Administrator - Operations Pay Rate: 14- 15 per hour Location: Runcorn Contract: Starting June We are looking for an experienced and motivated Administrative Coordinator to join our team in June. The job role will involve working within a fast-paced operational environment. What You'll Do You will play a key role in supporting the department with daily administrative, scheduling, and logistics activities. Typical duties include: General Administration Providing professional administrative support to the team. Managing phones Typing, filing, scheduling, and maintaining records. Coordinating meetings, managing calendars, and ordering supplies. Handling mail distribution and supporting special projects (recording, compiling, and analysing information). Debriefing returns (Goods In). Updating and managing the system master spreadsheet. Performing Inter-Org Transfers and Receipts. Arranging collections. Managing despatch processes including picking forms, fleet numbers, packing lists, and FedEx labels. Changing task statuses and monitoring work queues. Ad-Hoc Despatch Support Creating delivery notes (OBD/manual) and TNT labels using CRM Service, ECC & EWM systems. Processing export documentation and commercial invoices. Updating shipments with PODs. Processing customer orders via VL10G. What We're Looking For Experience in a fast-paced office environment . Strong administration and scheduling background. Confident, professional, and friendly telephone manner. Intermediate IT skills -Microsoft Excel & Word essential. Experience with Oracle, Salesforce, SAP (advantageous but not essential). Able to multi-task, prioritise effectively, and work with moderate supervision. Strong organisational and communication skills. Why Join Us? You'll be part of a supportive, dynamic team where your contribution directly supports operational efficiency. This is an excellent opportunity to develop experience across logistics, scheduling, and specialist systems. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)
Apr 17, 2026
Seasonal
Administrator - Operations Pay Rate: 14- 15 per hour Location: Runcorn Contract: Starting June We are looking for an experienced and motivated Administrative Coordinator to join our team in June. The job role will involve working within a fast-paced operational environment. What You'll Do You will play a key role in supporting the department with daily administrative, scheduling, and logistics activities. Typical duties include: General Administration Providing professional administrative support to the team. Managing phones Typing, filing, scheduling, and maintaining records. Coordinating meetings, managing calendars, and ordering supplies. Handling mail distribution and supporting special projects (recording, compiling, and analysing information). Debriefing returns (Goods In). Updating and managing the system master spreadsheet. Performing Inter-Org Transfers and Receipts. Arranging collections. Managing despatch processes including picking forms, fleet numbers, packing lists, and FedEx labels. Changing task statuses and monitoring work queues. Ad-Hoc Despatch Support Creating delivery notes (OBD/manual) and TNT labels using CRM Service, ECC & EWM systems. Processing export documentation and commercial invoices. Updating shipments with PODs. Processing customer orders via VL10G. What We're Looking For Experience in a fast-paced office environment . Strong administration and scheduling background. Confident, professional, and friendly telephone manner. Intermediate IT skills -Microsoft Excel & Word essential. Experience with Oracle, Salesforce, SAP (advantageous but not essential). Able to multi-task, prioritise effectively, and work with moderate supervision. Strong organisational and communication skills. Why Join Us? You'll be part of a supportive, dynamic team where your contribution directly supports operational efficiency. This is an excellent opportunity to develop experience across logistics, scheduling, and specialist systems. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)
St. James's Place Wealth Management
Gillingham, Dorset
Financial Services Administrator Location: Gillingham, Dorset Salary: Highly Competitive Hours: Full-time, Permanent - Hybrid working available Are you looking for a career in Financial Services? Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. You will provide efficient administrative support to the Financial Planners & Paraplanners within the practice. The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company s proposition is further enhanced by its distinctive approach to investment management. About the Role - Financial Services Administrator We are seeking a highly organised and technically proficient Financial Services Administrator to provide high-level technical and administrative support to the Practice. This is a varied and fast-paced role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. Key Responsibilities - Financial Services Administrator Complete AML and ID checks in line with regulatory requirements. Process new business, replacements, fund switches and encashments efficiently and accurately. Manage ongoing servicing including annual and drawdown reviews, transfers, annuities, account top-ups and ISA/UT transactions. Prepare clear, compliant suitability reports and recommendations. Conduct research and obtain quotes/illustrations to support robust advice. Liaise with advisers, providers and administration centres to progress cases to completion. Maintain accurate client records on Salesforce and update management information. Prepare meeting documentation and complete all follow-up actions promptly. Process applications and advice sets (including EBS submissions) accurately. Respond professionally to client and provider queries by phone and email. Ensure all work meets compliance and internal quality standards. Support the wider Practice and maintain ongoing professional development. About You - Financial Services Administrator Previous experience in financial services administration. Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services. Highly organised with the ability to prioritise workloads and meet deadlines under pressure. Professional, client-focused and able to handle confidential information with discretion. Strong attention to detail and clear written and verbal communication skills. Confident working independently as well as collaboratively within a team. Proficient IT skills, including experience using CRM systems such as Salesforce, with a willingness to learn new systems. What we offer Competitive salary & Quarterly and Annual bonuses Training opportunities and career development with fully funded qualifications to support your professional development 25 days annual leave plus bank holidays / Birthdays off Pensions Cycle to work Private Medical Insurance after successful completion of 6 months service Death in Service after successful completion of 6 months service Team incentives and social outings for the whole family St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 17, 2026
Full time
Financial Services Administrator Location: Gillingham, Dorset Salary: Highly Competitive Hours: Full-time, Permanent - Hybrid working available Are you looking for a career in Financial Services? Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. You will provide efficient administrative support to the Financial Planners & Paraplanners within the practice. The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company s proposition is further enhanced by its distinctive approach to investment management. About the Role - Financial Services Administrator We are seeking a highly organised and technically proficient Financial Services Administrator to provide high-level technical and administrative support to the Practice. This is a varied and fast-paced role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. Key Responsibilities - Financial Services Administrator Complete AML and ID checks in line with regulatory requirements. Process new business, replacements, fund switches and encashments efficiently and accurately. Manage ongoing servicing including annual and drawdown reviews, transfers, annuities, account top-ups and ISA/UT transactions. Prepare clear, compliant suitability reports and recommendations. Conduct research and obtain quotes/illustrations to support robust advice. Liaise with advisers, providers and administration centres to progress cases to completion. Maintain accurate client records on Salesforce and update management information. Prepare meeting documentation and complete all follow-up actions promptly. Process applications and advice sets (including EBS submissions) accurately. Respond professionally to client and provider queries by phone and email. Ensure all work meets compliance and internal quality standards. Support the wider Practice and maintain ongoing professional development. About You - Financial Services Administrator Previous experience in financial services administration. Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services. Highly organised with the ability to prioritise workloads and meet deadlines under pressure. Professional, client-focused and able to handle confidential information with discretion. Strong attention to detail and clear written and verbal communication skills. Confident working independently as well as collaboratively within a team. Proficient IT skills, including experience using CRM systems such as Salesforce, with a willingness to learn new systems. What we offer Competitive salary & Quarterly and Annual bonuses Training opportunities and career development with fully funded qualifications to support your professional development 25 days annual leave plus bank holidays / Birthdays off Pensions Cycle to work Private Medical Insurance after successful completion of 6 months service Death in Service after successful completion of 6 months service Team incentives and social outings for the whole family St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Pure Resourcing Solutions
Huntingdon, Cambridgeshire
Administrator (Permanent) Salary: Up to £32,000 per annum Start Date: ASAP - you must be available immedidately Location: Fully Office-based (St Ives, Cambridgeshire)An opportunity has arisen for a proactive and detail-driven Administrator to join a friendly, professional team. This role is ideal for someone with strong administrative and sales coordination skills who enjoys picking up the phone, keeping systems accurate, and supporting the wider sales process.Working Pattern & Flexibility Flexibility is available.Options include: Part-time: Monday to Friday, 9:00am-3:00pm or 9:00am-2:00pm 4 days a week Full-time: 8:00am-5:00pm (8:00am-4:00pm on Fridays The Role Reporting to senior leadership, you will play a key role in administering and driving the internal sales process. This is a hands-on role requiring confidence on the phone, strong organisation, and an accurate, detail-focused approach. Key Responsibilities Administer and manage the internal sales process end-to-end Follow up submitted quotes after two weeks, chasing responses and feedback Make warm outbound calls to chase leads and obtain answers Operate, maintain, and update the Salesforce CRM system (including start dates, pipelines, and status updates) Liaise with the estimating team to obtain quote and tender information Review and monitor customer pipelines once signed off by senior management Analyse lost, current, and upcoming projects Identify new business opportunities through customer follow-up conversations Ensure customer requirements are clearly captured and delivered Record and report customer feedback and satisfaction Assist with marketing activity and planned client events Provide general sales administration PA-style support for senior leadership (booking travel, hotels, events, meetings, etc.) About You Confident and happy to pick up the phone Highly organised, accurate, and detail-orientated Proactive with strong "get up and go" and initiative Professional and friendly telephone manner Comfortable working with CRM systems and databases If you are interested please apply today.
