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Robert Half
Project Manager - IT
Robert Half
NetSuite Consultant / Administrator (Contract) 3-6 months London Robert Half have partnered with a growing organisation looking to bring in a talented NetSuite Consultant / Administrator to take ownership of their system and drive practical improvements. This is a hands-on role, they need someone who understands how NetSuite is configured, how the different modules interact, and can make changes confidently to improve how the business operates day to day. What you'll be doing: Owning the NetSuite environment from a configuration and administration perspective Reviewing current setup, workflows, and processes to identify improvement opportunities Making hands-on system changes (workflows, forms, fields, roles/permissions, saved searches, etc.) Ensuring the system is set up efficiently across finance and operational processes Troubleshooting issues and resolving system-related queries from users Working closely with finance and ops teams to understand how processes flow through NetSuite and optimise where needed Supporting reporting and helping improve data visibility across the business Assisting with enhancements, integrations, and ongoing system improvements What they're looking for: Strong hands-on NetSuite experience with a focus on configuration and administration Good technical understanding of how NetSuite modules interact (e.g. finance, order management, inventory etc.) Experience making system changes yourself rather than relying on third parties Solid grasp of finance processes (order-to-cash, P2P, reporting) Comfortable troubleshooting issues and improving existing setups Experience working in SME environments Someone who can work independently and take ownership of the platform Nice to have (not essential): Exposure to Salesforce Experience supporting integrations or working alongside technical teams Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:
Jun 11, 2026
Contractor
NetSuite Consultant / Administrator (Contract) 3-6 months London Robert Half have partnered with a growing organisation looking to bring in a talented NetSuite Consultant / Administrator to take ownership of their system and drive practical improvements. This is a hands-on role, they need someone who understands how NetSuite is configured, how the different modules interact, and can make changes confidently to improve how the business operates day to day. What you'll be doing: Owning the NetSuite environment from a configuration and administration perspective Reviewing current setup, workflows, and processes to identify improvement opportunities Making hands-on system changes (workflows, forms, fields, roles/permissions, saved searches, etc.) Ensuring the system is set up efficiently across finance and operational processes Troubleshooting issues and resolving system-related queries from users Working closely with finance and ops teams to understand how processes flow through NetSuite and optimise where needed Supporting reporting and helping improve data visibility across the business Assisting with enhancements, integrations, and ongoing system improvements What they're looking for: Strong hands-on NetSuite experience with a focus on configuration and administration Good technical understanding of how NetSuite modules interact (e.g. finance, order management, inventory etc.) Experience making system changes yourself rather than relying on third parties Solid grasp of finance processes (order-to-cash, P2P, reporting) Comfortable troubleshooting issues and improving existing setups Experience working in SME environments Someone who can work independently and take ownership of the platform Nice to have (not essential): Exposure to Salesforce Experience supporting integrations or working alongside technical teams Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:
Boden Group
CAFM Specialist
Boden Group City, Birmingham
Are you eager to make a significant impact in a role that combines operational excellence with innovative technology? A leading company in the industrial services and Facilities Management space is seeking an Inhouse Consultant LeadecOS / CAFM Specialist based in Coventry (with travel across UK sites). This is not a pure IT or systems administrator role; it is a dynamic blend of CAFM system management, process improvement, user training, and data analysis. As this market leader expands its hard FM and technical services footprint, you will serve as the UK subject matter expert, driving the deployment and optimisation of a newly launched, custom platform to transform service delivery nationwide. The Role As the Inhouse Consultant CAFM Specialist, you ll: Lead System Implementation & Rollout: Spearhead system deployments across the UK, gathering business requirements, configuring the platform to optimise workflows, and ensuring total alignment with global standards. Drive Operational Improvement: Partner closely with site managers and operational teams to improve business processes, maximise system utilisation, and support the seamless mobilisation of new contracts and sites. Deliver User Support & Training: Act as the primary point of contact for system queries, conducting comprehensive training for managers, helpdesk teams, and administrators while producing clear user guides and documentation. Manage Data & Advanced Reporting: Maintain rigorous data quality across multiple sites, analysing operational trends and leveraging advanced Excel tools (such as Pivot Tables, Power Query, and complex formulas) to deliver actionable insights. You To be successful in the role of In-house Consultant CAFM Specialist, you ll bring: Operational CAFM Expertise: Strong operational awareness and practical experience supporting CAFM, field service, or service management systems from an operations standpoint, rather than a purely IT infrastructure angle. Relevant experience is desirable: Experience in CAFM , FM systems managers, helpdesk managers/team leaders, mobilisation managers with CAFM exposure, or FM operations professionals with exceptional systems knowledge. Advanced Data & Technical Skills: High proficiency in Microsoft Excel to manage structured datasets. Familiarity with Salesforce, project implementation, or exposure to industrial/hard services is highly desirable. Excellent Stakeholder Management: Superior communication skills to seamlessly bridge the gap between UK operations and European stakeholders. Mobility & Flexibility: A full UK driving license and a willingness to travel regularly to support a diverse site portfolio spanning Coventry, Solihull, Birmingham, Warrington, Hinkley, Crewe. What's in it for you? This role offers significant autonomy as the UK lead for the platform, providing a unique opportunity to shape how a major CAFM application develops across the business. You will benefit from a highly collaborative structure, reporting directly to the UK Head of Engineering & Projects. The position offers: A basic salary of £50,000 (with flexibility up to £60,000 for the right candidate). A £5,000 car allowance and a performance-related bonus scheme worth up to 20% . A balanced 37.5-hour working week with hybrid arrangements (typically 3 days on-site/2 days WFH, with more site presence required during critical mobilisations). Direct influence on high-profile operational projects that enhance business efficiency. Apply Now! To apply for the position of Inhouse Consultant LeadecOS / CAFM Specialist, click Apply Now and send your CV to Olivia Blake. Interviews are taking place now, so don t miss your chance to secure this impactful role!
Jun 11, 2026
Full time
Are you eager to make a significant impact in a role that combines operational excellence with innovative technology? A leading company in the industrial services and Facilities Management space is seeking an Inhouse Consultant LeadecOS / CAFM Specialist based in Coventry (with travel across UK sites). This is not a pure IT or systems administrator role; it is a dynamic blend of CAFM system management, process improvement, user training, and data analysis. As this market leader expands its hard FM and technical services footprint, you will serve as the UK subject matter expert, driving the deployment and optimisation of a newly launched, custom platform to transform service delivery nationwide. The Role As the Inhouse Consultant CAFM Specialist, you ll: Lead System Implementation & Rollout: Spearhead system deployments across the UK, gathering business requirements, configuring the platform to optimise workflows, and ensuring total alignment with global standards. Drive Operational Improvement: Partner closely with site managers and operational teams to improve business processes, maximise system utilisation, and support the seamless mobilisation of new contracts and sites. Deliver User Support & Training: Act as the primary point of contact for system queries, conducting comprehensive training for managers, helpdesk teams, and administrators while producing clear user guides and documentation. Manage Data & Advanced Reporting: Maintain rigorous data quality across multiple sites, analysing operational trends and leveraging advanced Excel tools (such as Pivot Tables, Power Query, and complex formulas) to deliver actionable insights. You To be successful in the role of In-house Consultant CAFM Specialist, you ll bring: Operational CAFM Expertise: Strong operational awareness and practical experience supporting CAFM, field service, or service management systems from an operations standpoint, rather than a purely IT infrastructure angle. Relevant experience is desirable: Experience in CAFM , FM systems managers, helpdesk managers/team leaders, mobilisation managers with CAFM exposure, or FM operations professionals with exceptional systems knowledge. Advanced Data & Technical Skills: High proficiency in Microsoft Excel to manage structured datasets. Familiarity with Salesforce, project implementation, or exposure to industrial/hard services is highly desirable. Excellent Stakeholder Management: Superior communication skills to seamlessly bridge the gap between UK operations and European stakeholders. Mobility & Flexibility: A full UK driving license and a willingness to travel regularly to support a diverse site portfolio spanning Coventry, Solihull, Birmingham, Warrington, Hinkley, Crewe. What's in it for you? This role offers significant autonomy as the UK lead for the platform, providing a unique opportunity to shape how a major CAFM application develops across the business. You will benefit from a highly collaborative structure, reporting directly to the UK Head of Engineering & Projects. The position offers: A basic salary of £50,000 (with flexibility up to £60,000 for the right candidate). A £5,000 car allowance and a performance-related bonus scheme worth up to 20% . A balanced 37.5-hour working week with hybrid arrangements (typically 3 days on-site/2 days WFH, with more site presence required during critical mobilisations). Direct influence on high-profile operational projects that enhance business efficiency. Apply Now! To apply for the position of Inhouse Consultant LeadecOS / CAFM Specialist, click Apply Now and send your CV to Olivia Blake. Interviews are taking place now, so don t miss your chance to secure this impactful role!
