We are looking for support for a Salesforce Technical Lead for a 3-month contract, day rate £400-£450/day inside IR35. This is a majority hybrid role, onsite required once a fortnight. Reporting to the assigned Project / Delivery Lead, the Salesforce Technical Lead will primarily be responsible for working with Clients to define, design a solution which meets the criteria outlined in their Statement of Work, lead a team in the successful delivery of a solution in line with what was sold, and engage with senior stakeholders and end users to analyse and design solutions, provide input into process improvements. Responsibilities & Duties • Perform development reviews for members of the operational team under supervision of the Technical Development Director • Guide Operational Team in both Waterfall and Agile based projects for clients • Facilitate discussions in workshops • Responsible for owning and contributing to the High Level Design for a Project • Own, contribute to and refine the user stories in a project • Plan and execute a Data Migration as part of Project Delivery • Plan and execute a deployment process based on standards as part of Project Delivery • Identify reusable assets (design patterns, principles, technical components) and ensure these are actioned • Support and provide mentorship to all members of your project team Experience and Key Competency Qualities for Success Knowledge / Certifications • Apex Coding • LWC • Aura • Jitterbit or Mulesoft (desirable) • Platform Developer I • Certified App Builder • Certified Administrator
Dec 09, 2025
Contractor
We are looking for support for a Salesforce Technical Lead for a 3-month contract, day rate £400-£450/day inside IR35. This is a majority hybrid role, onsite required once a fortnight. Reporting to the assigned Project / Delivery Lead, the Salesforce Technical Lead will primarily be responsible for working with Clients to define, design a solution which meets the criteria outlined in their Statement of Work, lead a team in the successful delivery of a solution in line with what was sold, and engage with senior stakeholders and end users to analyse and design solutions, provide input into process improvements. Responsibilities & Duties • Perform development reviews for members of the operational team under supervision of the Technical Development Director • Guide Operational Team in both Waterfall and Agile based projects for clients • Facilitate discussions in workshops • Responsible for owning and contributing to the High Level Design for a Project • Own, contribute to and refine the user stories in a project • Plan and execute a Data Migration as part of Project Delivery • Plan and execute a deployment process based on standards as part of Project Delivery • Identify reusable assets (design patterns, principles, technical components) and ensure these are actioned • Support and provide mentorship to all members of your project team Experience and Key Competency Qualities for Success Knowledge / Certifications • Apex Coding • LWC • Aura • Jitterbit or Mulesoft (desirable) • Platform Developer I • Certified App Builder • Certified Administrator
OUR MISSION To become the car-changing destination of choice. By combining technology, media and deep automotive expertise, we've turned how people buy, sell, advertise and lease cars on its head. What started as a simple reviews site is now one of the largest online car-changing destinations in Europe. Last year alone we grew over 50% with nearly £3bn worth of cars bought on site, while £1.8bn of cars were listed for sale through our Sell My Car service. In 2024 we went big and acquired Autovia - creators of AutoExpress and Evo magazines - doubling our audience overnight. Together we now have one of the biggest YouTube channels in the world with almost 10m subscribers and over 1.1 billion annual views, while we sell 1.2 million print copies of our magazines and have an annual web content reach over 350million. And we're a long way from done! BUSINESS Join us on a mission to transform how 300+ commercial and operations professionals work every day - by putting Salesforce at the heart of our business. As part of the Business Innovation team, you won't just maintain a system - you'll contribute the evolution of our internal platform strategy. Your role is to empower teams by removing friction, replacing redundant tools, and ensuring Salesforce becomes a single source of truth for how we operate and grow. We're looking for someone who sees beyond config and code - someone ready to take ownership, drive adoption, and shape the future of our platform. You'll play a key role in bringing every user fully onto