Apr 17, 2026
Full time
Administrator (Permanent) Salary: Up to £32,000 per annum Start Date: ASAP - you must be available immedidately Location: Fully Office-based (St Ives, Cambridgeshire)An opportunity has arisen for a proactive and detail-driven Administrator to join a friendly, professional team. This role is ideal for someone with strong administrative and sales coordination skills who enjoys picking up the phone, keeping systems accurate, and supporting the wider sales process.Working Pattern & Flexibility Flexibility is available.Options include: Part-time: Monday to Friday, 9:00am-3:00pm or 9:00am-2:00pm 4 days a week Full-time: 8:00am-5:00pm (8:00am-4:00pm on Fridays The Role Reporting to senior leadership, you will play a key role in administering and driving the internal sales process. This is a hands-on role requiring confidence on the phone, strong organisation, and an accurate, detail-focused approach. Key Responsibilities Administer and manage the internal sales process end-to-end Follow up submitted quotes after two weeks, chasing responses and feedback Make warm outbound calls to chase leads and obtain answers Operate, maintain, and update the Salesforce CRM system (including start dates, pipelines, and status updates) Liaise with the estimating team to obtain quote and tender information Review and monitor customer pipelines once signed off by senior management Analyse lost, current, and upcoming projects Identify new business opportunities through customer follow-up conversations Ensure customer requirements are clearly captured and delivered Record and report customer feedback and satisfaction Assist with marketing activity and planned client events Provide general sales administration PA-style support for senior leadership (booking travel, hotels, events, meetings, etc.) About You Confident and happy to pick up the phone Highly organised, accurate, and detail-orientated Proactive with strong "get up and go" and initiative Professional and friendly telephone manner Comfortable working with CRM systems and databases If you are interested please apply today.
Office Administrator Runcorn Pay Rate: 15 Per Hour Contract Length: 15 Months The Role I am working with on e of the world's leading Healthcare companies who are looking for an experienced Office Administrator to join their team on a 15 month contract to cover a period of maternity leave. In this role you will take full ownership of the administrative and scheduling support for their busy Runcorn Service Centre. A strong eye for detail is essential as is the ability to work in a fast paced, busy environment and prioritise workloads and jobs accordingly. Duties Debrief of Negative Pressure Returns (Goods in) Update CitySprint Master Spreadsheet Collections for Negative Pressure Instruments Arranging collections with CitySprint Despatch for Negative Pressure products Update picking form and assign fleet numbers Ad-hocdespatch for PW including repaired units and other items as required includes: Creating OBD/manual delivery note and TNT labels Using systems CRM Service ECC & EWM Processing export documentation Creating manual commercial invoices Updating export despatches Skills & expertise Required Strong organisational skills with the ability to manage multiple priorities. Intermediate computer skills, including Microsoft Excel and Word. Professional, confident, and friendly telephone manner. High attention to detail and accuracy. Ability to work under pressure and adapt to changing priorities Strong organisational skills High attention to detail and accuracy Intermediate computer skills Experience in a similar job role. Job / work order scheduling experience (distinct advantage). Experience using Oracle, Salesforce, and/or SAP systems. Previous exposure to service coordination, logistics, engineering, or regulated environments ECS Recruitment Group Ltd is acting as an Employment Business in relation to this vacancy.
Apr 16, 2026
Contractor
Office Administrator Runcorn Pay Rate: 15 Per Hour Contract Length: 15 Months The Role I am working with on e of the world's leading Healthcare companies who are looking for an experienced Office Administrator to join their team on a 15 month contract to cover a period of maternity leave. In this role you will take full ownership of the administrative and scheduling support for their busy Runcorn Service Centre. A strong eye for detail is essential as is the ability to work in a fast paced, busy environment and prioritise workloads and jobs accordingly. Duties Debrief of Negative Pressure Returns (Goods in) Update CitySprint Master Spreadsheet Collections for Negative Pressure Instruments Arranging collections with CitySprint Despatch for Negative Pressure products Update picking form and assign fleet numbers Ad-hocdespatch for PW including repaired units and other items as required includes: Creating OBD/manual delivery note and TNT labels Using systems CRM Service ECC & EWM Processing export documentation Creating manual commercial invoices Updating export despatches Skills & expertise Required Strong organisational skills with the ability to manage multiple priorities. Intermediate computer skills, including Microsoft Excel and Word. Professional, confident, and friendly telephone manner. High attention to detail and accuracy. Ability to work under pressure and adapt to changing priorities Strong organisational skills High attention to detail and accuracy Intermediate computer skills Experience in a similar job role. Job / work order scheduling experience (distinct advantage). Experience using Oracle, Salesforce, and/or SAP systems. Previous exposure to service coordination, logistics, engineering, or regulated environments ECS Recruitment Group Ltd is acting as an Employment Business in relation to this vacancy.
Job Title: Temporary to Permanent Administrator Location: Wellington, Somerset Hours: Monday to Friday, 8:30am till 5:30pm or 9:00am till 5:30pm Hourly rate: 12.71 - 12.99 per hour Benefits whilst you are temping through Office Angels: Weekly pay Access to Boost - our exclusive platform with discounts on hundreds of retailers, a wellbeing hub with recipes, an exercise area, and a mindfulness section with blogs & videos Temporary candidate of the month award Temporary candidate lunches/treats Online timesheets A dedicated consultant as an additional layer of support Are you a friendly, organised and people-focused individual looking to join a supportive team immediately? We're partnering with a successful business in Wellington to recruit for an administrator who is eager to learn, develop new skills, and thrive within this role. This is a fantastic opportunity to join a welcoming environment where your contribution will genuinely make a difference. This role is being offered on a temporary to permanent basis therefore you must be available immediately or on a short notice period to be considered for this role. Key Responsibilities: Handling inbound phone calls, providing knowledgeable advice and discussing suitable product options with customers Responding promptly and professionally to customer enquiries received via email and the website Liaising with a wide range of suppliers to confirm product details, pricing, and availability Creating accurate and timely customer quotations using Salesforce Processing purchase orders efficiently through Sage Managing general customer enquiries, including product information, lead times, and proactively following up on outstanding orders Skills & Experience: Confident and professional telephone manner Proven ability to work effectively under pressure while maintaining accuracy and attention to detail Self-motivated individual with a proactive, positive "can-do" attitude Strong IT skills with knowledge of Microsoft Office packages Next Steps: Please apply online or send your CV to (url removed). Alternatively, you can call Nicole on (phone number removed). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Apr 16, 2026
Full time
Job Title: Temporary to Permanent Administrator Location: Wellington, Somerset Hours: Monday to Friday, 8:30am till 5:30pm or 9:00am till 5:30pm Hourly rate: 12.71 - 12.99 per hour Benefits whilst you are temping through Office Angels: Weekly pay Access to Boost - our exclusive platform with discounts on hundreds of retailers, a wellbeing hub with recipes, an exercise area, and a mindfulness section with blogs & videos Temporary candidate of the month award Temporary candidate lunches/treats Online timesheets A dedicated consultant as an additional layer of support Are you a friendly, organised and people-focused individual looking to join a supportive team immediately? We're partnering with a successful business in Wellington to recruit for an administrator who is eager to learn, develop new skills, and thrive within this role. This is a fantastic opportunity to join a welcoming environment where your contribution will genuinely make a difference. This role is being offered on a temporary to permanent basis therefore you must be available immediately or on a short notice period to be considered for this role. Key Responsibilities: Handling inbound phone calls, providing knowledgeable advice and discussing suitable product options with customers Responding promptly and professionally to customer enquiries received via email and the website Liaising with a wide range of suppliers to confirm product details, pricing, and availability Creating accurate and timely customer quotations using Salesforce Processing purchase orders efficiently through Sage Managing general customer enquiries, including product information, lead times, and proactively following up on outstanding orders Skills & Experience: Confident and professional telephone manner Proven ability to work effectively under pressure while maintaining accuracy and attention to detail Self-motivated individual with a proactive, positive "can-do" attitude Strong IT skills with knowledge of Microsoft Office packages Next Steps: Please apply online or send your CV to (url removed). Alternatively, you can call Nicole on (phone number removed). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to 30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to 30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.
Apr 16, 2026
Full time
Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to 30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to 30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.
