system traini
- ngTo regularly review performance compared to SLA’s and discuss and agree actions with Administration Team Leader to address any shortfalls or training requiremen
- tsTo redefine processes and procedures to ensure maximum efficiency and effectivene
- ssTo recognise when it is appropriate to hand off an enquiry to another department, providing all necessary information to that department to enable them to complete the request, and manage the hand over and expectatio
- nsUndertake such other tasks and projects as may be required from time to ti
- meEnsure that all processes comply with Society guidelines in respect of Data Protection, Information Security, Money Laundering and GD
- PRTo handle incoming client calls to support the appointment booking proce
- ssTo handle the WFS Periodic Charges Statement calls on an annual bas
isWhat You’ll Br
- ingAble to plan, prioritise and organise workload, consistently working within service standards and agreed objecti
- vesExcellent levels of accuracy and attention to detail even when working under press
- ureStrong administration ski
- llsGood understanding of Excel and W
- ordAble to work with others to achieve goals and objecti
- vesCustomer Service focu
- sedContinuous Improvement ski
llsBenefits That Work for
YouWe believe rewards should reflect the life you live. Here’s what you can exp
- ect:Annual bonus to recognise your contribut
- ion.28 days holiday (plus a culture day!) – rising to 30 days with serv
- ice.Flexible hybrid working for better work-life bala
- nce.Company pension scheme – matched plus 2% (up to 1
- 0%).Free secure underground Birmingham city centre parking (subject to availability, weekend use includ
- ed).Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essenti
- als.Enhanced family leave and two volunteering days to give back to causes you care ab
out.Discover the full range of benefits: Wesleyan Careers Re
wardsWhy Wes
leyan?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 op
tions.If you need reasonable adjustments during the recruitment process, just let us know—we’re here to suppor
t you.What to Know Before A
- pplyingRight 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 disappoi
ntment.Ready to Shape Your
Future?Apply today and join us in creating brighter financial futures—for our customers, our members, a
nd you….