Salesforce, embedding best practices, and preparing the business to harness automation and AI at scale. If you're a Salesforce admin - with the vision to drive impact and the skills to bring others with you - this is your opportunity. YOUR MISSION We're looking for a Senior Salesforce Administrator to help us scale our internal platforms and processes as we continue to grow at pace. Sitting within the Business Innovation team, you'll lead the end-to-end delivery of Salesforce initiatives that power our Sales, Customer Experience, and Operations teams. This is a strategic, hands-on role ideal for someone who's confident in breaking down requirements, managing sprint delivery, and translating platform vision into tangible outcomes - all while working closely with senior stakeholders. KEY RESPONSIBILITIES Drive the intake, analysis, and execution of Salesforce change requests - translating business needs into scalable, maintainable solutions. Act as point of contact for complex platform issues, ensuring rapid root-cause resolution and clear communication. Lead the full lifecycle of enhancements: scope requirements, design solutions, configure and build, test, and deploy. Own the configuration of Sales Cloud and/or Service Cloud - including custom objects, automation logic, validation rules, permission structures, and reporting models. Actively manage technical debt and ensure long-term platform scalability. Lead the implementation and optimisation of integrations between Salesforce and internal/external systems to ensure data flows are reliable, secure, and aligned with operational workflows. Lead training sessions and create enablement materials tailored for end users, power users, and stakeholders to drive platform adoption and accountability. Partner with admins, analysts, and developers to plan and deliver cross-functional features across sales, customer operations, and commercial teams. Create and maintain reports, dashboards, and list views to support business reporting needs. Support UAT, bug resolution, and user onboarding for all new platform capabilities. Identify and implement opportunities for process automation using Flow, approval workflows, and custom notifications. KEY REQUIREMENTS Have 5+ years of Salesforce administrator experience, with strong hands-on knowledge of Flows and declarative tools. Understand how to balance technical debt, speed, and clean design in a fast-paced environment. Thrive in cross-functional teams and are comfortable working with stakeholders across sales, operations, and support. Have experience working in agile environments using tools like Asana. Are proactive, pragmatic, and focused on outcomes, not just shipping code. Have a good understanding of process automation tools (e.g., Flows, Validation Rules) and are confident creating robust and scalable solutions to achieve business goals. Are able to create reports, dashboards, and list views for various use cases and business stakeholders. Have Salesforce Administrator Certification or equivalent hands-on credibility. BONUS POINTS Work closely with AI/automation and Ops teams to streamline high-volume or high-touch workflows. Experience in a development capacity, including working with Apex and Lightning Web Components (LWC). Experience supporting Salesforce integrations with other business systems. Additional certifications such as Advanced Administrator and Platform App Builder. INTERVIEW PROCESS Introductory call with our Talent team Technical Interview with the Hiring Manager Case study Interview Values Interview WHAT'S IN IT FOR YOU Competitive comp package 28 days' holiday plus bank holidays, increasing to 35 with length of service, plus extras for house moves, weddings and more! Employee-friendly share options Pension scheme via Royal London - up to 5% company contribution Vitality private healthcare insurance Life Assurance - 4x annual salary Monthly coaching sessions with Spill - our mental wellbeing partner Inclusive parental, partner and shared parental leave including up to 20 weeks' full pay maternity and shared parental leave, and 8 weeks' full partner pay, as well as fertility treatment and pregnancy loss policies Bubble childcare support and discounted nanny fees for little ones 'Work from abroad for a month' annual scheme Generous learning and development budget £500 home office budget Diversity and inclusion is an integral part of our culture. We know that diverse teams are strong teams, so we welcome those with alternative identities, backgrounds, and experiences to apply for this position. We make recruiting decisions based on experience, skills and potential, so all our applicants are treated fairly and equally.
