Finance Admin & Salesforce Specialist - Remote Fridays

Finance Admin & Salesforce Specialist - Remote Fridays

Full-Time 30000 - 35000 £ / year (est.) Home office (partial)
Apollo Private Wealth

At a Glance

  • Tasks: Support advisers and clients by managing applications and maintaining records in Salesforce.
  • Company: Apollo Private Wealth, a dynamic firm in Greater London.
  • Benefits: Competitive salary, 24 days holiday, and a health care plan.
  • Other info: Enjoy remote Fridays and a chance for career growth.
  • Why this job: Join a supportive team and make a difference in financial services.
  • Qualifications: Experience in financial services and strong attention to detail required.

The predicted salary is between 30000 - 35000 £ per year.

Apollo Private Wealth, located in Greater London, is seeking a detail-oriented Technical Administrator to support our advisers and clients. The role involves preparing client files, managing applications, and maintaining accurate records in Salesforce.

Successful candidates will demonstrate prior experience in financial services, a keen attention to detail, and the ability to communicate effectively.

A competitive salary of £30,000-£35,000, along with benefits such as 24 days holidays and a health care plan, is offered.

Finance Admin & Salesforce Specialist - Remote Fridays employer: Apollo Private Wealth

Apollo Private Wealth is an exceptional employer that values detail-oriented professionals and fosters a supportive work culture. With remote Fridays, competitive salaries, and generous benefits including 24 days of holiday and a comprehensive healthcare plan, employees are encouraged to thrive both personally and professionally. The company prioritises employee growth, providing opportunities for development within the dynamic financial services sector in Greater London.

Apollo Private Wealth

Contact Details:

Apollo Private Wealth Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Finance Admin & Salesforce Specialist - Remote Fridays

Tip Number 1

Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a role. Sometimes, it's all about who you know, and a friendly nudge can lead to great opportunities.

Tip Number 2

Prepare for those interviews! Research Apollo Private Wealth and understand their values and services. Tailor your answers to show how your experience aligns with their needs, especially in managing applications and using Salesforce.

Tip Number 3

Show off your attention to detail! During interviews or networking chats, share specific examples of how you've maintained accurate records or improved processes in previous roles. This will highlight your fit for the Technical Administrator position.

Tip Number 4

Don't forget to apply through our website! We make it easy for you to submit your application directly, ensuring it gets into the right hands. Plus, you'll find more tips and resources to help you land that dream job!

We think you need these skills to ace Finance Admin & Salesforce Specialist - Remote Fridays

Attention to Detail
Salesforce
Financial Services Experience
Record Management
Client File Preparation
Application Management
Effective Communication

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in financial services and any relevant skills related to Salesforce. We want to see how your background aligns with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Finance Admin & Salesforce Specialist role. We love seeing genuine enthusiasm, so let your personality come through.

Showcase Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us you care!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Apollo Private Wealth!

How to prepare for a job interview at Apollo Private Wealth

Know Your Salesforce Inside Out

Make sure you brush up on your Salesforce skills before the interview. Familiarise yourself with its features, especially those relevant to financial services. Being able to discuss how you've used Salesforce in past roles will show that you're not just a user, but someone who can leverage it effectively.

Showcase Your Attention to Detail

Since the role requires a keen attention to detail, prepare examples from your previous work where this skill was crucial. Whether it’s about managing client files or ensuring accuracy in records, having specific instances ready will demonstrate your capability and fit for the role.

Communicate Clearly and Confidently

Effective communication is key in this position. Practice articulating your thoughts clearly, especially when discussing complex financial concepts. You might even want to do a mock interview with a friend to refine your delivery and ensure you come across as confident and knowledgeable.

Research Apollo Private Wealth

Take some time to learn about Apollo Private Wealth and their approach to client service. Understanding their values and how they operate will help you tailor your answers and show that you’re genuinely interested in being part of their team.