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Brooks Macdonald

Salesforce System Administrator

London Full-Time 42000 - 77000 £ / year (est.) No home office possible

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At a Glance

Tasks: Manage Salesforce user setup, configuration changes, and support queries while ensuring best practices.
Company: Brooks Macdonald is a leading UK wealth management firm focused on investment performance and client service.
Benefits: Enjoy flexible working with three days in the office and two remote, plus a commitment to sustainability.
Why this job: Join a dynamic team, enhance your skills, and contribute to responsible investing in a supportive culture.
Qualifications: Salesforce Admin Certification and experience, with strong relationship-building and analytical skills required.
Other info: We value diversity and encourage applications from all backgrounds, promoting equal opportunities.

The predicted salary is between 42000 - 77000 £ per year.

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Head of Talent Acquisition at Brooks Macdonald

Brooks Macdonald are looking for a Salesforce System Administrator to join our Sales Enablement team in London.

We are in the infancy of utilising the Salesforce platform and we are looking to build out our support model and skill set in house, as well as our future roadmap in line with business requirements.

The Salesforce System Administrator will possess a good understanding of the platform and understand both our current setup and business objectives to quickly identify areas of improvement. They should be comfortable with change management and governance, as well as communicating, prioritising, and managing their workload. The ideal candidate will be happy liaising with stakeholders at all levels, with the ability to translate technical information into less complex terms and clearly explain design options and their potential impact.

Role Responsibilities:

Support with all aspects of user and license management, including new user setup and deactivation, roles, profiles, permissions, public groups and sharing rules
Responsible for Salesforce configuration changes, including (but not limited to) Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
Work with Salesforce Product owner on business requirements, proposing technical solutions and ensuring best practice is applied
Ensure structured framework and processes used to manage and control the development, testing, and deployment of applications and configuration
Ensure Salesforce is kept ‘clean’ by monitoring and managing duplicate data, unused reports, unused fields
Assume responsibility for consumption of Release Notes and impact of updates to business processes
Assume responsibility for Sandbox environment management
Ensure all user queries regarding Salesforce are prioritised and attended to in a timely manner
Coordinate, as required, to resolve system issues, identify trends and root causes, develop plans for long term remediation of repeat issues, and work closely with stakeholders to deliver in an appropriate timeframe
Assist with ‘Salesforce Champion’ training and support
Create knowledge share resources and work with both Tech Services and Front Office development team to build out skill sets in-house
Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Experience Required:

Holder of Salesforce Admin Certification
Demonstrable Salesforce System Admin experience, ideally within Financial Services
A proactive attitude towards platform enhancements and a desire to implement best practice solutions
Enthusiasm for continued personal and professional development
Excellent relationship-building skills and the ability to liaise with stakeholders at all levels
Ability to analyse, interpret and assimilate information

About Brooks Macdonald

Brooks Macdonald Group plc is one of the UK\’s leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our guiding principles underpin our culture and are at the heart of everything we do:

we do the right thing
we are connected
we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients. We’re committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.

Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance and Information Technology
Industries

Financial Services, Investment Management, and Investment Advice

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