Dec 09, 2025
Full time
OUR MISSION To become the car-changing destination of choice. By combining technology, media and deep automotive expertise, we've turned how people buy, sell, advertise and lease cars on its head. What started as a simple reviews site is now one of the largest online car-changing destinations in Europe. Last year alone we grew over 50% with nearly £3bn worth of cars bought on site, while £1.8bn of cars were listed for sale through our Sell My Car service. In 2024 we went big and acquired Autovia - creators of AutoExpress and Evo magazines - doubling our audience overnight. Together we now have one of the biggest YouTube channels in the world with almost 10m subscribers and over 1.1 billion annual views, while we sell 1.2 million print copies of our magazines and have an annual web content reach over 350million. And we're a long way from done! BUSINESS Join us on a mission to transform how 300+ commercial and operations professionals work every day - by putting Salesforce at the heart of our business. As part of the Business Innovation team, you won't just maintain a system - you'll contribute the evolution of our internal platform strategy. Your role is to empower teams by removing friction, replacing redundant tools, and ensuring Salesforce becomes a single source of truth for how we operate and grow. We're looking for someone who sees beyond config and code - someone ready to take ownership, drive adoption, and shape the future of our platform. You'll play a key role in bringing every user fully onto Salesforce, embedding best practices, and preparing the business to harness automation and AI at scale. If you're a Salesforce admin - with the vision to drive impact and the skills to bring others with you - this is your opportunity. YOUR MISSION We're looking for a Senior Salesforce Administrator to help us scale our internal platforms and processes as we continue to grow at pace. Sitting within the Business Innovation team, you'll lead the end-to-end delivery of Salesforce initiatives that power our Sales, Customer Experience, and Operations teams. This is a strategic, hands-on role ideal for someone who's confident in breaking down requirements, managing sprint delivery, and translating platform vision into tangible outcomes - all while working closely with senior stakeholders. KEY RESPONSIBILITIES Drive the intake, analysis, and execution of Salesforce change requests - translating business needs into scalable, maintainable solutions. Act as point of contact for complex platform issues, ensuring rapid root-cause resolution and clear communication. Lead the full lifecycle of enhancements: scope requirements, design solutions, configure and build, test, and deploy. Own the configuration of Sales Cloud and/or Service Cloud - including custom objects, automation logic, validation rules, permission structures, and reporting models. Actively manage technical debt and ensure long-term platform scalability. Lead the implementation and optimisation of integrations between Salesforce and internal/external systems to ensure data flows are reliable, secure, and aligned with operational workflows. Lead training sessions and create enablement materials tailored for end users, power users, and stakeholders to drive platform adoption and accountability. Partner with admins, analysts, and developers to plan and deliver cross-functional features across sales, customer operations, and commercial teams. Create and maintain reports, dashboards, and list views to support business reporting needs. Support UAT, bug resolution, and user onboarding for all new platform capabilities. Identify and implement opportunities for process automation using Flow, approval workflows, and custom notifications. KEY REQUIREMENTS Have 5+ years of Salesforce administrator experience, with strong hands-on knowledge of Flows and declarative tools. Understand how to balance technical debt, speed, and clean design in a fast-paced environment. Thrive in cross-functional teams and are comfortable working with stakeholders across sales, operations, and support. Have experience working in agile environments using tools like Asana. Are proactive, pragmatic, and focused on outcomes, not just shipping code. Have a good understanding of process automation tools (e.g., Flows, Validation Rules) and are confident creating robust and scalable solutions to achieve business goals. Are able to create reports, dashboards, and list views for various use cases and business stakeholders. Have Salesforce Administrator Certification or equivalent hands-on credibility. BONUS POINTS Work closely with AI/automation and Ops teams to streamline high-volume or high-touch workflows. Experience in a development capacity, including working with Apex and Lightning Web Components (LWC). Experience supporting Salesforce integrations with other business systems. Additional certifications such as Advanced Administrator and Platform App Builder. INTERVIEW PROCESS Introductory call with our Talent team Technical Interview with the Hiring Manager Case study Interview Values Interview WHAT'S IN IT FOR YOU Competitive comp package 28 days' holiday plus bank holidays, increasing to 35 with length of service, plus extras for house moves, weddings and more! Employee-friendly share options Pension scheme via Royal London - up to 5% company contribution Vitality private healthcare insurance Life Assurance - 4x annual salary Monthly coaching sessions with Spill - our mental wellbeing partner Inclusive parental, partner and shared parental leave including up to 20 weeks' full pay maternity and shared parental leave, and 8 weeks' full partner pay, as well as fertility treatment and pregnancy loss policies Bubble childcare support and discounted nanny fees for little ones 'Work from abroad for a month' annual scheme Generous learning and development budget £500 home office budget Diversity and inclusion is an integral part of our culture. We know that diverse teams are strong teams, so we welcome those with alternative identities, backgrounds, and experiences to apply for this position. We make recruiting decisions based on experience, skills and potential, so all our applicants are treated fairly and equally.
