Administrator

Wesleyan is a financial services organization established in 1841, dedicated to helping professionals secure their financial futures. The WFS Platform Support Administrator role involves supporting staff by establishing strong stakeholder relationships, maintaining processes related to the WesInvest Hub, and resolving issues as they arise.

Responsibilities

• 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

Skills

• 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)
• Understanding of the WFS Advice Process
• CII R01
• Ideally, some knowledge of investments, pensions, UCITS, unit trusts, With Profits funds, or SIPPs
• Knowledge of Financial Services Industry

Benefits

• 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.

Company Overview