SRC Administrator

Wesleyan Group; Birmingham; Hybrid; GBP 15,000 - 24,000; Full time

Benefits offered by this job

Annual bonus

Flexible hybrid working

Company pension scheme

Underground parking in Birmingham city

Salary sacrifice schemes (PMI, EV Leas

Two volunteering days

Enhanced family leave

Job summary

Wesleyan in Birmingham is seeking an SRC Administrator to provide administration support to the Support Relationship Coordinators, Financial Consultants, Field Support team and Inbound Callers. You will manage queries, liaise with third party providers, and ensure CRM policy data is accurate.

The role requires strong organisational skills, attention to detail, and proficiency in Excel and Word. It is a hybrid role with a Birmingham office, 35 hours per week, and a 12-month fixed term contract,

Qualifications

• Able to plan, prioritise and organise workload within service standards and objectives.
• Excellent levels of accuracy and attention to detail, even under pressure.
• Good understanding of Excel and Word.
• Able to work with others to achieve goals and objectives.
• Customer Service focused.

Responsibilities

• Provide administration support to the SRC department and related teams.
• Handle queries from Financial Consultants and inbound callers via email/phone.
• Liaise with third party product providers for up-to-date policy information.
• Support appointment booking processes and SLA management.
• Update CRM with accurate policy information and values.
• Identify recurring issues and contribute to process improvements.

Skills

Planning & prioritisation

Attention to detail

Customer service

Teamwork

Time management

Tools

Excel

Word

Job description

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’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: 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’showyou’llmake a difference:

• Ensuretimelyandaccuratecompletion 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 asrequired
• 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 toobtain 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 toidentifycommon issues, contributing to the development oflonger termsolutions, training, documentingprocessesand 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 isappropriate tohand 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 berequiredfrom time to time
• Ensure that all processescomply withSociety 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

WhatYou’llBring

• 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
• Good understanding of Excel and Word
• Able to work with others to achieve goals andobjectives
• Customer Service focused

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.

Discover the full range of benefits: Wesleyan Careers Rewards

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.