Elix Sourcing Solutions Limited
IT Technician - CRM Specialist
Elix Sourcing Solutions Limited Stoke-on-trent, Staffordshire
IT Technician - CRM Specialist £36,000 - £40,000 + Training + Benefits Monday - Friday, 08:00 - 16:30 Stoke-On-Trent - Commutable from Newcastle Under Lyme, Cheadle, Leek, Stafford & Uttoxter Do you have experience building & using systems such as salesforce, Zoho and Dynamic? Do you have strong organization, administration and IT skills? Are you looking for an exciting new role within a leading engineering business who pride themselves on excellent training, development and staff retention? Due to continued growth, my client is looking for a CRM specialist to join the team at their state of the art facility near Stoke-On-Trent. The successful applicant will be responsible for all administration duties relating to the CRM systems to ensure that maximum performance and reliability is achieved. You will play a vital role in new projects and implementation projects within the business, working with the senior management and sales teams. This role is in a very fast paced team and will offer excellent variety, training and stability. This is a great time to join an industry leading special purpose machinery manufacturing business who have continued to go from strength to strength over the past few years. With an excellent track record of developing, promoting and retaining their staff this is a great chance to secure your next role and make a real difference within the team. for more information please apply and contact Patrick Walsh - REF 5114 The Role: Managing the companies CRM systems Playing a key role in new projects Working within a busy and fast paced sales team Administration and implementation projects The Candidate: Strong experience using CRM systems such as Salesforce & Zoho Strong IT and CRM building/administration experience Keen to learn and develop your skills A commutable distance to Stoke-On-Trent elix sourcing solutions is a specialist recruiter for Engineering, IT 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. IT Technician Second Line Support Sales CRM Administrator Admin Salesforce ERP Zoho Office Coordinator Engineering Production Manufacturing Stoke-on-Trent Crewe Congleton Leek Cheadle Stone Stafford Whitchurch Market Drayton Ashbourne Newcastle Under Lyme Cheadle Leek Stafford Uttoxter INDMP
Jun 11, 2026
Full time
IT Technician - CRM Specialist £36,000 - £40,000 + Training + Benefits Monday - Friday, 08:00 - 16:30 Stoke-On-Trent - Commutable from Newcastle Under Lyme, Cheadle, Leek, Stafford & Uttoxter Do you have experience building & using systems such as salesforce, Zoho and Dynamic? Do you have strong organization, administration and IT skills? Are you looking for an exciting new role within a leading engineering business who pride themselves on excellent training, development and staff retention? Due to continued growth, my client is looking for a CRM specialist to join the team at their state of the art facility near Stoke-On-Trent. The successful applicant will be responsible for all administration duties relating to the CRM systems to ensure that maximum performance and reliability is achieved. You will play a vital role in new projects and implementation projects within the business, working with the senior management and sales teams. This role is in a very fast paced team and will offer excellent variety, training and stability. This is a great time to join an industry leading special purpose machinery manufacturing business who have continued to go from strength to strength over the past few years. With an excellent track record of developing, promoting and retaining their staff this is a great chance to secure your next role and make a real difference within the team. for more information please apply and contact Patrick Walsh - REF 5114 The Role: Managing the companies CRM systems Playing a key role in new projects Working within a busy and fast paced sales team Administration and implementation projects The Candidate: Strong experience using CRM systems such as Salesforce & Zoho Strong IT and CRM building/administration experience Keen to learn and develop your skills A commutable distance to Stoke-On-Trent elix sourcing solutions is a specialist recruiter for Engineering, IT 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. IT Technician Second Line Support Sales CRM Administrator Admin Salesforce ERP Zoho Office Coordinator Engineering Production Manufacturing Stoke-on-Trent Crewe Congleton Leek Cheadle Stone Stafford Whitchurch Market Drayton Ashbourne Newcastle Under Lyme Cheadle Leek Stafford Uttoxter INDMP
Contechs Consulting
Operational Efficiency and Automation Specialist
Contechs Consulting City, Manchester
Position Title: Operational Efficiency and Automation Specialist Duration: 6 Month Contract Location: Manchester Applicants MUST have proof of immediate, on-going and valid eligibility to work full time in the UK and travel within the EU. Position Description: The Operational Efficiency and Automation Specialist plays a critical role in driving the Clients' Credit's digital transformation within the Manchester Business Centre (MBC) Operations. This role focuses on leveraging data analysis, automation, and cross-functional collaboration to improve operational efficiency and create customer-centric solutions. A key immediate focus for this role will be leading the strategic migration and decommissioning of legacy Alteryx workflows by 2027, evaluating modern alternative tools, and transitioning processes seamlessly. The successful candidate will work closely with MBC Departments, Compliance, Product, and Engineering teams to identify, implement, and maintain efficient processes, ensuring Salesforce and other core systems are leveraged to their full potential. Essential Skills & Experience: Data Analysis & Visualisation: Proven ability to analyse operational data, identify trends, and extract actionable insights. Proficiency in SQL and data visualisation tools (specifically Power BI). ETL & Data Migration Experience: Experience working with ETL (Extract, Transform, Load) processes. Hands-on experience with Alteryx (or a strong understanding of how to audit and migrate Alteryx workflows to other modern tools) is highly desirable. Automation & Low-Code Development: Hands-on experience implementing workflow automation and business applications using Power Automate, Power Apps, or similar tools. Salesforce Familiarity: Experience working with Salesforce, including extracting data, understanding Salesforce object structures, running reports, or integrating Salesforce with external databases and automation tools. Process Mapping & Problem Solving: Strong understanding of process optimisation methodologies and experience documenting workflows. Project Management: Proven ability to manage projects from inception to completion specifically time-bound migration or systems-transition projects. Communication & Collaboration: Excellent communication skills, with the ability to translate complex technical, migration, or data concepts to non-technical operational stakeholders. Preferred Skills & Experience: Direct experience leading a software decommissioning or tool-migration project. Experience with Python or R for advanced data analysis and ETL scripting. Experience working with Big Data environments and cloud-based platforms (e.g., Microsoft Azure, Google Cloud Platform). Salesforce Administrator or Developer certifications (or equivalent hands-on experience configuring Salesforce flows). Experience working within a regulated financial services environment (e.g., previous Client Credit or similar). Experience Required: Principle Duties: Alteryx Migration & Tool Evaluation (Key Strategic Project): Lead the audit, decommissioning, and migration of legacy Alteryx workflows by 2027. Evaluate modern alternative solutions (e.g., Power Platform, Python, SQL, or other ETL tools), design the transition roadmap, and execute the migration of data pipelines to ensure zero business disruption. Data Analysis & Insight Generation: Analyse operational data (including Salesforce and other core platform data) to identify trends, patterns, and areas for improvement. Develop data-driven recommendations for process optimisation. Create and maintain reports and dashboards (primarily in Power BI) to visualise key performance indicators (KPIs). Automation Solution Development & Implementation: Design, develop, and implement automation solutions (using Power Automate, Power Apps, or similar low-code tools) to streamline operational processes. Integrate these solutions with core platforms like Salesforce to automate manual data entry and system updates. Process Optimisation & Re-engineering: Identify and eliminate inefficiencies in operational processes. Partner with business units to map, develop, and implement improved workflows, documenting changes and training staff as needed. AI Tool Optimisation & Support: Provide expert support and training to operational teams on the effective use of existing AI tools. Develop training materials, troubleshoot issues, and track user adoption. Cross-Functional Collaboration & Data Governance: Collaborate closely with Product, Engineering, and Compliance teams to support the deployment of new AI and automation projects. Ensure data quality, accuracy, and compliance with relevant regulations during migrations and integrations. Additional Information : Location: Hybrid (minimum 3 days per week in the Manchester office) Contechs is a leading Automotive, Design, Engineering, Technology and Innovation Recruitment Consultancy. Founded in 1997, with an inhouse Contractor Care Team to support all external employees, acts as an employment agency for permanent and contract recruitment. How to Apply If you're interested in applying for this position, submit your application and one of our recruiters will be in touch.
