Point of Sale Technician
Grade: Supervisor/Technician
Managers Name: Danielle Lind
Closing Date: 13/08/2026
Contract Type: 12 month FTC– 35 hours a week
The salary advertised is a guide based on our current reward architecture, the salary offered would be within the salary range for the role. If you are submitting an application for a lateral move, i.e. a move to a role at the same grade, there is no automatic/guaranteed salary increase.
How You’ll Help Shape Brighter Futures with 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.
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.
Growing at 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. With over 35% of our vacancies being filled by internal colleague moves, we are committed to supporting your development within the business.
If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.
Ready to Shape Your Future?
Please discuss you application for this role with line manager before applying for this position, so that we can support your progression and development.
What to Know Before Applying
Please note: We are giving priority interview opportunities to colleagues whose current roles are At Risk of Redundancy. If we receive interest for this role from this group of colleagues who demonstrate the minimum criteria, they will be considered first.
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.