Point of Sale Technician

Point of Sale Technician

Salary: £27,440

Contract Type: 12 month FTC– 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

As a Point of Sale Technician, you will play a key role within the Advice and Operations function, supporting both field-based and head office teams with technical queries relating to the Customer Relationship Management and Point of Sale systems, as well as the wider financial advice process. Acting as a subject matter expert, you will help ensure advisers and colleagues can deliver a seamless customer experience by providing system support, resolving technical issues, and driving continuous improvements.

You will also contribute to system enhancements, change initiatives, and business transformation projects, ensuring any updates are effectively implemented and do not adversely impact advisers, customers, or the advice process.

Here’showyou’llmake a difference:

• Act as the first point of contact for advisers and internal teams, providing expert support for Point of Sale systems, Customer Relationship Management tools, and advice process queries.
• Investigate, diagnose, and resolve technical and process-related issues, working closely with technology and business teams to ensure prompt and effective outcomes.
• Build strong relationships with key stakeholders across the business to support system enhancements, manage change, and improve the adviser experience.
• Monitor and manage incidents, service requests, and system performance, ensuring service standards are met and recurring issues are identified and addressed.
• Provide training, onboarding, and ongoing support to advisers, helping them make the most of business systems and processes.
• Produce and maintain client illustrations, business reports, management information, and key operational data to support business performance and decision-making.
• Contribute to business transformation projects, system upgrades, and new initiatives by providing subject matter expertise and ensuring minimal disruption to advisers and customers.
• Drive continuous improvement by reviewing processes, maintaining documentation, sharing best practice, and identifying opportunities to enhance efficiency and service delivery.

• Strong proficiency in Microsoft Excel, Word, and databases, with the ability to work confidently with data and business systems.
• Excellent analytical and problem-solving skills, with the ability to investigate issues, identify root causes, and implement effective solutions.
• A high level of accuracy and attention to detail, ensuring work is completed to a consistently high standard.
• Strong organisational skills and the ability to prioritise workloads effectively within a fast-paced and changing environment.
• Excellent communication and stakeholder management skills, with the confidence to work across both business and technical teams.
• A proactive and continuous improvement mindset, with a focus on enhancing processes, systems, and customer outcomes.
• A collaborative team player who enjoys supporting colleagues, sharing knowledge, and building positive working relationships.
• Experience of customer relationship management systems, point of sale technology, financial services, or advice processes would be advantageous, as would knowledge of information technology service management principles or a financial planning qualification.

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…