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SRC Administrator

Wesleyan


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 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: About Wesleyan 

Make a Difference
The 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 completion.
Your Impact
Here's how you'll make a difference: 

  • Ensure timely and accurate completion of all key administration tasks, working alongside other members of the SRC department 
  • To handle all queries from FCs, via email and a dedicated telephone line, together with queries referred on by members of SRC 
  • To liaise with third party product providers to obtain up to date information in relation to policies owned by clients of the Group 
  • To provide support to the appointment booking process as required 
  • To regularly communicate with SRC and Financial Consultants managing expectations appropriately  
  • To adhere to SLAs ensuring case is fully prepared in advance of appointments 
  • To liaise with servicing departments, both internal and external, in order to obtain relevant supporting information. 
  • To be fully competent in the use of CRM to update policy information with correct values and policy information 
  • To be able to identify common issues, contributing to the development of longer term solutions, training, documenting processes and system training  
  • To regularly review performance compared to SLA's and discuss and agree actions with Administration Team Leader to address any shortfalls or training requirements 
  • To redefine processes and procedures to ensure maximum efficiency and effectiveness 
  • To 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 expectations 
  • Undertake such other tasks and projects as may be required from time to time  
  • Ensure that all processes comply with Society guidelines in respect of Data Protection, Information Security, Money Laundering and GDPR 
  • To handle incoming client calls to support the appointment booking process 
  • To handle the WFS Periodic Charges Statement calls on an annual basis 

What You'll Bring

  • Able to plan, prioritise and organise workload, consistently working within service standards and agreed objectives 
  • Excellent levels of accuracy and attention to detail even when working under pressure 
  • Strong administration skills 
  • Good understanding of Excel and Word 
  • Able to work with others to achieve goals and objectives 
  • Customer Service focused 
  • Continuous Improvement skills 

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.

To apply for this job please visit www.reed.co.uk.

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