Salesforce Change Management Specialist Central London- Hybrid role Salary- up to £95K base + bonus + benefits Our client is a global company based in Central London, looking for a Salesforce Change Consultant to drive change management strategies for Salesforce projects and engage stakeholders effectively. Experience in change management and familiarity with Salesforce ecosystems preferred. Key Responsibilities Develop and execute a change management strategy for Salesforce projects, including stakeholder analysis, impact assessments, and adoption roadmaps. Partner with programme leads, business stakeholders, and Salesforce teams to drive engagement and alignment. Define and deliver communications plans, ensuring consistent, clear messaging around Salesforce changes. Design and deliver training strategies and user enablement materials, tailored to different user groups and business units. Monitor adoption and business readiness through KPIs, surveys, and feedback loops, making adjustments as needed. Identify potential resistance and proactively manage challenges through coaching, workshops, and stakeholder engagement. Support leadership with change advocacy, building buy-in across executive and end-user communities. Collaborate with Salesforce admins, developers, and business analysts to ensure change requirements are Embedded into delivery. Champion a continuous improvement culture, ensuring Salesforce solutions are Embedded and utilised effectively post-go-live. Required Skills & Experience Proven experience in change management within large-scale technology or CRM programmes (Salesforce experience strongly preferred). Familiarity with Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, or other relevant clouds). Strong understanding of organisational change methodologies (eg, PROSCI, ADKAR, Kotter). Exceptional stakeholder management and influencing skills across senior leadership and business users. Excellent written and verbal communication, presentation, and facilitation skills. Experience designing and rolling out training and enablement programmes. Strong problem-solving skills with the ability to work in fast-paced, agile environments. Preferred Qualifications Salesforce certifications (eg, Salesforce Associate, Administrator, or Business Analyst). Change management certification (eg, PROSCI, APMG, ACMP). Experience in digital transformation projects across multiple business units or regions.
Apr 16, 2026
Full time
Salesforce Change Management Specialist Central London- Hybrid role Salary- up to £95K base + bonus + benefits Our client is a global company based in Central London, looking for a Salesforce Change Consultant to drive change management strategies for Salesforce projects and engage stakeholders effectively. Experience in change management and familiarity with Salesforce ecosystems preferred. Key Responsibilities Develop and execute a change management strategy for Salesforce projects, including stakeholder analysis, impact assessments, and adoption roadmaps. Partner with programme leads, business stakeholders, and Salesforce teams to drive engagement and alignment. Define and deliver communications plans, ensuring consistent, clear messaging around Salesforce changes. Design and deliver training strategies and user enablement materials, tailored to different user groups and business units. Monitor adoption and business readiness through KPIs, surveys, and feedback loops, making adjustments as needed. Identify potential resistance and proactively manage challenges through coaching, workshops, and stakeholder engagement. Support leadership with change advocacy, building buy-in across executive and end-user communities. Collaborate with Salesforce admins, developers, and business analysts to ensure change requirements are Embedded into delivery. Champion a continuous improvement culture, ensuring Salesforce solutions are Embedded and utilised effectively post-go-live. Required Skills & Experience Proven experience in change management within large-scale technology or CRM programmes (Salesforce experience strongly preferred). Familiarity with Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, or other relevant clouds). Strong understanding of organisational change methodologies (eg, PROSCI, ADKAR, Kotter). Exceptional stakeholder management and influencing skills across senior leadership and business users. Excellent written and verbal communication, presentation, and facilitation skills. Experience designing and rolling out training and enablement programmes. Strong problem-solving skills with the ability to work in fast-paced, agile environments. Preferred Qualifications Salesforce certifications (eg, Salesforce Associate, Administrator, or Business Analyst). Change management certification (eg, PROSCI, APMG, ACMP). Experience in digital transformation projects across multiple business units or regions.
Our client is a global leader and trusted Cybersecurity specialist with offices across the World. They are seeking a CRM/CPQ Junior Administrator - Revenue Cloud. It is essential that the successful candidate has 7 years plus Salesforce development and architecture experience and holds a Salesforce Technical Architect or Application Architect certification click apply for full job details
Apr 16, 2026
Full time
Our client is a global leader and trusted Cybersecurity specialist with offices across the World. They are seeking a CRM/CPQ Junior Administrator - Revenue Cloud. It is essential that the successful candidate has 7 years plus Salesforce development and architecture experience and holds a Salesforce Technical Architect or Application Architect certification click apply for full job details
Recruit4staff are representing a well-established lawn care business in their search for a Customer Service Advisor to work in St Asaph Job Details: Pay: £24,784.50 per annum Hours of Work: Earlies & Lates rotating weekly. Week 1 Monday to Friday 8:30am 4:30pm & Week 2 Monday to Friday 9:30am 5:30pm with 1 Saturday morning in every 4 weeks (paid at time and a half) Duration: Permanent Benefits: 22 days holiday plus bank holidays (increasing to 26 with service), medical cash plan, Christmas shutdown, free lawn treatments, enhanced paternity & maternity pay, company sick pay, 24 hour Employee Assistance Helpline, store discounts, long service awards, Employee of the Month awards, pension Job Role: As a Customer Service Advisor, you will engage with customers across phone, email, live chat, and post, delivering excellent service and expert advice. The Customer Service Advisor will take ownership of customer journeys, ensuring first contact resolution wherever possible. You will recommend treatments based on lawn condition, upsell services where appropriate, and manage customer accounts including setting up direct debits and scheduling treatments. Working as a Customer Service Advisor, you will collaborate with internal teams, maintain accurate records, and ensure all KPIs and service standards are met. Essential Skills, Experience, or Qualifications: Previous experience in a Customer Service Advisor or similar role Excellent written and verbal communication skills Strong customer-first approach Ability to work towards and achieve KPIs Willingness to learn and develop within the Customer Service Advisor role Advantageous Skills, Experience, or Qualifications Experience using Salesforce and Microsoft Office programmes Strong teamwork and cross-department communication skills Additional Information Opportunity to develop within the company Supportive team environment focused on continuous improvement Commutable From: St Asaph, Rhyl, Denbigh, Llandudno, Prestatyn, Colwyn Bay, Chester, Wrexham Similar Job Titles: Customer Service Representative, Sales Advisor, Sales Admin, Customer Service, Sales Executive, Sales Administrator, Call Centre Operative, Telesales, Telesales Advisor For further information about this Customer Service Advisor and other positions please apply now. This vacancy is being advertised on behalf of Recruit4staff who are operating as a recruitment agency, agent, agencies, employment agency or employment business.
Apr 15, 2026
Full time
Recruit4staff are representing a well-established lawn care business in their search for a Customer Service Advisor to work in St Asaph Job Details: Pay: £24,784.50 per annum Hours of Work: Earlies & Lates rotating weekly. Week 1 Monday to Friday 8:30am 4:30pm & Week 2 Monday to Friday 9:30am 5:30pm with 1 Saturday morning in every 4 weeks (paid at time and a half) Duration: Permanent Benefits: 22 days holiday plus bank holidays (increasing to 26 with service), medical cash plan, Christmas shutdown, free lawn treatments, enhanced paternity & maternity pay, company sick pay, 24 hour Employee Assistance Helpline, store discounts, long service awards, Employee of the Month awards, pension Job Role: As a Customer Service Advisor, you will engage with customers across phone, email, live chat, and post, delivering excellent service and expert advice. The Customer Service Advisor will take ownership of customer journeys, ensuring first contact resolution wherever possible. You will recommend treatments based on lawn condition, upsell services where appropriate, and manage customer accounts including setting up direct debits and scheduling treatments. Working as a Customer Service Advisor, you will collaborate with internal teams, maintain accurate records, and ensure all KPIs and service standards are met. Essential Skills, Experience, or Qualifications: Previous experience in a Customer Service Advisor or similar role Excellent written and verbal communication skills Strong customer-first approach Ability to work towards and achieve KPIs Willingness to learn and develop within the Customer Service Advisor role Advantageous Skills, Experience, or Qualifications Experience using Salesforce and Microsoft Office programmes Strong teamwork and cross-department communication skills Additional Information Opportunity to develop within the company Supportive team environment focused on continuous improvement Commutable From: St Asaph, Rhyl, Denbigh, Llandudno, Prestatyn, Colwyn Bay, Chester, Wrexham Similar Job Titles: Customer Service Representative, Sales Advisor, Sales Admin, Customer Service, Sales Executive, Sales Administrator, Call Centre Operative, Telesales, Telesales Advisor For further information about this Customer Service Advisor and other positions please apply now. This vacancy is being advertised on behalf of Recruit4staff who are operating as a recruitment agency, agent, agencies, employment agency or employment business.