OUR MISSION To become the car-changing destination of choice. By combining technology, media and deep automotive expertise, we've turned how people buy, sell, advertise and lease cars on its head. What started as a simple reviews site is now one of the largest online car-changing destinations in Europe. Last year alone we grew over 50% with nearly £3bn worth of cars bought on site, while £1.8bn of cars were listed for sale through our Sell My Car service. In 2024 we went big and acquired Autovia - creators of AutoExpress and Evo magazines - doubling our audience overnight. Together we now have one of the biggest YouTube channels in the world with almost 10m subscribers and over 1.1 billion annual views, while we sell 1.2 million print copies of our magazines and have an annual web content reach over 350million. And we're a long way from done! BUSINESS Join us on a mission to transform how 300+ commercial and operations professionals work every day - by putting Salesforce at the heart of our business. As part of the Business Innovation team, you won't just maintain a system - you'll contribute the evolution of our internal platform strategy. Your role is to empower teams by removing friction, replacing redundant tools, and ensuring Salesforce becomes a single source of truth for how we operate and grow. We're looking for someone who sees beyond config and code - someone ready to take ownership, drive adoption, and shape the future of our platform. You'll play a key role in bringing every user fully onto Salesforce, embedding best practices, and preparing the business to harness automation and AI at scale. If you're a Salesforce admin - with the vision to drive impact and the skills to bring others with you - this is your opportunity. YOUR MISSION We're looking for a Junior Salesforce Administrator to help us scale our internal platforms and processes as we continue to grow at pace. Sitting within the Business Innovation team, you'll help the end-to-end delivery of Salesforce initiatives that power our Sales, Customer Experience, and Operations teams. This is a strategic, hands on role - all while working closely with senior stakeholders. KEY RESPONSIBILITIES Act as first line support for Salesforce users, handling day to day questions, access requests, and minor issues, and escalating more complex problems with clear context and reproductions steps. Support the intake and triage of Salesforce change requests, helping capture requirements, define acceptance criteria, and maintain clear ticket updates. Maintain core Salesforce configuration across Sales Cloud and or Service Cloud, including fields, page layouts, record types, validation rules, picklists, and basic permission structures (profiles, permission sets, roles) under guidance. Create and maintain reports, dashboards, and list views to support sales and operations reporting needs, and help users self serve through clear documentation. Own data quality routines: monitoring data hygiene, assisting with imports and updates (where appropriate), identifying duplicates, and flagging data issues and trends. Support user onboarding and adoption: contribute to enablement materials (how to guides, FAQs, release notes), and assist with training sessions for new joiners and existing teams. Assist UAT and release readiness for new features: coordinate testing feedback, log defects, validate fixes, and support post release checks. Implement small process improvements and basic automation using Flow and standard approvals, following team patterns and getting reviews for higher impact changes. Contribute to continuous improvement by documenting existing processes, highlighting technical debt, and suggesting pragmatic enhancements that reduce manual work. KEY REQUIREMENTS 1 to 2+ years of Salesforce administration experience (or equivalent hands on experience) supporting business users. Comfortable with Salesforce fundamentals: objects, fields, page layouts, record types, validation rules, and permissions (profiles, permission sets, roles). Working knowledge of Salesforce reporting (reports, dashboards, list views) and the ability to translate stakeholder questions into useful outputs. Basic to intermediate experience with Salesforce Flow, with an understanding of safe change practices (testing, documentation, change control). Strong attention to detail and a structured approach to ticket handling, prioritisation, and stakeholder updates. Experience working with task and delivery tools (e.g., Asana, Jira, or similar) and following a support or agile workflow. Clear communicator who enjoys helping others and improving day to day ways of working. BONUS POINTS Salesforce Administrator Certification (preferred) or actively working towards it. Exposure to data management practices (imports, deduplication, validation, field mapping). Familiarity with sandbox vs production ways of working and basic release processes. Awareness of integrations and data sync concepts (monitoring, field mapping issues), even if not building integrations. INTERVIEW PROCESS Introductory call with our Talent team Technical Interview with the Hiring Manager Case study Interview Values Interview WHAT'S IN IT FOR YOU Competitive comp package 28 days' holiday plus bank holidays, increasing to 35 with length of service, plus extras for house moves, weddings and more! Employee-friendly share options Pension scheme via Royal London - up to 5% company contribution Vitality private healthcare insurance Life Assurance - 4x annual salary Monthly coaching sessions with Spill - our mental wellbeing partner Inclusive parental, partner and shared parental leave including up to 20 weeks' full pay maternity and shared parental leave, and 8 weeks' full partner pay, as well as fertility treatment and pregnancy loss policies Bubble childcare support and discounted nanny fees for little ones 'Work from abroad for a month' annual scheme Generous learning and development budget £500 home office budget Diversity and inclusion is an integral part of our culture. We know that diverse teams are strong teams, so we welcome those with alternative identities, backgrounds, and experiences to apply for this position. We make recruiting decisions based on experience, skills and potential, so all our applicants are treated fairly and equally.