Jun 11, 2026
Contractor
Position Title: Operational Efficiency and Automation Specialist Duration: 6 Month Contract Location: Manchester Applicants MUST have proof of immediate, on-going and valid eligibility to work full time in the UK and travel within the EU. Position Description: The Operational Efficiency and Automation Specialist plays a critical role in driving the Clients' Credit's digital transformation within the Manchester Business Centre (MBC) Operations. This role focuses on leveraging data analysis, automation, and cross-functional collaboration to improve operational efficiency and create customer-centric solutions. A key immediate focus for this role will be leading the strategic migration and decommissioning of legacy Alteryx workflows by 2027, evaluating modern alternative tools, and transitioning processes seamlessly. The successful candidate will work closely with MBC Departments, Compliance, Product, and Engineering teams to identify, implement, and maintain efficient processes, ensuring Salesforce and other core systems are leveraged to their full potential. Essential Skills & Experience: Data Analysis & Visualisation: Proven ability to analyse operational data, identify trends, and extract actionable insights. Proficiency in SQL and data visualisation tools (specifically Power BI). ETL & Data Migration Experience: Experience working with ETL (Extract, Transform, Load) processes. Hands-on experience with Alteryx (or a strong understanding of how to audit and migrate Alteryx workflows to other modern tools) is highly desirable. Automation & Low-Code Development: Hands-on experience implementing workflow automation and business applications using Power Automate, Power Apps, or similar tools. Salesforce Familiarity: Experience working with Salesforce, including extracting data, understanding Salesforce object structures, running reports, or integrating Salesforce with external databases and automation tools. Process Mapping & Problem Solving: Strong understanding of process optimisation methodologies and experience documenting workflows. Project Management: Proven ability to manage projects from inception to completion specifically time-bound migration or systems-transition projects. Communication & Collaboration: Excellent communication skills, with the ability to translate complex technical, migration, or data concepts to non-technical operational stakeholders. Preferred Skills & Experience: Direct experience leading a software decommissioning or tool-migration project. Experience with Python or R for advanced data analysis and ETL scripting. Experience working with Big Data environments and cloud-based platforms (e.g., Microsoft Azure, Google Cloud Platform). Salesforce Administrator or Developer certifications (or equivalent hands-on experience configuring Salesforce flows). Experience working within a regulated financial services environment (e.g., previous Client Credit or similar). Experience Required: Principle Duties: Alteryx Migration & Tool Evaluation (Key Strategic Project): Lead the audit, decommissioning, and migration of legacy Alteryx workflows by 2027. Evaluate modern alternative solutions (e.g., Power Platform, Python, SQL, or other ETL tools), design the transition roadmap, and execute the migration of data pipelines to ensure zero business disruption. Data Analysis & Insight Generation: Analyse operational data (including Salesforce and other core platform data) to identify trends, patterns, and areas for improvement. Develop data-driven recommendations for process optimisation. Create and maintain reports and dashboards (primarily in Power BI) to visualise key performance indicators (KPIs). Automation Solution Development & Implementation: Design, develop, and implement automation solutions (using Power Automate, Power Apps, or similar low-code tools) to streamline operational processes. Integrate these solutions with core platforms like Salesforce to automate manual data entry and system updates. Process Optimisation & Re-engineering: Identify and eliminate inefficiencies in operational processes. Partner with business units to map, develop, and implement improved workflows, documenting changes and training staff as needed. AI Tool Optimisation & Support: Provide expert support and training to operational teams on the effective use of existing AI tools. Develop training materials, troubleshoot issues, and track user adoption. Cross-Functional Collaboration & Data Governance: Collaborate closely with Product, Engineering, and Compliance teams to support the deployment of new AI and automation projects. Ensure data quality, accuracy, and compliance with relevant regulations during migrations and integrations. Additional Information : Location: Hybrid (minimum 3 days per week in the Manchester office) Contechs is a leading Automotive, Design, Engineering, Technology and Innovation Recruitment Consultancy. Founded in 1997, with an inhouse Contractor Care Team to support all external employees, acts as an employment agency for permanent and contract recruitment. How to Apply If you're interested in applying for this position, submit your application and one of our recruiters will be in touch.
Planet Recruitment
Salesforce Administrator
Planet Recruitment City, Manchester
Position: Salesforce Administrator Location: Manchester - Hybrid 2/3 days Perm Role - 45k - 50k Job Purpose. The Salesforce Administrator is responsible for the configuration, maintenance, and continuous improvement of the Salesforce platform , ensuring it effectively supports business processes, users, and data integrity. The role acts as the primary point of contact for Salesforce users, driving adoption, usability, and ongoing optimisation of the system. Job context & scope Key Duties and Responsibilities Salesforce Administrator: The responsibilities for the role include, but are not limited to: Salesforce Platform Management Configure and maintain Salesforce features including objects, fields, page layouts, flows, validation rules, and reports Manage user accounts, profiles, roles, permissions, and security settings Ensure system availability, performance, and data integrity Implement and maintain automation using Salesforce tools (Flows, Approval Processes) User Support & Training Act as first-line support for Salesforce-related issues and questions Troubleshoot and resolve system errors and user-reported issues Deliver user training, documentation, and guidance to improve adoption Gather feedback and translate business requirements into Salesforce solutions Data Management & Reporting Maintain high standards of data quality, accuracy, and consistency Perform data imports, exports, deduplication, and cleansing Create and maintain dashboards and reports to support business insight and decision-making Change Management & Continuous Improvement Manage Salesforce releases and coordinate testing of new features Assess impact of platform updates and communicate changes to users Identify opportunities to enhance efficiency through automation and process improvements Support minor enhancements and collaborate with developers on more complex changes Security, Compliance & Best Practice Ensure Salesforce usage complies with security, privacy, and regulatory requirements Manage access controls and audit trails Follow Salesforce and organizational best practices Maintain system documentation and configuration records Stakeholder & Vendor Collaboration Liaise with business stakeholders to understand requirements and priorities Work with Salesforce vendors, partners, or developers as needed Support integration with other systems where applicable Transformation Provide support to the wider Transformation Team on non-Salesforce related change activity if applicable and / or there is downtime Requirements for the role Proven experience as a Salesforce Administrator or similar role Strong communication and interpersonal skills. Salesforce Administrator Certification (ADM 201) - preferred Experience supporting Sales, Service, or Marketing Cloud Understanding of CRM processes and business workflows INDIT Planet Recruitment is acting as an Employment Business in relation to this vacancy.