Customer Service Administrator Wolverhampton ( very easy access and close to the M54 ) Temporary for 3 months with potential of becoming permanent £14.80 - £15.35 per hour Monday - Thursday 8.00am-4.00pm, early finish on a Friday Our client based north of Wolverhampton are looking for an experienced customer service administrator to join their team on an ongoing temporary basis. As a key member of their team, you will be responsible for ensuring responsive, efficient, and accurate customer order management, from receipt to billing, while also maintaining essential customer data within their ERP system. Key Responsibilities Ensure the accuracy and efficiency of customer orders in the ERP system. Coordinate effectively with Sales & Marketing departments to ensure correct pricing and terms. Provide support to Logistics in creating necessary documents for shipments. Address and resolve customer inquiries, issues, returns, and complaints promptly. Maintain integrity and accuracy of customer data within the ERP system. Act as a backup for other Customer Service Administrators as needed. The successful candidate will have strong customer service or sales administration experience, and capable of working in a faced paced working environment. Our client is looking for someone who can thrive in a busy environment and maintain a positive attitude and drive for 100% customer satisfaction. Previous experience of SAP and Salesforce is desirable but not essential. Due to the location of the client, you must have your own transport. The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours. If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: MP26897
Apr 15, 2026
Seasonal
Customer Service Administrator Wolverhampton ( very easy access and close to the M54 ) Temporary for 3 months with potential of becoming permanent £14.80 - £15.35 per hour Monday - Thursday 8.00am-4.00pm, early finish on a Friday Our client based north of Wolverhampton are looking for an experienced customer service administrator to join their team on an ongoing temporary basis. As a key member of their team, you will be responsible for ensuring responsive, efficient, and accurate customer order management, from receipt to billing, while also maintaining essential customer data within their ERP system. Key Responsibilities Ensure the accuracy and efficiency of customer orders in the ERP system. Coordinate effectively with Sales & Marketing departments to ensure correct pricing and terms. Provide support to Logistics in creating necessary documents for shipments. Address and resolve customer inquiries, issues, returns, and complaints promptly. Maintain integrity and accuracy of customer data within the ERP system. Act as a backup for other Customer Service Administrators as needed. The successful candidate will have strong customer service or sales administration experience, and capable of working in a faced paced working environment. Our client is looking for someone who can thrive in a busy environment and maintain a positive attitude and drive for 100% customer satisfaction. Previous experience of SAP and Salesforce is desirable but not essential. Due to the location of the client, you must have your own transport. The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours. If you do not hear from us within this time your details won t be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you re seeking a new permanent position, temporary assignment or contract you ll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: MP26897
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
Apr 14, 2026
Full time
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
Job title: Sales Administrator Salary: £26,000 - £30,000 (DOE)Location: East LancashireJob Type: Full-time Permanent Overview We are looking for a proactive and detail-driven Sales Administrator to join a growing team in East Lancashire. This role is ideal for someone with strong organisational skills, excellent communication abilities, and a passion for supporting both the sales function and wider business operations. You will play a key role in ensuring the smooth running of the sales process from initial enquiry through to delivery. Key Responsibilities Provide administrative support to the sales team, ensuring all tasks are completed accurately and within deadlines. Process sales orders, quotes, and customer enquiries using internal systems. Maintain and update customer records, pricing information, and product data. Coordinate with internal departments including logistics, finance, and procurement to support order fulfilment. Prepare sales reports, forecasts, and KPIs for management. Handle inbound calls and emails from customers, providing excellent service and resolving queries efficiently. Assist with preparing documentation such as proposals, contracts, and tender submissions. Support the organisation of customer meetings, site visits, and other sales-related activities. Monitor stock levels, lead times, and delivery schedules where required. Contribute to continuous improvement of processes to enhance efficiency within the sales function. Skills & Experience Required Previous experience in a Sales Administrator, Customer Service Administrator, or similar administrative role. Strong IT skills, including proficiency in Microsoft Office (Excel, Word, Outlook). Experience using CRM or ERP systems (e.g., SAP, Salesforce, Sage) is advantageous. Excellent written and verbal communication skills. High attention to detail with strong accuracy in data entry. Ability to prioritise a busy workload and manage multiple tasks at once. Confident, professional, and accustomedness approach. Problem-solving skills and the ability to work effectively within a team. Benefits Competitive salary of £26,000-£30,000 dependent on experience Opportunities for progression and development Supportive working environment Company benefits package Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Apr 14, 2026
Full time
Job title: Sales Administrator Salary: £26,000 - £30,000 (DOE)Location: East LancashireJob Type: Full-time Permanent Overview We are looking for a proactive and detail-driven Sales Administrator to join a growing team in East Lancashire. This role is ideal for someone with strong organisational skills, excellent communication abilities, and a passion for supporting both the sales function and wider business operations. You will play a key role in ensuring the smooth running of the sales process from initial enquiry through to delivery. Key Responsibilities Provide administrative support to the sales team, ensuring all tasks are completed accurately and within deadlines. Process sales orders, quotes, and customer enquiries using internal systems. Maintain and update customer records, pricing information, and product data. Coordinate with internal departments including logistics, finance, and procurement to support order fulfilment. Prepare sales reports, forecasts, and KPIs for management. Handle inbound calls and emails from customers, providing excellent service and resolving queries efficiently. Assist with preparing documentation such as proposals, contracts, and tender submissions. Support the organisation of customer meetings, site visits, and other sales-related activities. Monitor stock levels, lead times, and delivery schedules where required. Contribute to continuous improvement of processes to enhance efficiency within the sales function. Skills & Experience Required Previous experience in a Sales Administrator, Customer Service Administrator, or similar administrative role. Strong IT skills, including proficiency in Microsoft Office (Excel, Word, Outlook). Experience using CRM or ERP systems (e.g., SAP, Salesforce, Sage) is advantageous. Excellent written and verbal communication skills. High attention to detail with strong accuracy in data entry. Ability to prioritise a busy workload and manage multiple tasks at once. Confident, professional, and accustomedness approach. Problem-solving skills and the ability to work effectively within a team. Benefits Competitive salary of £26,000-£30,000 dependent on experience Opportunities for progression and development Supportive working environment Company benefits package Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Portfolio Group are proudly respresenting our client, a market leading software company, in their search for a Data Entry Administrator to support the wider department. We are looking for someone who has strong admin experience, exellent attention to detail and is used to multi-tasking in a fast paced environment. This is a very busy role with a lot of responsibility including, Data migration, maintaining records, data reconciliation and analysis. You will work closely with all departments and liaise with managers and SLT so confidence is also a must! If you are looking for a new challenge, have a strong admin / Data Entry background and customer service skills, please apply today and we'll be in touch! Purpose Support the group businesses software implementation plan and maintain absence and data records across multiple software platforms, ensuring data accuracy and alignment through data reconciliation processes. Contribute to team activities, analysing and inputting data to be migrated from group, legacy and external software applications on to the system. Be available to take client inbound calls to support the Service Desk during busier periods. In addition, carry out client Data Migration activity also as required. Hours of work Rota basis of either 8:00am - 16:00pm, 8:30am - 16:30pm, 9:00am - 17:00pm, 9:30am - 17:30pm Day-to-day responsibilities include but are not limited to the below: Accurately input data from multiple sources to support the initial software implementation project across the UK Group of companies Maintain accurate records across multiple HR and Payroll software platforms, to ensure data alignment Perform weekly and monthly data governance checks and correct discrepancies Conduct calendar and tax year reconciliation of data and produce accurate reports to support payroll runs Support the data migration team to Safely and Securely export data from the legacy Online system Accurately input data into yhe system in the correct format Liaise with internal Account Managers to understand Data Entry requirements Keep accurate record of work carried out in Excel and Salesforce Ensure Account Managers are updated by email when work is complete Liaise with clients by telephone and email when queries arise Work to timescales and Service Level Agreements Be available to take inbound calls to support the wider service team Key requirements An excellent working knowledge of Microsoft office particularly Excel Detail oriented Stakeholder management Excellent verbal and written communication skills Previous experience in data entry admin Benefits Enhanced holidays - 25 days increasing to 27 after 2 years' service and 28 after 5 years' service (22 Days for Field Sales) Private health care cover after 5 years' service New business referral scheme Access to Health Shield Access to the EAP service Refer a friend scheme Paid birthday leave Pension scheme contribution increasing to 5% after 5 years' service and again to 7% after 7 years' service Group life insurance Eye care contribution Free fruit Travel Season Ticket loan scheme Milestone recognition Discounted products - Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements Pace health Club (situated in the park Inn) discounted gym membership and spa treatments Park Inn 20% off food and drink Revolution De Cuba food and drink discount Cycle 2 Work scheme after probationary period On site Gym Bright Exchange perks 51409LF INDMANJ The Portfolio Group are acting on behalf of our client in recruiting for this position.