Dec 09, 2025
Full time
OUR MISSION To become the car-changing destination of choice. By combining technology, media and deep automotive expertise, we've turned how people buy, sell, advertise and lease cars on its head. What started as a simple reviews site is now one of the largest online car-changing destinations in Europe. Last year alone we grew over 50% with nearly £3bn worth of cars bought on site, while £1.8bn of cars were listed for sale through our Sell My Car service. In 2024 we went big and acquired Autovia - creators of AutoExpress and Evo magazines - doubling our audience overnight. Together we now have one of the biggest YouTube channels in the world with almost 10m subscribers and over 1.1 billion annual views, while we sell 1.2 million print copies of our magazines and have an annual web content reach over 350million. And we're a long way from done! BUSINESS Join us on a mission to transform how 300+ commercial and operations professionals work every day - by putting Salesforce at the heart of our business. As part of the Business Innovation team, you won't just maintain a system - you'll contribute the evolution of our internal platform strategy. Your role is to empower teams by removing friction, replacing redundant tools, and ensuring Salesforce becomes a single source of truth for how we operate and grow. We're looking for someone who sees beyond config and code - someone ready to take ownership, drive adoption, and shape the future of our platform. You'll play a key role in bringing every user fully onto Salesforce, embedding best practices, and preparing the business to harness automation and AI at scale. If you're a Salesforce admin - with the vision to drive impact and the skills to bring others with you - this is your opportunity. YOUR MISSION We're looking for a Junior Salesforce Administrator to help us scale our internal platforms and processes as we continue to grow at pace. Sitting within the Business Innovation team, you'll help the end-to-end delivery of Salesforce initiatives that power our Sales, Customer Experience, and Operations teams. This is a strategic, hands on role - all while working closely with senior stakeholders. KEY RESPONSIBILITIES Act as first line support for Salesforce users, handling day to day questions, access requests, and minor issues, and escalating more complex problems with clear context and reproductions steps. Support the intake and triage of Salesforce change requests, helping capture requirements, define acceptance criteria, and maintain clear ticket updates. Maintain core Salesforce configuration across Sales Cloud and or Service Cloud, including fields, page layouts, record types, validation rules, picklists, and basic permission structures (profiles, permission sets, roles) under guidance. Create and maintain reports, dashboards, and list views to support sales and operations reporting needs, and help users self serve through clear documentation. Own data quality routines: monitoring data hygiene, assisting with imports and updates (where appropriate), identifying duplicates, and flagging data issues and trends. Support user onboarding and adoption: contribute to enablement materials (how to guides, FAQs, release notes), and assist with training sessions for new joiners and existing teams. Assist UAT and release readiness for new features: coordinate testing feedback, log defects, validate fixes, and support post release checks. Implement small process improvements and basic automation using Flow and standard approvals, following team patterns and getting reviews for higher impact changes. Contribute to continuous improvement by documenting existing processes, highlighting technical debt, and suggesting pragmatic enhancements that reduce manual work. KEY REQUIREMENTS 1 to 2+ years of Salesforce administration experience (or equivalent hands on experience) supporting business users. Comfortable with Salesforce fundamentals: objects, fields, page layouts, record types, validation rules, and permissions (profiles, permission sets, roles). Working knowledge of Salesforce reporting (reports, dashboards, list views) and the ability to translate stakeholder questions into useful outputs. Basic to intermediate experience with Salesforce Flow, with an understanding of safe change practices (testing, documentation, change control). Strong attention to detail and a structured approach to ticket handling, prioritisation, and stakeholder updates. Experience working with task and delivery tools (e.g., Asana, Jira, or similar) and following a support or agile workflow. Clear communicator who enjoys helping others and improving day to day ways of working. BONUS POINTS Salesforce Administrator Certification (preferred) or actively working towards it. Exposure to data management practices (imports, deduplication, validation, field mapping). Familiarity with sandbox vs production ways of working and basic release processes. Awareness of integrations and data sync concepts (monitoring, field mapping issues), even if not building integrations. INTERVIEW PROCESS Introductory call with our Talent team Technical Interview with the Hiring Manager Case study Interview Values Interview WHAT'S IN IT FOR YOU Competitive comp package 28 days' holiday plus bank holidays, increasing to 35 with length of service, plus extras for house moves, weddings and more! Employee-friendly share options Pension scheme via Royal London - up to 5% company contribution Vitality private healthcare insurance Life Assurance - 4x annual salary Monthly coaching sessions with Spill - our mental wellbeing partner Inclusive parental, partner and shared parental leave including up to 20 weeks' full pay maternity and shared parental leave, and 8 weeks' full partner pay, as well as fertility treatment and pregnancy loss policies Bubble childcare support and discounted nanny fees for little ones 'Work from abroad for a month' annual scheme Generous learning and development budget £500 home office budget Diversity and inclusion is an integral part of our culture. We know that diverse teams are strong teams, so we welcome those with alternative identities, backgrounds, and experiences to apply for this position. We make recruiting decisions based on experience, skills and potential, so all our applicants are treated fairly and equally.