Jun 10, 2026
Full time
Position: Salesforce Administrator Location: Manchester - Hybrid 2/3 days Perm Role - 45k - 50k Job Purpose. The Salesforce Administrator is responsible for the configuration, maintenance, and continuous improvement of the Salesforce platform , ensuring it effectively supports business processes, users, and data integrity. The role acts as the primary point of contact for Salesforce users, driving adoption, usability, and ongoing optimisation of the system. Job context & scope Key Duties and Responsibilities Salesforce Administrator: The responsibilities for the role include, but are not limited to: Salesforce Platform Management Configure and maintain Salesforce features including objects, fields, page layouts, flows, validation rules, and reports Manage user accounts, profiles, roles, permissions, and security settings Ensure system availability, performance, and data integrity Implement and maintain automation using Salesforce tools (Flows, Approval Processes) User Support & Training Act as first-line support for Salesforce-related issues and questions Troubleshoot and resolve system errors and user-reported issues Deliver user training, documentation, and guidance to improve adoption Gather feedback and translate business requirements into Salesforce solutions Data Management & Reporting Maintain high standards of data quality, accuracy, and consistency Perform data imports, exports, deduplication, and cleansing Create and maintain dashboards and reports to support business insight and decision-making Change Management & Continuous Improvement Manage Salesforce releases and coordinate testing of new features Assess impact of platform updates and communicate changes to users Identify opportunities to enhance efficiency through automation and process improvements Support minor enhancements and collaborate with developers on more complex changes Security, Compliance & Best Practice Ensure Salesforce usage complies with security, privacy, and regulatory requirements Manage access controls and audit trails Follow Salesforce and organizational best practices Maintain system documentation and configuration records Stakeholder & Vendor Collaboration Liaise with business stakeholders to understand requirements and priorities Work with Salesforce vendors, partners, or developers as needed Support integration with other systems where applicable Transformation Provide support to the wider Transformation Team on non-Salesforce related change activity if applicable and / or there is downtime Requirements for the role Proven experience as a Salesforce Administrator or similar role Strong communication and interpersonal skills. Salesforce Administrator Certification (ADM 201) - preferred Experience supporting Sales, Service, or Marketing Cloud Understanding of CRM processes and business workflows INDIT Planet Recruitment is acting as an Employment Business in relation to this vacancy.
Rothstein Recruitment Ltd
Salesforce Administrator/Developer - Financial Services Cloud & OmniStudio
Rothstein Recruitment Ltd
Salesforce Administrator/Developer - Financial Services Cloud & OmniStudio We are seeking a hands-on Salesforce Administratorto join the Run/Ops team of a major UK bank, supporting and enhancing a business-critical Salesforce platform.Working closely with the Salesforce Technical Lead and Lead Architect, you will manage BAU requests and incidents while delivering platform enhancements across Salesforce Financial Services Cloud and Salesforce Industries/OmniStudio. Key responsibilities Support the day-to-day operation and maintenance of the Salesforce platform. Own Salesforce tickets and incidents raised by end users, from investigation through to build and resolution. Deliver enhancements across the existing Salesforce platform in partnership with the Technical Lead and Lead Architect. Develop and configure Salesforce solutions using both declarative and programmatic capabilities. Build functionality using Salesforce Lightning, Flows, Apex and Lightning Web Components. Work across Salesforce Industries/Vlocity and OmniStudio, including OmniScripts, FlexCards, DataRaptors and Integration Procedures. Build and support integrations between Salesforce and Legacy/internal systems. Produce technical documentation, solution artefacts and process documentation in line with organisational standards. Complete peer reviews and contribute to the quality and technical integrity of Salesforce solutions. Use Azure DevOps to support deployments of user stories, tickets and defects. Work within an Agile environment using JIRA and Confluence. Operate in line with the Bank's risk, governance and compliance framework. Skills and experience Experience in a hands-on Salesforce Administrator/Developer role. Strong experience with Salesforce Financial Services Cloud. Experience with Salesforce Industries/Vlocity. Good hands-on OmniStudio experience, including OmniScripts, FlexCards, DataRaptors and Integration Procedures. Strong knowledge of Salesforce Lightning, Flows, the Salesforce security model and configuration tools. Development experience using Lightning Web Components and Apex, including triggers and batch classes. Experience building or supporting integrations between Salesforce and other systems. Comfortable owning BAU support tickets and incidents alongside development and enhancement delivery. Experience using DevOps tooling and structured deployment processes, ideally Azure DevOps. Experience of Agile delivery environments and tools such as JIRA and Confluence. Desirable experience Experience within banking or financial services. Experience implementing eID&V solutions such as Onfido or Experian. Salesforce Administrator, Platform Developer, Platform App Builder or OmniStudio Developer certifications. Interested? Please apply! Salesforce Administrator Salesforce Developer Salesforce Financial Services Cloud FSC Salesforce Industries Vlocity OmniStudio OmniScripts FlexCards DataRaptors Integration Procedures Apex LWC Lightning Web Components Salesforce Lightning Flows Salesforce Security Model Azure DevOps JIRA Confluence Banking Financial Services Onfido Experian CRM Integrations
Jun 10, 2026
Contractor
Salesforce Administrator/Developer - Financial Services Cloud & OmniStudio We are seeking a hands-on Salesforce Administratorto join the Run/Ops team of a major UK bank, supporting and enhancing a business-critical Salesforce platform.Working closely with the Salesforce Technical Lead and Lead Architect, you will manage BAU requests and incidents while delivering platform enhancements across Salesforce Financial Services Cloud and Salesforce Industries/OmniStudio. Key responsibilities Support the day-to-day operation and maintenance of the Salesforce platform. Own Salesforce tickets and incidents raised by end users, from investigation through to build and resolution. Deliver enhancements across the existing Salesforce platform in partnership with the Technical Lead and Lead Architect. Develop and configure Salesforce solutions using both declarative and programmatic capabilities. Build functionality using Salesforce Lightning, Flows, Apex and Lightning Web Components. Work across Salesforce Industries/Vlocity and OmniStudio, including OmniScripts, FlexCards, DataRaptors and Integration Procedures. Build and support integrations between Salesforce and Legacy/internal systems. Produce technical documentation, solution artefacts and process documentation in line with organisational standards. Complete peer reviews and contribute to the quality and technical integrity of Salesforce solutions. Use Azure DevOps to support deployments of user stories, tickets and defects. Work within an Agile environment using JIRA and Confluence. Operate in line with the Bank's risk, governance and compliance framework. Skills and experience Experience in a hands-on Salesforce Administrator/Developer role. Strong experience with Salesforce Financial Services Cloud. Experience with Salesforce Industries/Vlocity. Good hands-on OmniStudio experience, including OmniScripts, FlexCards, DataRaptors and Integration Procedures. Strong knowledge of Salesforce Lightning, Flows, the Salesforce security model and configuration tools. Development experience using Lightning Web Components and Apex, including triggers and batch classes. Experience building or supporting integrations between Salesforce and other systems. Comfortable owning BAU support tickets and incidents alongside development and enhancement delivery. Experience using DevOps tooling and structured deployment processes, ideally Azure DevOps. Experience of Agile delivery environments and tools such as JIRA and Confluence. Desirable experience Experience within banking or financial services. Experience implementing eID&V solutions such as Onfido or Experian. Salesforce Administrator, Platform Developer, Platform App Builder or OmniStudio Developer certifications. Interested? Please apply! Salesforce Administrator Salesforce Developer Salesforce Financial Services Cloud FSC Salesforce Industries Vlocity OmniStudio OmniScripts FlexCards DataRaptors Integration Procedures Apex LWC Lightning Web Components Salesforce Lightning Flows Salesforce Security Model Azure DevOps JIRA Confluence Banking Financial Services Onfido Experian CRM Integrations
The Business Connection Group
Administrator
The Business Connection Group Wrexham, Clwyd
