Point of Sale Technician - #2104184

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’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 as a Point of Sale Technician

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.

Your Impact

Here’s how you’ll make 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.

What You’ll Bring

• 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.

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.