A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks. This office-based role involves managing client records, ensuring compliance, and using various CRM systems like Salesforce. The ideal candidate will have experience in Financial Planning and possess strong organisational skills. Competitive salary between £30,000 and £38,000 offered.
Dec 09, 2025
Full time
A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks. This office-based role involves managing client records, ensuring compliance, and using various CRM systems like Salesforce. The ideal candidate will have experience in Financial Planning and possess strong organisational skills. Competitive salary between £30,000 and £38,000 offered.
Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.
Dec 08, 2025
Full time
Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.
A leading company in the travel/leisure industry is recruiting a Senior Salesforce Administrator based in Greater London. In this role, you will take technical ownership of the Salesforce Lightning solution, overseeing its daily operations and ongoing improvements. Essential skills include Salesforce customization, business process analysis, and strong communication abilities. This is a fantastic opportunity to be involved in the Salesforce implementation and contribute to the overall strategy. Certification is preferred.
Dec 08, 2025
Full time
A leading company in the travel/leisure industry is recruiting a Senior Salesforce Administrator based in Greater London. In this role, you will take technical ownership of the Salesforce Lightning solution, overseeing its daily operations and ongoing improvements. Essential skills include Salesforce customization, business process analysis, and strong communication abilities. This is a fantastic opportunity to be involved in the Salesforce implementation and contribute to the overall strategy. Certification is preferred.
Role: Administrative Assistant Based: London Hybrid 1 day per week in office, or Fully Remote (UK) Rate: £15ph - £19.00ph depending on pay status Start Date: ASAP Duration: Temporary for 2-3 months (applications encouraged for permanent role) Hours: 3 Days Per Week, Not Thursdays We are supporting a London-based therapy service in recruiting a Temporary Administrative Assistant for a period of 2 to 3 months while a permanent appointment is made. The successful candidate will also be eligible to apply for the permanent role once advertised. This post is only available to applicants from the LGBTQ+ community as permitted under the Equality Act 2010 as a Genuine Occupational Requirement. About the Role You will support the Lead Administrator within a small and dedicated therapy team consisting of 12 counsellors and 1 senior. This is a varied administrative role that requires excellent organisation, clear communication and the ability to manage multiple tasks. Synopsis of Duties Running the counselling inbox, along with the Therapeutic Services Team Lead, this includes responding to client queries, advocate requests, external contacts Working on Microsoft and Salesforce to manage new referrals into the therapeutic service - this includes checking through referrals and maintaining accurate records on the CRM in line with new referrals. Processing requests for, and tracking travel funds for clients as required Booking initial assessments for clients on the waiting list Supporting counsellors with any queries - this includes requests for support with systems, equipment, inductions, correct data management Co-ordinating the administration of Therapeutic Services Group Work including, booking assessments, contact with Advocacy and Support Teams, communicating with clients and counsellors Attending and taking minutes for the Therapeutic Services Core Team weekly meetings and the monthly Counsellors team meeting (and other meetings between Therapeutic Services and Advocacy and Support as required) Maintaining accurate data relating to the client journey - this includes assessment, working agreements, case closure Checking and processing counsellor Invoices on a monthly basis Administration of the Therapeutic Services internal newsletter Administration of monthly feedback to counsellors from the evaluation form Supporting with the Therapeutic Services transitioning from Microsoft Software to Salesforce Along with the Therapeutic Services Team Lead, internal promotion and networking of Therapeutic Services internally Organising the Therapeutic Services 6 monthly Away Day, and trainings as required Undertaking a range of administrative and data processing tasks to ensure a high-quality service Any other reasonable duties as required Essential Requirements Strong organisational and time management skills Strong experience and skills in using Microsoft packages such as Excel, Word, Forms, Lists and Outlook Experience and knowledge of using Salesforce (or an equivalent CRM) Confident communicator with a friendly and professional approach Previous administrative experience Ability to work independently and handle sensitive information appropriately Commitment to supporting LGBTQ+ communities Enhanced DBS on the update service or dated within the last 12 months Working Arrangements The role is 3 days per week, excluding Thursdays. If based in London, 1 day per week in the office is preferred. For candidates based elsewhere in the UK, fully remote working is possible. This post is only available to applicants from the LGBTQ+ community as permitted under the Equality Act 2010 as a Genuine Occupational Requirement. Supporting Futures Consulting acts as both an employer and an agency