Working for a global manufacturing company within their prestigious, modern office, the t Administrator acts as a key link between customers, Business Development Managers and internal departments to ensure a high level of service and efficiency. This is a new role due to growth and the Administrator will join a small, highly motivated team to support the continued success of the wider business. Working Monday to Friday, the Administrator will be rewarded with 31 days holiday including Bank Holidays, life assurance, private medical insurance, pension scheme, and access to a benefits platform. To apply for this fantastic role, you will have experience within administration, sales processes and order management with preferred skills in Salesforce, SAP, or a similar system. Main Responsibilities Support with Sales Support activities, co-ordinate with internal departments such as sales, finance, production, customer services and also externally with customers Provide administration, maintenance and support for customer queries Liaise with finance on new account set ups, apply pricing and charges, along with specific product visibility Liaise with finance regarding business case requests from Business Development Managers (improved discount terms, retrospective payments for customers, etc) Create contractual agreements, set up contractual terms for retrospective and clawback payment/invoices for specific customers Liaise with 3rd party equipment providers, where there is a contractual agreement in place Amend discounts and charges on internal systems in agreement with Business Development Managers Set up DHL and DX shipment/collections for products Maintain Loyalty Points Scheme Pricing reconciliation and raise credits where applicable Apply product offers to specific customer accounts in agreement with Business Development Manager requests Place orders via SAP software for equipment and consumables Produce sales reports using various reporting tools (PowerBi, Cognos) Experience and skills required Experience of working within either sales support, administration or customer service Experience of working with systems including Salesforce, PowerBi, SAP, DocuSign (preferred) Familiarity with sales processes and order management Strong organisational and multitasking skills Excellent communication (written and verbal) Attention to detail and accuracy Customer focused mindset Good relationship builder/ team player Able to work on own initiative and good problem-solving skills Unfortunately, due to time restrictions we cannot respond to every applicant, in the event that we haven t contacted you within 48 hours please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies. We are an equal opportunities agency and welcome applicants from all backgrounds. We are acting on behalf of the client as an Employment Agency in relation to this vacancy.
Jun 10, 2026
Full time
Working for a global manufacturing company within their prestigious, modern office, the t Administrator acts as a key link between customers, Business Development Managers and internal departments to ensure a high level of service and efficiency. This is a new role due to growth and the Administrator will join a small, highly motivated team to support the continued success of the wider business. Working Monday to Friday, the Administrator will be rewarded with 31 days holiday including Bank Holidays, life assurance, private medical insurance, pension scheme, and access to a benefits platform. To apply for this fantastic role, you will have experience within administration, sales processes and order management with preferred skills in Salesforce, SAP, or a similar system. Main Responsibilities Support with Sales Support activities, co-ordinate with internal departments such as sales, finance, production, customer services and also externally with customers Provide administration, maintenance and support for customer queries Liaise with finance on new account set ups, apply pricing and charges, along with specific product visibility Liaise with finance regarding business case requests from Business Development Managers (improved discount terms, retrospective payments for customers, etc) Create contractual agreements, set up contractual terms for retrospective and clawback payment/invoices for specific customers Liaise with 3rd party equipment providers, where there is a contractual agreement in place Amend discounts and charges on internal systems in agreement with Business Development Managers Set up DHL and DX shipment/collections for products Maintain Loyalty Points Scheme Pricing reconciliation and raise credits where applicable Apply product offers to specific customer accounts in agreement with Business Development Manager requests Place orders via SAP software for equipment and consumables Produce sales reports using various reporting tools (PowerBi, Cognos) Experience and skills required Experience of working within either sales support, administration or customer service Experience of working with systems including Salesforce, PowerBi, SAP, DocuSign (preferred) Familiarity with sales processes and order management Strong organisational and multitasking skills Excellent communication (written and verbal) Attention to detail and accuracy Customer focused mindset Good relationship builder/ team player Able to work on own initiative and good problem-solving skills Unfortunately, due to time restrictions we cannot respond to every applicant, in the event that we haven t contacted you within 48 hours please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies. We are an equal opportunities agency and welcome applicants from all backgrounds. We are acting on behalf of the client as an Employment Agency in relation to this vacancy.
IT Technician - CRM Specialist
Elix Sourcing Solutions Stoke-on-trent, Staffordshire
IT Technician - CRM Specialist 36,000 - 40,000 + Training + Benefits Monday - Friday, 08:00 - 16:30 Stoke-On-Trent - Commutable from Newcastle Under Lyme, Cheadle, Leek, Stafford & Uttoxter Do you have experience building & using systems such as salesforce, Zoho and Dynamic? Do you have strong organization, administration and IT skills? Are you looking for an exciting new role within a leading engineering business who pride themselves on excellent training, development and staff retention? Due to continued growth, my client is looking for a CRM specialist to join the team at their state of the art facility near Stoke-On-Trent. The successful applicant will be responsible for all administration duties relating to the CRM systems to ensure that maximum performance and reliability is achieved. You will play a vital role in new projects and implementation projects within the business, working with the senior management and sales teams. This role is in a very fast paced team and will offer excellent variety, training and stability. This is a great time to join an industry leading special purpose machinery manufacturing business who have continued to go from strength to strength over the past few years. With an excellent track record of developing, promoting and retaining their staff this is a great chance to secure your next role and make a real difference within the team. for more information please apply and contact Patrick Walsh - REF 5114 The Role: Managing the companies CRM systems Playing a key role in new projects Working within a busy and fast paced sales team Administration and implementation projects The Candidate: Strong experience using CRM systems such as Salesforce & Zoho Strong IT and CRM building/administration experience Keen to learn and develop your skills A commutable distance to Stoke-On-Trent elix sourcing solutions is a specialist recruiter for Engineering, IT 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. IT Technician Second Line Support Sales CRM Administrator Admin Salesforce ERP Zoho Office Coordinator Engineering Production Manufacturing Stoke-on-Trent Crewe Congleton Leek Cheadle Stone Stafford Whitchurch Market Drayton Ashbourne Newcastle Under Lyme Cheadle Leek Stafford Uttoxter INDMP
Jun 10, 2026
Full time
IT Technician - CRM Specialist 36,000 - 40,000 + Training + Benefits Monday - Friday, 08:00 - 16:30 Stoke-On-Trent - Commutable from Newcastle Under Lyme, Cheadle, Leek, Stafford & Uttoxter Do you have experience building & using systems such as salesforce, Zoho and Dynamic? Do you have strong organization, administration and IT skills? Are you looking for an exciting new role within a leading engineering business who pride themselves on excellent training, development and staff retention? Due to continued growth, my client is looking for a CRM specialist to join the team at their state of the art facility near Stoke-On-Trent. The successful applicant will be responsible for all administration duties relating to the CRM systems to ensure that maximum performance and reliability is achieved. You will play a vital role in new projects and implementation projects within the business, working with the senior management and sales teams. This role is in a very fast paced team and will offer excellent variety, training and stability. This is a great time to join an industry leading special purpose machinery manufacturing business who have continued to go from strength to strength over the past few years. With an excellent track record of developing, promoting and retaining their staff this is a great chance to secure your next role and make a real difference within the team. for more information please apply and contact Patrick Walsh - REF 5114 The Role: Managing the companies CRM systems Playing a key role in new projects Working within a busy and fast paced sales team Administration and implementation projects The Candidate: Strong experience using CRM systems such as Salesforce & Zoho Strong IT and CRM building/administration experience Keen to learn and develop your skills A commutable distance to Stoke-On-Trent elix sourcing solutions is a specialist recruiter for Engineering, IT 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. IT Technician Second Line Support Sales CRM Administrator Admin Salesforce ERP Zoho Office Coordinator Engineering Production Manufacturing Stoke-on-Trent Crewe Congleton Leek Cheadle Stone Stafford Whitchurch Market Drayton Ashbourne Newcastle Under Lyme Cheadle Leek Stafford Uttoxter INDMP
