Administrator

WFS Platform Support Administrator

Salary: Up to £26,600, based on skills and experience

Contract Type: 12 month Fixed Term Contract – 35 hours a week

Location: Hybrid working (office based in Birmingham) – typically 2 days in the office per week

Closing Date: 25th June

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

This role has been created to support with a project bringing in new technology and ways of working to the business.

You will support Wesleyan Financial services (WFS) staff by establishing strong stakeholder relationships with the advisers, enabling them to provide their customers with an excellent advice journey. Acting as a conduit between advisers and the external platform provider. Maintaining smooth processes in relation to the WesInvest Hub, resolving issues as they arise. Using knowledge gained to enhance existing processes. Adapting to a changing remit and building strong working relationships with both field and head office teams.

Your Impact

Here’s how you’ll make a difference:

· Initially this role will be stand-alone within the WFS Logistics Team. Once training is complete and processes embedded, you will be expected to share knowledge with the wider team while also absorbing learning other tasks that are completed within the wider team

· Maintaining strong relationships with third-party suppliers, advisers, and internal teams; handling queries via phone, TEAMS, and email.

· Supporting advisers with data input to application forms, data accuracy checks and system inputs

· Conducting anti-money laundering checks, including obtaining additional evidence where required

· Comparing customer data across platform/in-house systems to ensure alignment

· Contributing to procedure reviews, risk management oversight, and root cause analysis of complaints and breaches.

· This role sits within the WFS Logistics Team. The Team is an integral part of WFS Operations, which is the central contact point for both remote workers in the field and departments across Head Office and is therefore able to expose the jobholder to a wide range of functions and opportunities across the Society. The role is constantly evolving, so flexibility and adaptability are essential traits.

What You’ll Bring

· Previous experience in an administrative support role

· Excellent levels of accuracy and attention to detail

· Excellent communication skills

· 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

· CII R01

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.