Dec 08, 2025
Contractor
Role: Administrative Assistant Based: London Hybrid 1 day per week in office, or Fully Remote (UK) Rate: £15ph - £19.00ph depending on pay status Start Date: ASAP Duration: Temporary for 2-3 months (applications encouraged for permanent role) Hours: 3 Days Per Week, Not Thursdays We are supporting a London-based therapy service in recruiting a Temporary Administrative Assistant for a period of 2 to 3 months while a permanent appointment is made. The successful candidate will also be eligible to apply for the permanent role once advertised. This post is only available to applicants from the LGBTQ+ community as permitted under the Equality Act 2010 as a Genuine Occupational Requirement. About the Role You will support the Lead Administrator within a small and dedicated therapy team consisting of 12 counsellors and 1 senior. This is a varied administrative role that requires excellent organisation, clear communication and the ability to manage multiple tasks. Synopsis of Duties Running the counselling inbox, along with the Therapeutic Services Team Lead, this includes responding to client queries, advocate requests, external contacts Working on Microsoft and Salesforce to manage new referrals into the therapeutic service - this includes checking through referrals and maintaining accurate records on the CRM in line with new referrals. Processing requests for, and tracking travel funds for clients as required Booking initial assessments for clients on the waiting list Supporting counsellors with any queries - this includes requests for support with systems, equipment, inductions, correct data management Co-ordinating the administration of Therapeutic Services Group Work including, booking assessments, contact with Advocacy and Support Teams, communicating with clients and counsellors Attending and taking minutes for the Therapeutic Services Core Team weekly meetings and the monthly Counsellors team meeting (and other meetings between Therapeutic Services and Advocacy and Support as required) Maintaining accurate data relating to the client journey - this includes assessment, working agreements, case closure Checking and processing counsellor Invoices on a monthly basis Administration of the Therapeutic Services internal newsletter Administration of monthly feedback to counsellors from the evaluation form Supporting with the Therapeutic Services transitioning from Microsoft Software to Salesforce Along with the Therapeutic Services Team Lead, internal promotion and networking of Therapeutic Services internally Organising the Therapeutic Services 6 monthly Away Day, and trainings as required Undertaking a range of administrative and data processing tasks to ensure a high-quality service Any other reasonable duties as required Essential Requirements Strong organisational and time management skills Strong experience and skills in using Microsoft packages such as Excel, Word, Forms, Lists and Outlook Experience and knowledge of using Salesforce (or an equivalent CRM) Confident communicator with a friendly and professional approach Previous administrative experience Ability to work independently and handle sensitive information appropriately Commitment to supporting LGBTQ+ communities Enhanced DBS on the update service or dated within the last 12 months Working Arrangements The role is 3 days per week, excluding Thursdays. If based in London, 1 day per week in the office is preferred. For candidates based elsewhere in the UK, fully remote working is possible. This post is only available to applicants from the LGBTQ+ community as permitted under the Equality Act 2010 as a Genuine Occupational Requirement. Supporting Futures Consulting acts as both an employer and an agency
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce's largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer's business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events. As a CSM, you will occasionally act as a point of contact for any major incidents, owning the customer's expectations and communications through the resolution of such incidents. The CSM acts as the technical main interface on behalf of our customers and works closely across both internal and external collaborators, including partners and ISVs, as required to address the customer needs. The ideal CSM has an extraordinary focus on the success of the customer, is an exceptional communicator, exhibits professionalism, is dedicated to meeting and exceeding expectations, enjoys forming relationships, has excellent collaboration skills, and has the ability to learn new technologies quickly. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer's need. Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs. Minimum Skills: Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Exceptional English communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. Skills for analyzing technical concepts, translating them into business terms, and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus ( Administrator , Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant ). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
