Platform Oversight Senior Administrator in Birmingham

Salary: Up to £27,000 dependent on skills and experience

Permanent

Hybrid working (office based in Birmingham) – Currently 2 days in the office per week

Closing Date: 2nd February 2026

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation's most trusted professions: GPs, hospital doctors, dentists, and teachers.

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

Your role:

Are you organised, tech-savvy, and love keeping things running smoothly? We're looking for a detail-driven problem solver to help us deliver seamless day-to-day operations on the Hubwise platform. In this role, you'll be the go-to person for monitoring platform activities, assigning tasks, and making sure everything ticks along like clockwork. You'll work hand-in-hand with our Platform Oversight Technician and play a key part in keeping our processes sharp and efficient. If you enjoy variety, thrive on collaboration, and like the idea of interacting with customers, third-party administrators, and financial advisors every day, this is the role for you!

What you'll be doing:

• Operational Support: Assist the Platform Oversight Technician and Manager with daily management, data preparation, and reporting for committees.
• Compliance & Governance: Help ensure systems and controls meet regulatory standards (FCA, PRA, HMRC, ICO) and embed any required changes.
• Platform Oversight: Monitor and complete daily platform activities, including handling escalations across Hubwise and related business units.
• Reporting & Quality Assurance: Support regular analysis, data entry, and audits for key processes such as trades, fees, statements, and disclosures.
• Stakeholder Engagement: Maintain strong relationships with third-party suppliers, advisors, and internal teams; handle queries via phone, Teams, and email.
• Communications: Assist in producing and issuing customer and advisor communications for Hubwise.
• Process Improvement: Contribute to procedure reviews, risk management oversight, and root cause analysis of complaints and breaches.
• Advisor Support: Help tied advisors with application forms, data accuracy checks, and system inputs.

Strong communication skills (written and verbal) with excellent attention to detail. Ability to challenge the status quo and bring fresh ideas. Self-motivated, assertive, and accountable with a flexible, organised approach. Positive attitude towards change and a strong customer focus. Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook). Ideally, some knowledge of investments, pensions, UCITS, unit trusts, With Profits funds, or SIPPs.

Annual Performance based Bonus – based on a mixture of company and personal performance

28 days annual leave (plus 1 additional "culture day" & bank holidays) – increases to 30 days with 5 years' service

Company pension scheme - matched plus 2% (up to 10%)

Free secure underground Birmingham city centre parking (available on weekends for personal use – subject to availability)

Cashback and discounts on major brands in retail, leisure, health, and wellbeing

Enhanced maternity & paternity pay

2 volunteering days per year

What to know before applying:

Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone's contribution counts, and we believe everyone has the right to proudly be themselves. We're building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA Sponsorship: We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Advert Closing: We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you'd like to be considered for our opportunities.

Regulatory Requirements: Please note this role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive. Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).