Planet Recruitment
Salesforce Administrator
Planet Recruitment
Position: Salesforce Administrator Location: Remote Perm Role - 45k - 50k Job Purpose. The Salesforce Administrator is responsible for the configuration, maintenance, and continuous improvement of the Salesforce platform , ensuring it effectively supports business processes, users, and data integrity. The role acts as the primary point of contact for Salesforce users, driving adoption, usability, and ongoing optimisation of the system. Job context & scope Key Duties and Responsibilities Salesforce Administrator: The responsibilities for the role include, but are not limited to: Salesforce Platform Management Configure and maintain Salesforce features including objects, fields, page layouts, flows, validation rules, and reports Manage user accounts, profiles, roles, permissions, and security settings Ensure system availability, performance, and data integrity Implement and maintain automation using Salesforce tools (Flows, Approval Processes) User Support & Training Act as first-line support for Salesforce-related issues and questions Troubleshoot and resolve system errors and user-reported issues Deliver user training, documentation, and guidance to improve adoption Gather feedback and translate business requirements into Salesforce solutions Data Management & Reporting Maintain high standards of data quality, accuracy, and consistency Perform data imports, exports, deduplication, and cleansing Create and maintain dashboards and reports to support business insight and decision-making Change Management & Continuous Improvement Manage Salesforce releases and coordinate testing of new features Assess impact of platform updates and communicate changes to users Identify opportunities to enhance efficiency through automation and process improvements Support minor enhancements and collaborate with developers on more complex changes Security, Compliance & Best Practice Ensure Salesforce usage complies with security, privacy, and regulatory requirements Manage access controls and audit trails Follow Salesforce and organizational best practices Maintain system documentation and configuration records Stakeholder & Vendor Collaboration Liaise with business stakeholders to understand requirements and priorities Work with Salesforce vendors, partners, or developers as needed Support integration with other systems where applicable Transformation Provide support to the wider Transformation Team on non-Salesforce related change activity if applicable and / or there is downtime Requirements for the role Proven experience as a Salesforce Administrator or similar role Strong communication and interpersonal skills. Salesforce Administrator Certification (ADM 201) - preferred Experience supporting Sales, Service, or Marketing Cloud Understanding of CRM processes and business workflows INDIT Planet Recruitment is acting as an Employment Business in relation to this vacancy.
Jun 09, 2026
Full time
Position: Salesforce Administrator Location: Remote Perm Role - 45k - 50k Job Purpose. The Salesforce Administrator is responsible for the configuration, maintenance, and continuous improvement of the Salesforce platform , ensuring it effectively supports business processes, users, and data integrity. The role acts as the primary point of contact for Salesforce users, driving adoption, usability, and ongoing optimisation of the system. Job context & scope Key Duties and Responsibilities Salesforce Administrator: The responsibilities for the role include, but are not limited to: Salesforce Platform Management Configure and maintain Salesforce features including objects, fields, page layouts, flows, validation rules, and reports Manage user accounts, profiles, roles, permissions, and security settings Ensure system availability, performance, and data integrity Implement and maintain automation using Salesforce tools (Flows, Approval Processes) User Support & Training Act as first-line support for Salesforce-related issues and questions Troubleshoot and resolve system errors and user-reported issues Deliver user training, documentation, and guidance to improve adoption Gather feedback and translate business requirements into Salesforce solutions Data Management & Reporting Maintain high standards of data quality, accuracy, and consistency Perform data imports, exports, deduplication, and cleansing Create and maintain dashboards and reports to support business insight and decision-making Change Management & Continuous Improvement Manage Salesforce releases and coordinate testing of new features Assess impact of platform updates and communicate changes to users Identify opportunities to enhance efficiency through automation and process improvements Support minor enhancements and collaborate with developers on more complex changes Security, Compliance & Best Practice Ensure Salesforce usage complies with security, privacy, and regulatory requirements Manage access controls and audit trails Follow Salesforce and organizational best practices Maintain system documentation and configuration records Stakeholder & Vendor Collaboration Liaise with business stakeholders to understand requirements and priorities Work with Salesforce vendors, partners, or developers as needed Support integration with other systems where applicable Transformation Provide support to the wider Transformation Team on non-Salesforce related change activity if applicable and / or there is downtime Requirements for the role Proven experience as a Salesforce Administrator or similar role Strong communication and interpersonal skills. Salesforce Administrator Certification (ADM 201) - preferred Experience supporting Sales, Service, or Marketing Cloud Understanding of CRM processes and business workflows INDIT Planet Recruitment is acting as an Employment Business in relation to this vacancy.
Salesforce Administrator
Tank Recruitment City, Manchester
Role: Salesforce Administrator Basis: Full-Time, Permanent Location: Greater Manchester Area (Hybrid / Flexible options available) Salary: Up to 50,000 (Dependent on Experience) + Benefits About Our Client Our client is an established, award-winning UK technology solutions and managed services provider. Known for its strong year-on-year growth and people-first culture, the business has been independently recognized nationally for its exceptional employee engagement and workplace excellence. They pride themselves on a collaborative "work hard, play hard" environment where internal progression is actively supported, and continuous professional development is heavily invested in. The Role Overview As a Salesforce Administrator , you will join the company's internal operations and change-delivery team. Reporting directly to the IT Operations Manager, you will serve as the primary point of contact for Salesforce users across the organization. Your core mission will be to handle the configuration, daily maintenance, and continuous optimization of the platform to support business growth, drive user adoption, and ensure data integrity. Key Responsibilities Platform Management: Configure and maintain core Salesforce features including custom objects, fields, page layouts, validation rules, and reports. Manage user accounts, profiles, roles, and security settings. Process Automation: Design, build, and maintain internal automation using Salesforce tools, specifically focusing on Flows and Approval Processes. User Support & Training: Act as the first line of support for system issues, deliver user training, create clear documentation, and translate business feedback into functional system enhancements. Data & Analytics: Maintain high standards of data quality through regular imports, exports, deduplication, and cleansing. Build and manage dashboards to support data-driven decision-making. Release Management: Coordinate the testing of new features, assess the impact of platform updates, and collaborate with developers on more complex, code-heavy changes. Team Collaboration: Offer ad-hoc support to the wider operational and business change teams during project delivery or platform downtime. What We Are Looking For Experience & Certifications: Proven hands-on experience as a Salesforce Administrator (or similar CRM-focused capacity). Experience supporting core functions within Sales, Service, or Marketing Cloud . A strong understanding of core CRM processes, automated workflows, and business data structures. Salesforce Administrator Certification (ADM 201) is highly desirable. Key Skills: Strong problem-solving abilities with an analytical, continuous-improvement mindset. Excellent communication skills with the ability to manage stakeholder expectations at various levels. Highly organized and capable of managing multiple operational priorities independently. What's on Offer? The business rewards its staff with a modern, comprehensive benefits package designed to support both professional and personal well-being: Competitive salary up to 50k (DOE) 25 Days Annual Leave (plus bank holidays), increasing with tenure Flexible hybrid working model Private healthcare cash plan Subsidized fitness/gym memberships Paid charity/volunteering day Cycle-to-work scheme and corporate perks On-site parking Our client is an equal opportunities employer. All applicants must hold the valid right to work in the UK.