Dec 06, 2025
Full time
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job CategoryCustomer SuccessJob Details About Salesforce Salesforce is the AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.The Customer Success team within Signature Success is looking for a driven and customer-focused Customer Success Manager (CSM) to serve as a primary contact point for Salesforce's largest and highest-profile customers. You will have responsibility for partnering with a small number of assigned accounts, maintaining a continual focus on the customer's business goals to improve their overall technical and operational health and realize the maximum value out of their Salesforce investment. The Customer Success Manager maintains awareness of the customer's key events, needs, potential risks, and value drivers. As a trusted advisor, the CSM will build a track record in customer success through superb communication with partners and extensive knowledge of the Salesforce platform to translate their business needs to solutions. You will forge relationships with your customers and account teams, develop a deep technical understanding of their Salesforce implementation, share standard methodologies, and adoption of proactive services. These activities will enable you to proactively set the customer up for success through optimization of the platform, with special care during critically important peak events. As a CSM, you will occasionally act as a point of contact for any major incidents, owning the customer's expectations and communications through the resolution of such incidents. The CSM acts as the technical main interface on behalf of our customers and works closely across both internal and external collaborators, including partners and ISVs, as required to address the customer needs. The ideal CSM has an extraordinary focus on the success of the customer, is an exceptional communicator, exhibits professionalism, is dedicated to meeting and exceeding expectations, enjoys forming relationships, has excellent collaboration skills, and has the ability to learn new technologies quickly. Your Impact Serve as the single point of customer accountability responsible for the orchestration of all Signature deliverables, experience, renewal, and expansion. Cultivate and maintain stakeholder relationships with the customer's IT and business executive leadership, sponsors, and decision-makers within customer organizations that have purchased Signature. Help your customers achieve their business goals and outcomes on the Salesforce platform by: Coordinating the completion of the Signature Success catalog of services as required for your customer Providing timely, proactive Salesforce feature guidance based on the areas of interest for your customer Acting as an advisor to your customers for the adoption of new features of Salesforce's annual release schedules and identifying potential challenges and risks to your customer's implementation Communicate the value of Signature Success. Be accountable for ensuring all collaborators understand this value so that customers continue to renew Signature Success. Act as an advocate for customers during the triage and resolution of high-severity cases to assist with the timely resolution of these issues. Proactive Support & Enhancement: Conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Internal Relationship Building: Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities. The CSM may be required to occasionally be available for some after-hour or weekend coverage depending on the customer's need. Evolution of Roles: Anticipate and adapt to role changes per evolving Salesforce needs. Minimum Skills: Experienced professional with 8+ years of relevant industry expertise in Technical Customer Success, SaaS platform use or project leadership, Technology Consulting, Technology Solutions Development, Technical and/or Solutions Architecture. Exceptional English communication and presentation skills with demonstrated ability to communicate and influence effectively at all levels of the organization, including executive and C-level. Skills for analyzing technical concepts, translating them into business terms, and mapping business requirements into technical features. Ability to explain complex technical concepts in business-friendly terms to customers, then explain customer needs to internal partners. Knowledge of software development process and design methodologies. Experience leading efforts of cross-functional teams to facilitate the resolution or disposition of customer needs or projects. Preferred Requirements: +2 years in the Salesforce Ecosystem. Salesforce product certifications are a plus ( Administrator , Advanced Administrator, Platform App Builder, Service Cloud Consultant, Sales Cloud Consultant ). Knowledge of Salesforce products and features, capabilities, best use, and how to deploy. Degree or equivalent experience required. Experience will be evaluated based on the strengths you'll need for the role (e.g. demonstrated behaviors in previous jobs, that align to role needs such as extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)Unleash Your PotentialWhen you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this .We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.Posting StatementAny employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
