Cooper Parry
Derby, Derbyshire
About the role Are you a problem-solver who can proactively identify improvements? Are you organised and detail focused, able to manage competing priorities and work with business users at various levels? We are looking for a Junior Salesforce Administrator to support the ongoing configuration, maintenance and improvement of our Salesforce platform. This role is suited to someone with solid Salesforce administration experience who can manage day-to-day platform requests, support users, configure changes and contribute to continuous improvement. The successful candidate will be confident working with stakeholders, understanding business needs and delivering safe, well-tested Salesforce changes. This is not an entry-level role. We are looking for someone who can work independently on standard administration tasks and contribute to larger change initiatives with guidance from Architects and senior members of the team. You ll be getting involved with a range of tasks and responsibilities, including; Managing Salesforce configuration changes, including fields, page layouts, record types, permissions, flows and validation rules Supporting users with Salesforce queries, issues and requests Maintaining user access, roles, profiles, permission sets, public groups and queues Building and maintaining reports, dashboards and list views Supporting data quality activities, including duplicate management, data updates and data clean-up Working with business stakeholders to understand requirements and propose appropriate Salesforce solutions Supporting testing of Salesforce changes, including preparation of test scenarios and validation of outcomes Assisting with release activities, change control and deployment preparation Documenting configuration changes, support processes and user guidance Monitoring platform usage and identifying opportunities for improvement Working closely with Developers, Architects and Business Analysts on project delivery About you At Cooper Parry, we re in it together. All we ask of our people is that they play all in. You ll continuously strive to keep learning whether you re a trainee or a Partner and you ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP. In addition to those core values, as a Junior Salesforce Administrator you should also have; Handled business as usual (BAU) Salesforce administration activities Strong understanding of Salesforce configuration and administration Experience managing users, permissions, roles, profiles and permission sets Experience building and maintaining Salesforce Flows Good understanding of Salesforce data model, objects, fields and relationships Ability to create reports and dashboards for business users Good understanding of data quality, imports, exports and bulk updates Experience supporting users and resolving Salesforce issues Familiarity with change management and deployment processes Able to gather requirements and convert them into practical Salesforce configuration Proven ability to take ownership of issues through to resolution Understanding of the importance of governance, documentation and controlled change. It would also be handy (but not essential) to have; Salesforce Administrator certification Platform App Builder certification Experience with Sales Cloud, Service Cloud, Experience Cloud or Financial Services Cloud Experience with Certinia, Data Loader, DevOps tooling or sandbox management Awareness of integrations and how Salesforce connects with other business systems About us We ve been dubbed the rebels of accountancy . We re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service free from unnecessary red tape. Check out our recent achievements: Best Companies No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK Became B Corp Certified in 2023 and we re still the UK s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow Achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you re given the trust and autonomy to work in a way that best suits you, you ll produce amazing results. That s why we offer things like: A flexible approach to work - balancing working from home, in office or with clients A generous holiday entitlement An enhanced parental leave policy An enhanced pension scheme No dress code just wear something! A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health Volunteering opportunities to work closer with local communities and charities Cooper Parry social/sports clubs Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we ll work with you to ensure you have everything you need to develop your skills and achieve your best. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process. For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.
