At a Glance
- Tasks: Support WFS staff by optimising processes and resolving issues with the WesInvest Hub.
- Company: Join Wesleyan, a trusted financial services provider since 1841.
- Benefits: Up to £32,200 salary, annual bonus, 28 days holiday, and flexible hybrid working.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact while collaborating in a culture of innovation and integrity.
- Qualifications: Experience in administrative support, attention to detail, and teamwork skills required.
The predicted salary is between 32200 - 32200 £ per year.
Salary: Up to £32,200, 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
Shape Brighter Futures with Wesleyan. Established in 1841, Wesleyan helps 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.
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 build strong working relationships with both the field and head office teams. Support colleagues in other roles, providing feedback as appropriate. Oversee 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 mail merge.
- 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.
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.
WFS Platform Support Technician in Birmingham employer: Wesleyan
Wesleyan is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions directly impact the financial futures of trusted professionals. With flexible hybrid working arrangements, generous holiday allowances, and a commitment to employee growth through diverse opportunities, Wesleyan ensures that every team member feels valued and empowered. Located in Birmingham, the company also offers unique benefits such as free secure parking and enhanced family leave, making it an attractive place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land WFS Platform Support Technician in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Wesleyan. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace WFS Platform Support Technician in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Wesleyan.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Wesleyan's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Wesleyan
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Wesleyan.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Wesleyan will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Wesleyan employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
