SRC Administrator Job Birmingham area,England UK,Administrative/Clerical

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 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 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 term solutions, 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 is appropriate 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 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
Good understanding of Excel and Word
Able to work with others to achieve goals and objectives
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…