Jun 09, 2026
Full time
Role: Salesforce Administrator Basis: Full-Time, Permanent Location: Greater Manchester Area (Hybrid / Flexible options available) Salary: Up to 50,000 (Dependent on Experience) + Benefits About Our Client Our client is an established, award-winning UK technology solutions and managed services provider. Known for its strong year-on-year growth and people-first culture, the business has been independently recognized nationally for its exceptional employee engagement and workplace excellence. They pride themselves on a collaborative "work hard, play hard" environment where internal progression is actively supported, and continuous professional development is heavily invested in. The Role Overview As a Salesforce Administrator , you will join the company's internal operations and change-delivery team. Reporting directly to the IT Operations Manager, you will serve as the primary point of contact for Salesforce users across the organization. Your core mission will be to handle the configuration, daily maintenance, and continuous optimization of the platform to support business growth, drive user adoption, and ensure data integrity. Key Responsibilities Platform Management: Configure and maintain core Salesforce features including custom objects, fields, page layouts, validation rules, and reports. Manage user accounts, profiles, roles, and security settings. Process Automation: Design, build, and maintain internal automation using Salesforce tools, specifically focusing on Flows and Approval Processes. User Support & Training: Act as the first line of support for system issues, deliver user training, create clear documentation, and translate business feedback into functional system enhancements. Data & Analytics: Maintain high standards of data quality through regular imports, exports, deduplication, and cleansing. Build and manage dashboards to support data-driven decision-making. Release Management: Coordinate the testing of new features, assess the impact of platform updates, and collaborate with developers on more complex, code-heavy changes. Team Collaboration: Offer ad-hoc support to the wider operational and business change teams during project delivery or platform downtime. What We Are Looking For Experience & Certifications: Proven hands-on experience as a Salesforce Administrator (or similar CRM-focused capacity). Experience supporting core functions within Sales, Service, or Marketing Cloud . A strong understanding of core CRM processes, automated workflows, and business data structures. Salesforce Administrator Certification (ADM 201) is highly desirable. Key Skills: Strong problem-solving abilities with an analytical, continuous-improvement mindset. Excellent communication skills with the ability to manage stakeholder expectations at various levels. Highly organized and capable of managing multiple operational priorities independently. What's on Offer? The business rewards its staff with a modern, comprehensive benefits package designed to support both professional and personal well-being: Competitive salary up to 50k (DOE) 25 Days Annual Leave (plus bank holidays), increasing with tenure Flexible hybrid working model Private healthcare cash plan Subsidized fitness/gym memberships Paid charity/volunteering day Cycle-to-work scheme and corporate perks On-site parking Our client is an equal opportunities employer. All applicants must hold the valid right to work in the UK.
Office Angels
Financial Services Administrator
Office Angels Exeter, Devon
TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url 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.
Jun 09, 2026
Full time
TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url 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.
Ernest Gordon Recruitment Limited
Office Administrator (12 Month Contract)
Ernest Gordon Recruitment Limited Yate, Gloucestershire
Office Administrator (12 Month Contract) 25,000 - 26,000 + 25 Days Holiday + Private Healthcare + Training + Company Benefits Yate, Gloucestershire Are you an Administrator with experience using Salesforce or similar looking to join a family-feel, friendly office environment with excellent support and great company benefits? In this role you will be working in a close-knit and collaborative team to ensure the smooth running of the UK head office of a busy manufacturer. You will be involved in organisation and selecting of spare parts, liaising with the European head office, and general administrative duties. There will be full training given on this company's own software, similar to Salesforce. This company manufacture, service, and maintain a range of specialist equipment and are a subsidiary of a global conglomerate which operate in almost every continent. They pride themselves on extremely high staff retention due to valuing their employees and continuously developing them. This role would suit an Administrator looking to settle in a 12-month contract, with the opportunity to extend, in a great working environment with ongoing support and guidance. The Role: Handling quotations, ordering parts, and logging faults Liaising with Sales, Engineering, Customer Service and the European Head Office General administrative duties in the office Monday to Thursday, 8am - 4:30pm, finish at 4pm on Friday The Person: Administrator Experience with Salesforce or similar Looking for a 12-month contract Reference number: BBBH25603 Service, Admin, Office, Controller, Coordinator, Administrator, Administration, Assistant, Manufacturing, Technical, Manufacturer, Bristol, Yate, Bristol, Winterbourne, Bradley Stoke If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon 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 our website.
Jun 09, 2026
Full time
Office Administrator (12 Month Contract) 25,000 - 26,000 + 25 Days Holiday + Private Healthcare + Training + Company Benefits Yate, Gloucestershire Are you an Administrator with experience using Salesforce or similar looking to join a family-feel, friendly office environment with excellent support and great company benefits? In this role you will be working in a close-knit and collaborative team to ensure the smooth running of the UK head office of a busy manufacturer. You will be involved in organisation and selecting of spare parts, liaising with the European head office, and general administrative duties. There will be full training given on this company's own software, similar to Salesforce. This company manufacture, service, and maintain a range of specialist equipment and are a subsidiary of a global conglomerate which operate in almost every continent. They pride themselves on extremely high staff retention due to valuing their employees and continuously developing them. This role would suit an Administrator looking to settle in a 12-month contract, with the opportunity to extend, in a great working environment with ongoing support and guidance. The Role: Handling quotations, ordering parts, and logging faults Liaising with Sales, Engineering, Customer Service and the European Head Office General administrative duties in the office Monday to Thursday, 8am - 4:30pm, finish at 4pm on Friday The Person: Administrator Experience with Salesforce or similar Looking for a 12-month contract Reference number: BBBH25603 Service, Admin, Office, Controller, Coordinator, Administrator, Administration, Assistant, Manufacturing, Technical, Manufacturer, Bristol, Yate, Bristol, Winterbourne, Bradley Stoke If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon 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 our website.
