At a Glance
- Tasks: Administer Salesforce CRM, implement solutions, and ensure user satisfaction in a financial services setting.
- Company: Join a leading financial services company specialising in wealth management after a major merger.
- Benefits: Enjoy a competitive salary of £60-70k, plus bonuses and career growth opportunities.
- Other info: This role requires an EU work permit and offers remote work flexibility.
- Why this job: Be part of a large-scale digital transformation and make a real impact in the financial sector.
- Qualifications: 5+ years of Salesforce admin experience and relevant certifications required.
The predicted salary is between 60000 - 70000 £ per year.
Salesforce Administrator with 5+ years experience needed for a Financial Services Company specialising in wealth management following a merger of two global brands. This role is part of a large-scale digital transformation, focusing on implementing a new Salesforce Financial Services Cloud solution and migrating legacy data to the new system.
Responsibilities include:
- Administer the Salesforce CRM platform, ensuring optimal performance and user satisfaction.
- Gather requirements and translate them into effective Salesforce solutions.
- Customize and configure Salesforce features, including workflows, page layouts, reports, dashboards, and other settings.
- Manage Salesforce roles, profiles, sharing rules, workflows, and groups.
- Implement enhancements like custom objects, fields, formulas, workflows, and approval processes.
- Maintain data integrity and security, complying with best practices.
- Provide user support and training, promoting Salesforce adoption.
- Stay updated with Salesforce releases and advise stakeholders on potential improvements.
Qualifications:
- 5+ years of Salesforce administration experience.
- Experience with Salesforce Financial Services Cloud.
- Salesforce Administrator certification required; platform app builder certification preferred.
- Experience implementing Salesforce Financial Services Cloud, understanding components like financial modelling, client lifecycle management, and compliance.
- Strong problem-solving skills and ability to develop custom solutions.
- Excellent communication and stakeholder management skills.
- Proficiency in aligning Salesforce solutions with financial industry regulations.
Benefits include a salary of £60-70k, plus bonus and benefits. Join a growing organization with career opportunities within a global firm. Please contact us directly for more info or click apply for immediate consideration.
Salesforce Administrator - Financial Services Cloud in London employer: Claremont Consulting
Join a leading financial services company in London that is committed to fostering a dynamic and inclusive work culture. With a focus on employee growth, you will have access to extensive training and development opportunities as part of a large-scale digital transformation project. Enjoy competitive salaries, bonuses, and the chance to be part of a global firm that values innovation and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce Administrator - Financial Services Cloud in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Claremont Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Salesforce Administrator - Financial Services Cloud in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Claremont Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Claremont Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Claremont Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Claremont Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Claremont Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Claremont Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
