Salesforce Administrator - Financial Services Cloud

Claremont Consulting; London; On-site; GBP 60,000 - 70,000; Full time

Job summary

A leading financial services company in London is seeking an experienced Salesforce Administrator to oversee its Salesforce platform following a significant merger. This role offers the opportunity to work on a large-scale digital transformation, implementing Salesforce Financial Services Cloud and improving user satisfaction.

Qualifications

• 5+ years of Salesforce administration experience.
• Experience with Salesforce Financial Services Cloud.
• Strong problem-solving skills and developing custom solutions.

Responsibilities

• Administer the Salesforce CRM platform, ensuring optimal performance.
• Gather requirements and customize Salesforce features.
• Provide user support and training to promote Salesforce adoption.

Skills

Salesforce Administration

Problem Solving

Communication

Stakeholder Management

Education

Salesforce Administrator Certification

Platform App Builder Certification (preferred)

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

79a874ad64b0

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

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.

• 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.