About the role Are you a problem-solver who can proactively identify improvements? Are you organised and detail focused, able to manage competing priorities and work with business users at various levels? We are looking for a Junior Salesforce Administrator to support the ongoing configuration, maintenance and improvement of our Salesforce platform. This role is suited to someone with solid Salesforce administration experience who can manage day-to-day platform requests, support users, configure changes and contribute to continuous improvement. The successful candidate will be confident working with stakeholders, understanding business needs and delivering safe, well-tested Salesforce changes. This is not an entry-level role. We are looking for someone who can work independently on standard administration tasks and contribute to larger change initiatives with guidance from Architects and senior members of the team. You ll be getting involved with a range of tasks and responsibilities, including; Managing Salesforce configuration changes, including fields, page layouts, record types, permissions, flows and validation rules Supporting users with Salesforce queries, issues and requests Maintaining user access, roles, profiles, permission sets, public groups and queues Building and maintaining reports, dashboards and list views Supporting data quality activities, including duplicate management, data updates and data clean-up Working with business stakeholders to understand requirements and propose appropriate Salesforce solutions Supporting testing of Salesforce changes, including preparation of test scenarios and validation of outcomes Assisting with release activities, change control and deployment preparation Documenting configuration changes, support processes and user guidance Monitoring platform usage and identifying opportunities for improvement Working closely with Developers, Architects and Business Analysts on project delivery About you At Cooper Parry, we re in it together. All we ask of our people is that they play all in. You ll continuously strive to keep learning whether you re a trainee or a Partner and you ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP. In addition to those core values, as a Junior Salesforce Administrator you should also have; Handled business as usual (BAU) Salesforce administration activities Strong understanding of Salesforce configuration and administration Experience managing users, permissions, roles, profiles and permission sets Experience building and maintaining Salesforce Flows Good understanding of Salesforce data model, objects, fields and relationships Ability to create reports and dashboards for business users Good understanding of data quality, imports, exports and bulk updates Experience supporting users and resolving Salesforce issues Familiarity with change management and deployment processes Able to gather requirements and convert them into practical Salesforce configuration Proven ability to take ownership of issues through to resolution Understanding of the importance of governance, documentation and controlled change. It would also be handy (but not essential) to have; Salesforce Administrator certification Platform App Builder certification Experience with Sales Cloud, Service Cloud, Experience Cloud or Financial Services Cloud Experience with Certinia, Data Loader, DevOps tooling or sandbox management Awareness of integrations and how Salesforce connects with other business systems About us We ve been dubbed the rebels of accountancy . We re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service free from unnecessary red tape. Check out our recent achievements: Best Companies No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK Became B Corp Certified in 2023 and we re still the UK s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow Achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you re given the trust and autonomy to work in a way that best suits you, you ll produce amazing results. That s why we offer things like: A flexible approach to work - balancing working from home, in office or with clients A generous holiday entitlement An enhanced parental leave policy An enhanced pension scheme No dress code just wear something! A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health Volunteering opportunities to work closer with local communities and charities Cooper Parry social/sports clubs Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we ll work with you to ensure you have everything you need to develop your skills and achieve your best. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process. For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.
Artemis Recruitment Consultants Ltd
Brighton, Sussex
Junior Wealth Management Administrator Location: Brighton, East Sussex Job Type: Full-time, Permanent Working Pattern: Office-based Salary: £27,000 - £30,000 + Pension About the Role An exciting opportunity has arisen for a Junior Wealth Management Administrator to join a small, boutique-style financial advisory practice based in Brighton. The business provides financial advice to both local and national clients across areas including pensions, investments, tax planning and protection . Having grown organically over the past 12 years, the practice has built a loyal client base and continues to develop. Working closely with the Financial Adviser and two owner-Directors, you will provide a broad range of administrative and client support, helping to ensure the smooth running of the practice and delivering a professional service to clients. This would suit an experienced Financial Services Administrator, IFA Administrator or Wealth Management Administrator looking to develop their career within a friendly and forward-thinking practice. Key Responsibilities Welcome clients ahead of meetings with the Financial Adviser. Manage the Adviser's diary, including arranging and coordinating client appointments. Prepare client Welcome Packs and Review Packs. Input and maintain accurate client information on the firm's back-office and CRM systems. Obtain online quotations and illustrations from product providers. Prepare and attach pre- and post-sale documentation, including client identification documents. Process applications accurately and efficiently. Prepare and issue Letters of Authority to other financial organisations and follow up as required. Process fund switches and withdrawal requests. Draft basic suitability reports for reviews, fund switches, straightforward investment and pension advice, and top-ups. Provide general administrative support to the Adviser, including filing, scanning, photocopying and document management. Liaise professionally with clients, product providers and other internal and external contacts by telephone and email. Produce investment performance charts using FE Analytics and assist with critical yield and charges comparison calculations. Support the Partners with client events and other practice activities. Help maintain appropriate office, stationery and kitchen supplies. Assist with the smooth running of the day-to-day operations of the practice. Maintain appropriate technical knowledge and competence for the role. Undertake any other relevant duties as required by the Directors. About You The successful candidate will ideally have: Previous experience in an administration or PA role within a Financial Advice, IFA or Wealth Management business - essential . Previous experience working within a St. James's Place Partner Practice would be advantageous. Good knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint. Experience using CRM or client management systems such as Salesforce would be beneficial. Confidence using social media for business purposes, particularly LinkedIn. Excellent face-to-face, telephone and written communication skills. Strong organisational and time-management abilities. Excellent attention to detail and accuracy. A proactive, self-motivated and positive approach to work. The ability to remain calm and organised when managing conflicting priorities. Confidence working independently and using initiative. The ability to work effectively to deadlines and within tight timescales. A flexible and creative approach to problem solving. A genuine desire to develop within a forward-thinking financial planning practice. A professional approach and strong commitment to providing excellent client service. What's on Offer £27,000 - £30,000 basic salary , depending on experience. Pension. Full-time, permanent position. Office-based role in Brighton. Opportunity to work within a small, friendly and established financial advisory practice. Broad exposure to wealth management and financial planning. Opportunity to develop your technical knowledge and career within financial services. Direct support and experience working alongside experienced Financial Advisers and business owners. Apply Now If you have experience within financial services administration and are looking for your next opportunity within Wealth Management , this could be an excellent opportunity to develop your career within an established and growing practice. Apply now to find out more.