Apr 13, 2026
Full time
Portfolio Group are proudly respresenting our client, a market leading software company, in their search for a Data Entry Administrator to support the wider department. We are looking for someone who has strong admin experience, exellent attention to detail and is used to multi-tasking in a fast paced environment. This is a very busy role with a lot of responsibility including, Data migration, maintaining records, data reconciliation and analysis. You will work closely with all departments and liaise with managers and SLT so confidence is also a must! If you are looking for a new challenge, have a strong admin / Data Entry background and customer service skills, please apply today and we'll be in touch! Purpose Support the group businesses software implementation plan and maintain absence and data records across multiple software platforms, ensuring data accuracy and alignment through data reconciliation processes. Contribute to team activities, analysing and inputting data to be migrated from group, legacy and external software applications on to the system. Be available to take client inbound calls to support the Service Desk during busier periods. In addition, carry out client Data Migration activity also as required. Hours of work Rota basis of either 8:00am - 16:00pm, 8:30am - 16:30pm, 9:00am - 17:00pm, 9:30am - 17:30pm Day-to-day responsibilities include but are not limited to the below: Accurately input data from multiple sources to support the initial software implementation project across the UK Group of companies Maintain accurate records across multiple HR and Payroll software platforms, to ensure data alignment Perform weekly and monthly data governance checks and correct discrepancies Conduct calendar and tax year reconciliation of data and produce accurate reports to support payroll runs Support the data migration team to Safely and Securely export data from the legacy Online system Accurately input data into yhe system in the correct format Liaise with internal Account Managers to understand Data Entry requirements Keep accurate record of work carried out in Excel and Salesforce Ensure Account Managers are updated by email when work is complete Liaise with clients by telephone and email when queries arise Work to timescales and Service Level Agreements Be available to take inbound calls to support the wider service team Key requirements An excellent working knowledge of Microsoft office particularly Excel Detail oriented Stakeholder management Excellent verbal and written communication skills Previous experience in data entry admin Benefits Enhanced holidays - 25 days increasing to 27 after 2 years' service and 28 after 5 years' service (22 Days for Field Sales) Private health care cover after 5 years' service New business referral scheme Access to Health Shield Access to the EAP service Refer a friend scheme Paid birthday leave Pension scheme contribution increasing to 5% after 5 years' service and again to 7% after 7 years' service Group life insurance Eye care contribution Free fruit Travel Season Ticket loan scheme Milestone recognition Discounted products - Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements Pace health Club (situated in the park Inn) discounted gym membership and spa treatments Park Inn 20% off food and drink Revolution De Cuba food and drink discount Cycle 2 Work scheme after probationary period On site Gym Bright Exchange perks 51409LF INDMANJ The Portfolio Group are acting on behalf of our client in recruiting for this position.
Sales Administrator & Service Manager About the Company My client is a well-established UK engineering organisation specialising in advanced test and motion simulation technology. They supply highly technical systems to global customers and are known for their long-standing reputation, precision engineering and supportive, close-knit team environment. Overall Purpose of the Role To support the Sales, Service and Marketing functions by coordinating the day-to-day operations of the sales office. This includes preparing timely quotes, supporting parts and service revenue growth, managing sales administration processes, and coordinating trade shows and exhibitions. The role ensures that all enquiries and opportunities are handled efficiently and professionally. Reports to: Director of Sales & Marketing Main Duties & Accountabilities Sales & Service Support Prepare timely quotes for parts, service and support contracts Handle internal sales enquiries and assist with support contract renewals Proactively follow up with customers to help drive service and parts revenue Field incoming sales calls and manage associated documentation Sales Administration Maintain CRM updates and reporting Complete and manage tender documentation Coordinate the distribution of sales tools including templates, price lists and marketing collateral Support routine administrative duties within the sales office Marketing & Event Coordination Organise trade shows and exhibitions, including venue bookings, logistics and shipment of materials Support website administration alongside internal teams and external contractors Project Coordination Support multiple concurrent projects, ensuring deadlines are met Act as a primary point of contact for internal teams for documentation and project requirements Record and distribute minutes and action points from monthly sales meetings Compliance & Documentation Review customer terms and conditions to identify obligations or risks and raise them appropriately Liaise with internal departments, suppliers, subcontractors and distributors Travel Travel to customer and contractor sites within the UK when required Skills & Experience Required Experience using CRM systems (e.g. Salesforce) Background in sales office administration Experience organising trade shows or exhibitions Strong proficiency in Microsoft Word, Excel, PowerPoint and Outlook European language skills advantageous
Apr 13, 2026
Full time
Sales Administrator & Service Manager About the Company My client is a well-established UK engineering organisation specialising in advanced test and motion simulation technology. They supply highly technical systems to global customers and are known for their long-standing reputation, precision engineering and supportive, close-knit team environment. Overall Purpose of the Role To support the Sales, Service and Marketing functions by coordinating the day-to-day operations of the sales office. This includes preparing timely quotes, supporting parts and service revenue growth, managing sales administration processes, and coordinating trade shows and exhibitions. The role ensures that all enquiries and opportunities are handled efficiently and professionally. Reports to: Director of Sales & Marketing Main Duties & Accountabilities Sales & Service Support Prepare timely quotes for parts, service and support contracts Handle internal sales enquiries and assist with support contract renewals Proactively follow up with customers to help drive service and parts revenue Field incoming sales calls and manage associated documentation Sales Administration Maintain CRM updates and reporting Complete and manage tender documentation Coordinate the distribution of sales tools including templates, price lists and marketing collateral Support routine administrative duties within the sales office Marketing & Event Coordination Organise trade shows and exhibitions, including venue bookings, logistics and shipment of materials Support website administration alongside internal teams and external contractors Project Coordination Support multiple concurrent projects, ensuring deadlines are met Act as a primary point of contact for internal teams for documentation and project requirements Record and distribute minutes and action points from monthly sales meetings Compliance & Documentation Review customer terms and conditions to identify obligations or risks and raise them appropriately Liaise with internal departments, suppliers, subcontractors and distributors Travel Travel to customer and contractor sites within the UK when required Skills & Experience Required Experience using CRM systems (e.g. Salesforce) Background in sales office administration Experience organising trade shows or exhibitions Strong proficiency in Microsoft Word, Excel, PowerPoint and Outlook European language skills advantageous
Job Title: Sales & Operations Administrator Upto £35,000pa + excellent benefits Overview We are looking for a highly organised Sales & Operations Administrator to support the commercial and operational workflow of the business. This role sits at the centre of our internal processes. Your primary responsibility will be ensuring instructed work moves smoothly from commercial agreement into project delivery. You will support the sales team with quoting and CRM administration, coordinate the internal handover to projects and operations, and ensure orders, documentation, and invoicing are processed accurately and efficiently. This role is ideal for someone who enjoys structure, detail, and keeping systems running smoothly within a fast-growing technology business. Key Responsibilities Sales Administration Support the sales team in preparing quotes, proposals, and commercial documentation. Maintain opportunities, products, and documentation within the CRM system. Ensure sales activity and commercial information are recorded accurately. Commercial Handover Coordinate the internal handover from sales to delivery. Ensure instructed work is properly documented before handover, including scope, pricing, and hardware requirements. Act as the coordination point between sales, operations, and finance to ensure work moves smoothly into delivery. Order Processing Process sales orders and purchase requests accurately and in a timely manner. Ensure hardware orders and supplier requests are placed where required. Support the creation and setup of projects within internal systems. Finance Coordination Work with the finance team to ensure invoicing is triggered correctly once work is instructed or delivered. Ensure relevant commercial documentation is available to support invoicing. CRM & Systems Discipline Maintain accurate customer, opportunity, and contract data within CRM and internal systems. Help ensure consistent use of CRM and PSA platforms across the business. Office Coordination Help ensure the office environment remains organised and running smoothly. Support basic office administration such as meeting coordination and office supplies. Skills & Experience Experienced in sales administration, commercial administration, or order processing. Strong organisational skills with high attention to detail. Comfortable working with CRM systems and business software. Strong communication skills and ability to work across teams. Ability to manage multiple tasks and maintain organisation in a fast-paced environment. Enjoys taking responsibility and driving projects to completion. Systems Experience (Preferred not essential) Experience with CRM platforms such as Zomentum, Salesforce, or HubSpot. Experience using Halo PSA or similar service management platforms. Strong Microsoft Office skills, particularly Excel and Outlook. Experience working within a growing technology or professional services SME, or similar fast-paced environment, would be advantageous.
