Salesforce Administrator - Financial Services Cloud

Salesforce Administrator with 5+ years experience needed for Financial Services Company specialising in wealth management on the back of a merger between two global brands.

As part of a large-scale digital transformation, they seek a Salesforce Admin who can help in the implementation of a new Salesforce Financial services cloud solution and migration of legacy data to the new system.

• You will play a crucial role in this transition and provide ongoing optimisation of the Salesforce ecosystem as well as :
• Administer the Salesforce CRM platform, ensuring optimal performance and user satisfaction.
• Summarise work flow items into user stories and gather working requirements.
• Collaborate with internal teams to understand business requirements and translate them into effective Salesforce solutions.
• Customise and configure Salesforce features, including but not limited to, workflows, page layouts, reports, dashboards, and other settings.
• Manage Salesforce roles, profiles, sharing rules, workflows, and groups.
• Implement new enhancements including the creation of custom objects, fields, formulas, automated workflows, and approval processes.
• Ensure data integrity and security by implementing best practices in data management and compliance.
• Provide user support and training, assisting with issue resolution and promoting Salesforce adoption across the organisation.
• Stay current with Salesforce releases, features, and best practices to implement improvements and advise stakeholders on potential benefits.

• 5+ years professional experience of Salesforce administration
• Experience with in in Financial services cloud.
• Salesforce accreditation's such as Administrator (requirement) or platform app builder (desirable)
• Experience in working within a team to implement Salesforce Financial Services Cloud and understanding its components like financial modelling, client life‑cycle management, and regulatory compliance
• Strong problem‑solving skills, with the ability to develop custom solutions and workflows that cater to the intricate needs of wealth managers and their clients
• Excellent communication and stakeholder management skills, capable of bridging the gap between technical solutions and business strategies in the wealth management context
• Proficiency in aligning Salesforce solutions with industry‑specific regulations and standards, ensuring that all solutions comply with financial industry regulation.

In return, you'll be joining a growing organisation with considerable personal and professional career opportunities within a global firm. Salary benchmark is  £60-70k + bonus and benefits.

Please reach out directly to for further info or click apply for immediate consideration.