Oversight Technician

Wesleyan Group; Birmingham; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Annual bonus

28 days holiday

Flexible hybrid working

Company pension scheme

Free underground Birmingham parking

Salary sacrifice schemes (PMI, EV Leas

Enhanced family leave

Volunteering days

Job summary

Wesleyan invites an Oversight Technician to join our hybrid team in Birmingham, working 2 days in the office weekly. The role focuses on daily oversight, customer and adviser interactions, and data-driven regulatory reporting.

You will support WUTM oversight with strong analytical and communication skills, ensuring compliance with FCAConsumer Duty and financial regulations while collaborating with internal teams.

Qualifications

• Excellent communication skills, verbal and written.
• Strong numerical and problem-solving abilities.
• Able to work independently and with others, with a positive attitude to change.
• Assertive and confident in meetings; takes ownership and accountability.
• Well-organised with the ability to prioritise under tight deadlines.
• Experience with QA methods and root cause analysis.
• Proficient in Microsoft Excel for data analysis and reporting.
• Knowledge of FCA Consumer Duty and financial regulations.

Responsibilities

• Support day-to-day WUTM oversight activities, ensuring processes and controls meet regulatory requirements.
• Provide technical product support for WFS, SS&C, HSBC, State Street, and tied-advisers; resolve queries.
• Monitor service delivery, incidents, breaches, risks and customer outcomes.
• Produce and analyse data for WUTM performance reporting including KPIs and breach/complaint data.
• Assist with regulatory assessments through data preparation and evidence gathering.
• Maintain process notes, procedures and controls documentation; support continuous improvement.
• Log feedback, incidents and actions; ensure escalation and resolution.
• Attend monthly governance meetings and WUTM-related groups.

Skills

Communication

Numerical skills

Problem-solving

Initiative

Team collaboration

Attention to detail

Data analysis

Time management

Regulatory knowledge

Education

Regulated Financial Services Operations certificate

Tools

Microsoft Excel

Job description

Oversight Technician

Salary: Up to £32,200, based on skills and experience
Contract Type: Perm – 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’reproud to continue that mission with passion and purpose. Ifyou’relooking for a role where yourexpertisemakes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity,we’dlove to hear from you.
Find out more about who we are: careers.wesleyan.co.uk

Make a Difference

This role is responsible forsupporting the management of daily operational and oversight activity, whilst also havinginteractions with customers, third party administrators and financial advisors (tied) daily. Additionally, your workwill be channelled through emails, Teams, phone calls and workflow system.

Your Impact

Here’showyou’llmake a difference:

• Support the delivery of day-to-day WUTM oversight activities, ensuring processes, controls and regulatory requirements are met.
• Act as a key contact and provide technical product support for WFS, SS&C, HSBC, State Street (and any other delegates), as well as tied-advisers (WFS) and other internal stakeholders, resolving queries and escalating issues where appropriate.
• Complete operational oversight, including monitoring service delivery, incidents, breaches, risks and customer outcomes.
• Produce and maintain customer and adviser communications, operational records and management information.
• Produce and analyse data to exceptional standard to support completion of WUTM performance reporting, including KPIs, breach, complaint, sales and other performance relating data.
• Analyse and validate data to ensure accuracy, identify trends and support regulatory and Consumer Duty requirements.
• Support quality assurance reviews, audits and regulatory assessments through data preparation and evidence gathering.
• Maintain process notes, procedures and controls documentation, supporting continuous improvement initiatives.
• Log and track feedback, incidents, breaches and actions, ensuring appropriate escalation and resolution.
• Manage administrative activities, including inbox management, third-party system updates and payment processing.
• Build effective working relationships with suppliers, advisers and internal stakeholders to support positive customer outcomes and service delivery.
• Attend, and take actions/minutes as required, monthly service reviews, WUTM Oversight and Governance meeting, Customer Outcomes Working Group, CASS Oversight Group and any other WUTM-specific meetings as required.

What You’ll Bring

• Excellent communication skills (verbal and written) with the ability to communicate clearly and concisely.
• Strong numerical and problem-solving skills for conducting and verifying complex calculations with excellent attention to detail.
• Ability to work on own initiative but able to collaborate with others when required with a positive attitude towards change.
• Assertive and confident in contributing and challenging within meetings and discussions where required. Takes ownership of work/accountability.
• Well organised and pro-active with the ability to prioritise work well when working to tight deadlines and managing expectations.
• Experience of working with quality assurance methods and tools including root cause analysis, and process assessments.
• Proficient in Microsoft software, ideally with the ability to analyse data and produce reports to a high standard within Excel.
• Be able to demonstrate a working knowledge of financial products in particular investment products.
• Experience working within a Financial Services operation, with a strong understanding of FCA Consumer Duty, financial regulations and compliance standards.
• Holds a certificate in Regulated Financial Services Operations or is committed to achieving one within 24 months of starting the role.

Benefits That Work for You

We believe rewards should reflect the life you live.Here’swhat 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.

Why Wesleyan?

We’rebuilding a culture where everyone belongs. Diversityisn’tjust a policy—it’spart of who we are. Whatever your background, we want you to feel valued and empowered to thrive. We’reproud supporters of the ABI Making Flexible Work campaign, which meanswe’reopen to discussing flexible working, job shares, and part-time options.
If you need reasonable adjustments during the recruitment process, just let us know—we’rehere to support you.

What to Know Before Applying

• Right to Work:We’reunable to provide VISA sponsorship, soyou’llneed 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.