Apr 12, 2026
Full time
Job Title: Sales & Operations Administrator Upto £35,000pa + excellent benefits Overview We are looking for a highly organised Sales & Operations Administrator to support the commercial and operational workflow of the business. This role sits at the centre of our internal processes. Your primary responsibility will be ensuring instructed work moves smoothly from commercial agreement into project delivery. You will support the sales team with quoting and CRM administration, coordinate the internal handover to projects and operations, and ensure orders, documentation, and invoicing are processed accurately and efficiently. This role is ideal for someone who enjoys structure, detail, and keeping systems running smoothly within a fast-growing technology business. Key Responsibilities Sales Administration Support the sales team in preparing quotes, proposals, and commercial documentation. Maintain opportunities, products, and documentation within the CRM system. Ensure sales activity and commercial information are recorded accurately. Commercial Handover Coordinate the internal handover from sales to delivery. Ensure instructed work is properly documented before handover, including scope, pricing, and hardware requirements. Act as the coordination point between sales, operations, and finance to ensure work moves smoothly into delivery. Order Processing Process sales orders and purchase requests accurately and in a timely manner. Ensure hardware orders and supplier requests are placed where required. Support the creation and setup of projects within internal systems. Finance Coordination Work with the finance team to ensure invoicing is triggered correctly once work is instructed or delivered. Ensure relevant commercial documentation is available to support invoicing. CRM & Systems Discipline Maintain accurate customer, opportunity, and contract data within CRM and internal systems. Help ensure consistent use of CRM and PSA platforms across the business. Office Coordination Help ensure the office environment remains organised and running smoothly. Support basic office administration such as meeting coordination and office supplies. Skills & Experience Experienced in sales administration, commercial administration, or order processing. Strong organisational skills with high attention to detail. Comfortable working with CRM systems and business software. Strong communication skills and ability to work across teams. Ability to manage multiple tasks and maintain organisation in a fast-paced environment. Enjoys taking responsibility and driving projects to completion. Systems Experience (Preferred not essential) Experience with CRM platforms such as Zomentum, Salesforce, or HubSpot. Experience using Halo PSA or similar service management platforms. Strong Microsoft Office skills, particularly Excel and Outlook. Experience working within a growing technology or professional services SME, or similar fast-paced environment, would be advantageous.
Purchase Ledger Administrator (12 month FTC) Bristol 27,500 - 30,000 + Training + Benefits Do you have Purchase Ledger experience and want an office-based role for a successful and multi-site market leading company? The company are an equipment hire company with a prominent UK footprint and are looking to take someone on a 12 month fixed term contract to cover workload. Whilst there is a possibility of the role going permanent, at this stage it is a 12 month fixed term. The role involves covering Purchase Ledger work which includes dealing with invoices, purchase orders, aged creditors and updating the system. Here is a great chance to join a growing and well established market leader in a busy office. The Role: Purchase Ledger 12 month Fixed term contract Monday to Friday - 37 hours Candidate Requirements: Purchase Ledger experience Elix Sourcing Solutions is a specialist recruiter for Engineering, Manufacturing, Tech, Energy and Science roles ranging from mid to senior level positions. Please be aware that we will only accept applications from candidates that have a valid work permit to work in the UK. By applying to this job you are confirming that you do not hold a criminal record and that you know of no legal reason why you would be ineligible for employment. Purchase ledger, Purchasing, invoices, administration, admin, purchase order, supplier, ledger, PO, Creditor, Aged creditors, Klipboard, Insphire, Jobber, ServiceTitan, Joblogic, Commusoft, Simpro, Salesforce Field Service, Housecall Pro, Workiz, Zuper, Verizon Connect, Fieldproxy, Synchroteam, Connecteam, Fracttal One, Bristol, Bath, Longwell green, Somerset, Wiltshire, avon
Apr 10, 2026
Contractor
Purchase Ledger Administrator (12 month FTC) Bristol 27,500 - 30,000 + Training + Benefits Do you have Purchase Ledger experience and want an office-based role for a successful and multi-site market leading company? The company are an equipment hire company with a prominent UK footprint and are looking to take someone on a 12 month fixed term contract to cover workload. Whilst there is a possibility of the role going permanent, at this stage it is a 12 month fixed term. The role involves covering Purchase Ledger work which includes dealing with invoices, purchase orders, aged creditors and updating the system. Here is a great chance to join a growing and well established market leader in a busy office. The Role: Purchase Ledger 12 month Fixed term contract Monday to Friday - 37 hours Candidate Requirements: Purchase Ledger experience Elix Sourcing Solutions is a specialist recruiter for Engineering, Manufacturing, Tech, Energy and Science roles ranging from mid to senior level positions. Please be aware that we will only accept applications from candidates that have a valid work permit to work in the UK. By applying to this job you are confirming that you do not hold a criminal record and that you know of no legal reason why you would be ineligible for employment. Purchase ledger, Purchasing, invoices, administration, admin, purchase order, supplier, ledger, PO, Creditor, Aged creditors, Klipboard, Insphire, Jobber, ServiceTitan, Joblogic, Commusoft, Simpro, Salesforce Field Service, Housecall Pro, Workiz, Zuper, Verizon Connect, Fieldproxy, Synchroteam, Connecteam, Fracttal One, Bristol, Bath, Longwell green, Somerset, Wiltshire, avon
Portfolio Group are proudly respresenting our client, a market leading software company, in their search for a Data Entry Administrator to support the wider department. We are looking for someone who has strong admin experience, exellent attention to detail and is used to multi-tasking in a fast paced environment. This is a very busy role with a lot of responsibility including, Data migration, maintaining records, data reconciliation and analysis. You will work closely with all departments and liaise with managers and SLT so confidence is also a must! If you are looking for a new challenge, have a strong admin / Data Entry background and customer service skills, please apply today and we'll be in touch! Purpose Support the group businesses software implementation plan and maintain absence and data records across multiple software platforms, ensuring data accuracy and alignment through data reconciliation processes. Contribute to team activities, analysing and inputting data to be migrated from group, legacy and external software applications on to the system. Be available to take client inbound calls to support the Service Desk during busier periods. In addition, carry out client Data Migration activity also as required. Hours of work Rota basis of either 8:00am - 16:00pm, 8:30am - 16:30pm, 9:00am - 17:00pm, 9:30am - 17:30pm Day-to-day responsibilities include but are not limited to the below: Accurately input data from multiple sources to support the initial software implementation project across the UK Group of companies Maintain accurate records across multiple HR and Payroll software platforms, to ensure data alignment Perform weekly and monthly data governance checks and correct discrepancies Conduct calendar and tax year reconciliation of data and produce accurate reports to support payroll runs Support the data migration team to Safely and Securely export data from the legacy Online system Accurately input data into yhe system in the correct format Liaise with internal Account Managers to understand Data Entry requirements Keep accurate record of work carried out in Excel and Salesforce Ensure Account Managers are updated by email when work is complete Liaise with clients by telephone and email when queries arise Work to timescales and Service Level Agreements Be available to take inbound calls to support the wider service team Key requirements An excellent working knowledge of Microsoft office particularly Excel Detail oriented Stakeholder management Excellent verbal and written communication skills Previous experience in data entry admin Benefits Enhanced holidays - 25 days increasing to 27 after 2 years' service and 28 after 5 years' service (22 Days for Field Sales) Private health care cover after 5 years' service New business referral scheme Access to Health Shield Access to the EAP service Refer a friend scheme Paid birthday leave Pension scheme contribution increasing to 5% after 5 years' service and again to 7% after 7 years' service Group life insurance Eye care contribution Free fruit Travel Season Ticket loan scheme Milestone recognition Discounted products - Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements Pace health Club (situated in the park Inn) discounted gym membership and spa treatments Park Inn 20% off food and drink Revolution De Cuba food and drink discount Cycle 2 Work scheme after probationary period On site Gym Bright Exchange perks 51409LF INDMANJ The Portfolio Group are acting on behalf of our client in recruiting for this position.