Junior Wealth Management Administrator Location: Brighton, East Sussex Job Type: Full-time, Permanent Working Pattern: Office-based Salary: £27,000 - £30,000 + Pension About the Role An exciting opportunity has arisen for a Junior Wealth Management Administrator to join a small, boutique-style financial advisory practice based in Brighton. The business provides financial advice to both local and national clients across areas including pensions, investments, tax planning and protection . Having grown organically over the past 12 years, the practice has built a loyal client base and continues to develop. Working closely with the Financial Adviser and two owner-Directors, you will provide a broad range of administrative and client support, helping to ensure the smooth running of the practice and delivering a professional service to clients. This would suit an experienced Financial Services Administrator, IFA Administrator or Wealth Management Administrator looking to develop their career within a friendly and forward-thinking practice. Key Responsibilities Welcome clients ahead of meetings with the Financial Adviser. Manage the Adviser's diary, including arranging and coordinating client appointments. Prepare client Welcome Packs and Review Packs. Input and maintain accurate client information on the firm's back-office and CRM systems. Obtain online quotations and illustrations from product providers. Prepare and attach pre- and post-sale documentation, including client identification documents. Process applications accurately and efficiently. Prepare and issue Letters of Authority to other financial organisations and follow up as required. Process fund switches and withdrawal requests. Draft basic suitability reports for reviews, fund switches, straightforward investment and pension advice, and top-ups. Provide general administrative support to the Adviser, including filing, scanning, photocopying and document management. Liaise professionally with clients, product providers and other internal and external contacts by telephone and email. Produce investment performance charts using FE Analytics and assist with critical yield and charges comparison calculations. Support the Partners with client events and other practice activities. Help maintain appropriate office, stationery and kitchen supplies. Assist with the smooth running of the day-to-day operations of the practice. Maintain appropriate technical knowledge and competence for the role. Undertake any other relevant duties as required by the Directors. About You The successful candidate will ideally have: Previous experience in an administration or PA role within a Financial Advice, IFA or Wealth Management business - essential . Previous experience working within a St. James's Place Partner Practice would be advantageous. Good knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint. Experience using CRM or client management systems such as Salesforce would be beneficial. Confidence using social media for business purposes, particularly LinkedIn. Excellent face-to-face, telephone and written communication skills. Strong organisational and time-management abilities. Excellent attention to detail and accuracy. A proactive, self-motivated and positive approach to work. The ability to remain calm and organised when managing conflicting priorities. Confidence working independently and using initiative. The ability to work effectively to deadlines and within tight timescales. A flexible and creative approach to problem solving. A genuine desire to develop within a forward-thinking financial planning practice. A professional approach and strong commitment to providing excellent client service. What's on Offer £27,000 - £30,000 basic salary , depending on experience. Pension. Full-time, permanent position. Office-based role in Brighton. Opportunity to work within a small, friendly and established financial advisory practice. Broad exposure to wealth management and financial planning. Opportunity to develop your technical knowledge and career within financial services. Direct support and experience working alongside experienced Financial Advisers and business owners. Apply Now If you have experience within financial services administration and are looking for your next opportunity within Wealth Management , this could be an excellent opportunity to develop your career within an established and growing practice. Apply now to find out more.