Apr 10, 2026
Full time
Portfolio Group are proudly respresenting our client, a market leading software company, in their search for a Data Entry Administrator to support the wider department. We are looking for someone who has strong admin experience, exellent attention to detail and is used to multi-tasking in a fast paced environment. This is a very busy role with a lot of responsibility including, Data migration, maintaining records, data reconciliation and analysis. You will work closely with all departments and liaise with managers and SLT so confidence is also a must! If you are looking for a new challenge, have a strong admin / Data Entry background and customer service skills, please apply today and we'll be in touch! Purpose Support the group businesses software implementation plan and maintain absence and data records across multiple software platforms, ensuring data accuracy and alignment through data reconciliation processes. Contribute to team activities, analysing and inputting data to be migrated from group, legacy and external software applications on to the system. Be available to take client inbound calls to support the Service Desk during busier periods. In addition, carry out client Data Migration activity also as required. Hours of work Rota basis of either 8:00am - 16:00pm, 8:30am - 16:30pm, 9:00am - 17:00pm, 9:30am - 17:30pm Day-to-day responsibilities include but are not limited to the below: Accurately input data from multiple sources to support the initial software implementation project across the UK Group of companies Maintain accurate records across multiple HR and Payroll software platforms, to ensure data alignment Perform weekly and monthly data governance checks and correct discrepancies Conduct calendar and tax year reconciliation of data and produce accurate reports to support payroll runs Support the data migration team to Safely and Securely export data from the legacy Online system Accurately input data into yhe system in the correct format Liaise with internal Account Managers to understand Data Entry requirements Keep accurate record of work carried out in Excel and Salesforce Ensure Account Managers are updated by email when work is complete Liaise with clients by telephone and email when queries arise Work to timescales and Service Level Agreements Be available to take inbound calls to support the wider service team Key requirements An excellent working knowledge of Microsoft office particularly Excel Detail oriented Stakeholder management Excellent verbal and written communication skills Previous experience in data entry admin Benefits Enhanced holidays - 25 days increasing to 27 after 2 years' service and 28 after 5 years' service (22 Days for Field Sales) Private health care cover after 5 years' service New business referral scheme Access to Health Shield Access to the EAP service Refer a friend scheme Paid birthday leave Pension scheme contribution increasing to 5% after 5 years' service and again to 7% after 7 years' service Group life insurance Eye care contribution Free fruit Travel Season Ticket loan scheme Milestone recognition Discounted products - Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements Pace health Club (situated in the park Inn) discounted gym membership and spa treatments Park Inn 20% off food and drink Revolution De Cuba food and drink discount Cycle 2 Work scheme after probationary period On site Gym Bright Exchange perks 51409LF INDMANJ The Portfolio Group are acting on behalf of our client in recruiting for this position.
We are working with a well-established organisation that is looking to recruit a Customer Service Administrator to join their busy support team. This is a fantastic opportunity for an organised and customer-focused individual to work in a varied administrative role within a collaborative environment. The Role As a Customer Service Administrator, you will provide support across multiple communication channels, ensuring customers, partners, and internal teams receive timely and accurate assistance. To be considered for the role, you ll require the following essentials: Previous experience in an administrative or customer service role. Excellent communication skills with a customer-focused approach. Strong organisational skills and the ability to manage multiple tasks. Experience working both independently and as part of a team. Confidence using IT systems, including Microsoft Office and CRM platforms. Experience with scheduling systems, databases, or dispatch tools (desirable). Familiarity with Salesforce or similar systems (advantageous). Within this position, you ll also be: Managing a range of administrative tasks across customer service channels. Handling both B2B and B2C enquiries, delivering a high standard of customer support. Supporting field operations by processing requests and ensuring accurate job completion. Coordinating consumables and assisting with internal processes relating to parts and services. Working closely with internal teams including Customer Care, Planning, and Operations to improve workflow efficiency. Maintaining accurate records using spreadsheets, CRM systems, and reporting tools. Supporting the timely dispatch of customer communications and operational updates. Hours and Salary Monday to Friday 30 hours between 8am and 5pm to be agreed with candidate 25 days annual leave plus Banks (PR) Excellent Pension Parking on site Progression and development opportunities Talk Staff Recruitment is an established division of Talk Staff Group and works with companies throughout the East Midlands and UK with roles including many areas such as: Accountancy & Finance, Human Resources, Marketing, Contact Centre and Office Support. Talk Staff Recruitment act as an Recruitment Agency in relation to this vacancy. See our website for more details and jobs available - (url removed) (phone number removed)
Apr 09, 2026
Full time
We are working with a well-established organisation that is looking to recruit a Customer Service Administrator to join their busy support team. This is a fantastic opportunity for an organised and customer-focused individual to work in a varied administrative role within a collaborative environment. The Role As a Customer Service Administrator, you will provide support across multiple communication channels, ensuring customers, partners, and internal teams receive timely and accurate assistance. To be considered for the role, you ll require the following essentials: Previous experience in an administrative or customer service role. Excellent communication skills with a customer-focused approach. Strong organisational skills and the ability to manage multiple tasks. Experience working both independently and as part of a team. Confidence using IT systems, including Microsoft Office and CRM platforms. Experience with scheduling systems, databases, or dispatch tools (desirable). Familiarity with Salesforce or similar systems (advantageous). Within this position, you ll also be: Managing a range of administrative tasks across customer service channels. Handling both B2B and B2C enquiries, delivering a high standard of customer support. Supporting field operations by processing requests and ensuring accurate job completion. Coordinating consumables and assisting with internal processes relating to parts and services. Working closely with internal teams including Customer Care, Planning, and Operations to improve workflow efficiency. Maintaining accurate records using spreadsheets, CRM systems, and reporting tools. Supporting the timely dispatch of customer communications and operational updates. Hours and Salary Monday to Friday 30 hours between 8am and 5pm to be agreed with candidate 25 days annual leave plus Banks (PR) Excellent Pension Parking on site Progression and development opportunities Talk Staff Recruitment is an established division of Talk Staff Group and works with companies throughout the East Midlands and UK with roles including many areas such as: Accountancy & Finance, Human Resources, Marketing, Contact Centre and Office Support. Talk Staff Recruitment act as an Recruitment Agency in relation to this vacancy. See our website for more details and jobs available - (url removed) (phone number removed)
Job Title: Senior Salesforce Administrator Location: London Salary: £60,000 £65,000 per annum Contract Type: Permanent Working Pattern: Some hybrid working (3 days in office, 2 days WFH) Ideal Start: October 2025 Expert Salesforce Administrator needed take ownership, lead improvements, and drive impact! Our client, a well-established not-for-profit organisation , is seeking a Senior Salesforce Administrator to own, manage, and optimise their Salesforce platform. This is a hands-on, strategic role for an experienced administrator who can combine deep technical knowledge with the ability to lead improvements, streamline processes, and provide guidance across the organisation. You will work closely with senior stakeholders, shape the long-term roadmap, and ensure Salesforce delivers maximum value to the organisation and its mission. Key Responsibilities Serve as the organisation s Salesforce subject matter expert , supporting end users and ensuring the smooth running of the system Manage the support queue , resolving issues and escalating complex cases to external support Drive system improvements, process automation, and new integrations (Eventbrite, Asperato, SurveyMonkey, PowerBI) Lead on workflow optimisations, Flows, AI features, and advanced automation projects Build dashboards and reporting for senior leaders, defining success metrics and demonstrating impact Own the long-term Salesforce roadmap , aligning platform capabilities with organisational goals Manage relationships with external Salesforce vendors , including contract oversight and performance management Maintain training materials, documentation, and induction programs , ensuring all users are confident and competent Proactively monitor data quality , enforce best practices, and ensure GDPR compliance What We re Looking For Must Haves Certified Salesforce Administrator with extensive hands-on experience Proven track record of driving system improvements and strategic Salesforce developments Strong experience with Flows, Process Builder, reporting, and automation tools Ability to work with senior stakeholders , translating business needs into Salesforce functionality Experience managing external vendors or consultants Exceptional communication, influencing, and stakeholder management skills Highly organised, self-motivated, and able to manage multiple projects simultaneously Desirable Experience with marketing automation platforms , e.g., Pardot, building campaigns, emails, and nurturing sequences Familiarity with HTML for marketing communications Why Join? Permanent role with competitive salary of £60k £65k Opportunity to lead Salesforce strategy and development for a mission-driven organisation Hands-on, high-impact role where your expertise will directly influence business performance and support the organisation s mission Plus great benefits How to Apply If you are an experienced Salesforce Administrator looking for your next challenge in the not-for-profit sector , Please click below to apply.
Oct 07, 2025
Full time
Job Title: Senior Salesforce Administrator Location: London Salary: £60,000 £65,000 per annum Contract Type: Permanent Working Pattern: Some hybrid working (3 days in office, 2 days WFH) Ideal Start: October 2025 Expert Salesforce Administrator needed take ownership, lead improvements, and drive impact! Our client, a well-established not-for-profit organisation , is seeking a Senior Salesforce Administrator to own, manage, and optimise their Salesforce platform. This is a hands-on, strategic role for an experienced administrator who can combine deep technical knowledge with the ability to lead improvements, streamline processes, and provide guidance across the organisation. You will work closely with senior stakeholders, shape the long-term roadmap, and ensure Salesforce delivers maximum value to the organisation and its mission. Key Responsibilities Serve as the organisation s Salesforce subject matter expert , supporting end users and ensuring the smooth running of the system Manage the support queue , resolving issues and escalating complex cases to external support Drive system improvements, process automation, and new integrations (Eventbrite, Asperato, SurveyMonkey, PowerBI) Lead on workflow optimisations, Flows, AI features, and advanced automation projects Build dashboards and reporting for senior leaders, defining success metrics and demonstrating impact Own the long-term Salesforce roadmap , aligning platform capabilities with organisational goals Manage relationships with external Salesforce vendors , including contract oversight and performance management Maintain training materials, documentation, and induction programs , ensuring all users are confident and competent Proactively monitor data quality , enforce best practices, and ensure GDPR compliance What We re Looking For Must Haves Certified Salesforce Administrator with extensive hands-on experience Proven track record of driving system improvements and strategic Salesforce developments Strong experience with Flows, Process Builder, reporting, and automation tools Ability to work with senior stakeholders , translating business needs into Salesforce functionality Experience managing external vendors or consultants Exceptional communication, influencing, and stakeholder management skills Highly organised, self-motivated, and able to manage multiple projects simultaneously Desirable Experience with marketing automation platforms , e.g., Pardot, building campaigns, emails, and nurturing sequences Familiarity with HTML for marketing communications Why Join? Permanent role with competitive salary of £60k £65k Opportunity to lead Salesforce strategy and development for a mission-driven organisation Hands-on, high-impact role where your expertise will directly influence business performance and support the organisation s mission Plus great benefits How to Apply If you are an experienced Salesforce Administrator looking for your next challenge in the not-for-profit sector , Please click below to apply.
Salesforce Administrator We are looking for a Salesforce Administrator to join the team in this integral role, helping the organisation achieve its ambitions. Position: Salesforce Administrator (internally known as Salesforce Coordinator) Location: Remote (with some travel to London as required) Hours: Full time, permanent (37.5 hours per week) Contract: Permanent Salary: £27,000 - £30,500 p.a., depending on experience (plus £3,000 London weighting, if applicable) Closing Date: Monday 20th October 2025 About the Role You will ensure the effective maintenance and development of Salesforce to support programme delivery, volunteer recruitment, and partnerships management. You will have full oversight of the system, independently making updates (e.g. reports, fields, custom objects, flows, and user management) and escalating complex needs to Impact Box or the line manager. As the first point of contact for user requests, you will assign and manage queries to ensure timely resolution. The platform integrates with Moodle, requiring collaboration across teams to support online learning and ongoing functionality improvements aligned with organisational goals. Role responsibilities include: Salesforce administration, including managing user roles, permissions, page layouts, custom objects, and flows. Troubleshooting issues, data cleansing and implementing secure system changes. Evaluating and deploying Salesforce updates, manage Mass Action Schedulers and document workflows. Advising on system development viability and working in sandbox environments to test and deploy changes effectively. About You Someone with previous experience implementing, configuring, or administering Salesforce (1-2 years) would be ideal, as would having experience in an educational or non-profit organisation, but this isn't essential. Skills and Competencies: Salesforce administration: Ability to manage and maintain user accounts, profiles, roles, and permissions. Reporting and dashboards: Knowledge of how to configure and maintain custom report types, reports, and dashboards Customisation and configuration: Ability to configure, build, and maintain custom Salesforce functionality including custom objects, fields, page layouts, process builders, flows, and workflows Data cleaning: Good knowledge of Excel to cleanse and analyse data (knowledge of Power Query desirable) Integration: Knowledge of Salesforce integrations such as Form Assembly or Zapier (desirable), and how to import and export data into Salesforce using Dataloader, XL Connector, or equivalent About the Organisation Join a data-driven organisation with robust monitoring and evaluation systems, that tracks student progress, assesses the impact of its programmes and uses real-time data to improve delivery. By combining academic, demographic, and outcome data, the team measures university readiness and shares this impact externally. Benefits include: 25 days annual leave p.a. (pro rata) plus Bank Holidays and 5 Winter closure days. PerkBox Employee Assistance Programme Online Medical assistance Interest-free travelcard loans Cyclescheme loans Paid wellbeing day 2 paid Volunteering Days Employer's pensions contributions (3%) CPD options in line with L&D programme Staff Mentoring scheme The charity is an equal opportunities employer and we welcome applications from people from all backgrounds. If you believe you have most of the skills to fulfil the role we encourage you to apply. Amongst staff at our organisation, there is under-representation of people who are Black, Asian or people from ethnic minority backgrounds, disabled, care-experienced, from low socio-economic backgrounds, and who are LGBTQIA+. We also particularly welcome applications from people with lived experience in reference to our mission. We are proud to be a Level 1 Disability Confident employer. If you require any reasonable adjustments please contact us. Please note, if you are selected for appointment to the role, you will be subject to a DBS check. You also have experience in roles such as Salesforce Administrator, Salesforce Coordinator, Salesforce Support Coordinator, Salesforce Trainer, CRM Administrator, CRM Coordinator, CRM Support Coordinator, CRM Trainer. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Oct 07, 2025
Full time
Salesforce Administrator We are looking for a Salesforce Administrator to join the team in this integral role, helping the organisation achieve its ambitions. Position: Salesforce Administrator (internally known as Salesforce Coordinator) Location: Remote (with some travel to London as required) Hours: Full time, permanent (37.5 hours per week) Contract: Permanent Salary: £27,000 - £30,500 p.a., depending on experience (plus £3,000 London weighting, if applicable) Closing Date: Monday 20th October 2025 About the Role You will ensure the effective maintenance and development of Salesforce to support programme delivery, volunteer recruitment, and partnerships management. You will have full oversight of the system, independently making updates (e.g. reports, fields, custom objects, flows, and user management) and escalating complex needs to Impact Box or the line manager. As the first point of contact for user requests, you will assign and manage queries to ensure timely resolution. The platform integrates with Moodle, requiring collaboration across teams to support online learning and ongoing functionality improvements aligned with organisational goals. Role responsibilities include: Salesforce administration, including managing user roles, permissions, page layouts, custom objects, and flows. Troubleshooting issues, data cleansing and implementing secure system changes. Evaluating and deploying Salesforce updates, manage Mass Action Schedulers and document workflows. Advising on system development viability and working in sandbox environments to test and deploy changes effectively. About You Someone with previous experience implementing, configuring, or administering Salesforce (1-2 years) would be ideal, as would having experience in an educational or non-profit organisation, but this isn't essential. Skills and Competencies: Salesforce administration: Ability to manage and maintain user accounts, profiles, roles, and permissions. Reporting and dashboards: Knowledge of how to configure and maintain custom report types, reports, and dashboards Customisation and configuration: Ability to configure, build, and maintain custom Salesforce functionality including custom objects, fields, page layouts, process builders, flows, and workflows Data cleaning: Good knowledge of Excel to cleanse and analyse data (knowledge of Power Query desirable) Integration: Knowledge of Salesforce integrations such as Form Assembly or Zapier (desirable), and how to import and export data into Salesforce using Dataloader, XL Connector, or equivalent About the Organisation Join a data-driven organisation with robust monitoring and evaluation systems, that tracks student progress, assesses the impact of its programmes and uses real-time data to improve delivery. By combining academic, demographic, and outcome data, the team measures university readiness and shares this impact externally. Benefits include: 25 days annual leave p.a. (pro rata) plus Bank Holidays and 5 Winter closure days. PerkBox Employee Assistance Programme Online Medical assistance Interest-free travelcard loans Cyclescheme loans Paid wellbeing day 2 paid Volunteering Days Employer's pensions contributions (3%) CPD options in line with L&D programme Staff Mentoring scheme The charity is an equal opportunities employer and we welcome applications from people from all backgrounds. If you believe you have most of the skills to fulfil the role we encourage you to apply. Amongst staff at our organisation, there is under-representation of people who are Black, Asian or people from ethnic minority backgrounds, disabled, care-experienced, from low socio-economic backgrounds, and who are LGBTQIA+. We also particularly welcome applications from people with lived experience in reference to our mission. We are proud to be a Level 1 Disability Confident employer. If you require any reasonable adjustments please contact us. Please note, if you are selected for appointment to the role, you will be subject to a DBS check. You also have experience in roles such as Salesforce Administrator, Salesforce Coordinator, Salesforce Support Coordinator, Salesforce Trainer, CRM Administrator, CRM Coordinator, CRM Support Coordinator, CRM Trainer. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