National Trust
Salesforce System Administrator
National Trust City, Swindon
We're looking for a Salesforce System Administrator with hands-on experience supporting and configuring large-scale Service Cloud environments using Nonprofit Success Pack (NPSP). You'll play a key role across the full software development lifecycle, ensuring the platform remains stable, scalable, and aligned with organisational needs, while driving continuous improvement. This is an exciting opportunity to join a growing team and contribute to delivering a transformative service that supports meaningful engagement with Members and Supporters. As investment in Salesforce continues, including Service Cloud, Experience Cloud, Marketing Cloud and Data Cloud, you'll have the opportunity to expand your skills across the wider Salesforce ecosystem. With a focus on enhancing support and building technical capability, this role offers strong potential for ongoing development and learning. Salary: Please note this role includes a £10,000 reviewable market supplement. Your base salary will be circa. £38,000 and you will receive the market supplement as an allowance on top. What it's like to work here IT is a busy department, and technology plays a key part in enabling the Trust to deliver on its strategic objectives. Our vision is to equip the Trust with the technology we all need to do our jobs confidently. Working collaboratively with all areas of the Trust, we focus on delivering the Trust's priority information services at pace, focusing on the needs of our people and supporters. Your contractual location will be our head office in Swindon, Wiltshire and there will be an expectation for you to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40-60% of your working week. This will be discussed in more detail at interview. What you'll be doing You'll be part of an established IT team delivering technical, operational and 1st/2nd line support across Service Cloud, NPSP and Experience Cloud, offering a varied and engaging workload. Working collaboratively with colleagues, third parties and stakeholders, you'll support and maintain applications developed across the organisation. As a proactive problem solver, you'll work confidently across sandbox and production environments to resolve issues and contribute to ongoing system improvements. With a focus on delivering efficient, high-quality solutions, you'll help enhance and evolve systems in line with IT standards. You can view the full role profile for this role in the document attached. You don't need to have all of the knowledge, skills and experience listed in the role profile; this is just to provide a full picture of what's possible in this role. Who we're looking for: Proven experience delivering technical, operational, and 1st/2nd line support as a Salesforce System Administrator across Service Cloud and NPSP in a live, integrated environment. Strong track record of collaborating with internal teams and external partners, with excellent communication and problem-solving skills in complex, multi-vendor settings. Exposure to Salesforce CPQ, Apex development, Flow automation, finance processing tools (such as Findock), and Data Cloud or Experience Cloud would be advantageous. Salesforce Administrator Certification, or equivalent experience working within a large-scale, multi-cloud Salesforce environment. Knowledge of GDPR and a commitment to data protection best practices. The package The National Trust has the motto 'For everyone, for ever' at its heart. We're working hard to create an inclusive culture, where everyone feels they belong. It's important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we're for everyone, we want everyone to be welcome in our teams too. Substantial pension scheme of up to 10% basic salary Free entry to National Trust places for you, a guest and your children (under 18) Rental deposit loan scheme Season ticket loan EV car lease scheme (for roles that meet the salary criteria) Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria. Flexible working whenever possible Employee assistance programme Free parking at most Trust places
Jun 09, 2026
Full time
We're looking for a Salesforce System Administrator with hands-on experience supporting and configuring large-scale Service Cloud environments using Nonprofit Success Pack (NPSP). You'll play a key role across the full software development lifecycle, ensuring the platform remains stable, scalable, and aligned with organisational needs, while driving continuous improvement. This is an exciting opportunity to join a growing team and contribute to delivering a transformative service that supports meaningful engagement with Members and Supporters. As investment in Salesforce continues, including Service Cloud, Experience Cloud, Marketing Cloud and Data Cloud, you'll have the opportunity to expand your skills across the wider Salesforce ecosystem. With a focus on enhancing support and building technical capability, this role offers strong potential for ongoing development and learning. Salary: Please note this role includes a £10,000 reviewable market supplement. Your base salary will be circa. £38,000 and you will receive the market supplement as an allowance on top. What it's like to work here IT is a busy department, and technology plays a key part in enabling the Trust to deliver on its strategic objectives. Our vision is to equip the Trust with the technology we all need to do our jobs confidently. Working collaboratively with all areas of the Trust, we focus on delivering the Trust's priority information services at pace, focusing on the needs of our people and supporters. Your contractual location will be our head office in Swindon, Wiltshire and there will be an expectation for you to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40-60% of your working week. This will be discussed in more detail at interview. What you'll be doing You'll be part of an established IT team delivering technical, operational and 1st/2nd line support across Service Cloud, NPSP and Experience Cloud, offering a varied and engaging workload. Working collaboratively with colleagues, third parties and stakeholders, you'll support and maintain applications developed across the organisation. As a proactive problem solver, you'll work confidently across sandbox and production environments to resolve issues and contribute to ongoing system improvements. With a focus on delivering efficient, high-quality solutions, you'll help enhance and evolve systems in line with IT standards. You can view the full role profile for this role in the document attached. You don't need to have all of the knowledge, skills and experience listed in the role profile; this is just to provide a full picture of what's possible in this role. Who we're looking for: Proven experience delivering technical, operational, and 1st/2nd line support as a Salesforce System Administrator across Service Cloud and NPSP in a live, integrated environment. Strong track record of collaborating with internal teams and external partners, with excellent communication and problem-solving skills in complex, multi-vendor settings. Exposure to Salesforce CPQ, Apex development, Flow automation, finance processing tools (such as Findock), and Data Cloud or Experience Cloud would be advantageous. Salesforce Administrator Certification, or equivalent experience working within a large-scale, multi-cloud Salesforce environment. Knowledge of GDPR and a commitment to data protection best practices. The package The National Trust has the motto 'For everyone, for ever' at its heart. We're working hard to create an inclusive culture, where everyone feels they belong. It's important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we're for everyone, we want everyone to be welcome in our teams too. Substantial pension scheme of up to 10% basic salary Free entry to National Trust places for you, a guest and your children (under 18) Rental deposit loan scheme Season ticket loan EV car lease scheme (for roles that meet the salary criteria) Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria. Flexible working whenever possible Employee assistance programme Free parking at most Trust places
Burgh Recruitment Ltd
Wealth Administrator
Burgh Recruitment Ltd Exeter, Devon
Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Highly competitive Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James's Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm's client service proposition - helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm's standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. 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 £216.94bn. 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.
Jun 08, 2026
Full time
Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Highly competitive Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James's Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm's client service proposition - helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm's standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. 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 £216.94bn. 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.
Pertemps Southampton
Patient Service Administrator
Pertemps Southampton Newport, Isle of Wight
Patient Services Administrator Location: Newport, Isle of Wight Salary: 24K to 28K per annum Job Type: Full-Time, Permanent Pertemps Isle of Wight is recruiting on behalf of one of our valued clients for a Patient Services Administrator to join their growing team based on the Isle of Wight . This is an excellent opportunity for an experienced customer service professional who enjoys helping others and thrives in a fast-paced environment. The successful candidate will play a key role in supporting patients throughout their healthcare journey, ensuring exceptional service and efficient administration at every stage. The Role As a Patient Services Administrator, you will be the first point of contact for patients, carers, families and healthcare professionals. You will provide support via telephone, email and online communication channels, assisting with appointments, enquiries and administrative processes while delivering a high standard of customer care. Key Responsibilities Act as the first point of contact for patient enquiries, providing professional and responsive customer service. Handle telephone calls, emails and online enquiries efficiently and sensitively. Book patient appointments, assessments and ongoing treatment sessions. Maintain accurate and up-to-date patient records and administrative documentation. Ensure all information is handled in line with confidentiality, compliance and data protection requirements. Escalate concerns or issues that may impact patient care or service delivery to the appropriate supervisor. Provide clear and accurate information to patients, families and carers. Support colleagues across the wider administration team to maintain service continuity. Assist with the coordination of sensitive matters, including safeguarding concerns, complaints, incidents and data-related issues when required. Contribute to the continuous improvement of patient experience and administrative processes. About You Essential Requirements Minimum of 3 years' experience in a customer service, administration or support-based role. Experience using databases and performing accurate data entry. Strong understanding of confidentiality and the importance of handling sensitive information appropriately. Excellent verbal and written communication skills. Strong organisational skills with exceptional attention to detail. Ability to manage multiple priorities and adapt to changing demands. Empathetic approach with the ability to support individuals in potentially challenging situations. Professional, calm and patient manner when dealing with enquiries. Desirable Skills & Experience Experience working in a busy, customer-facing environment. Knowledge or experience of Salesforce or similar CRM systems. Previous experience within healthcare, patient services or a regulated environment. Personal Attributes The successful candidate will be: Friendly, approachable and professional. A proactive team player with a positive, can-do attitude. Flexible and adaptable in their approach to work. Confident communicating with people at all levels. Patient, diplomatic and compassionate. Able to remain calm under pressure and handle sensitive situations appropriately. Committed to delivering an excellent customer experience. What Success Looks Like High levels of patient, family and carer satisfaction. Accurate and compliant patient record management. Efficient handling of enquiries and appointment bookings. Achievement of service targets and administrative deadlines. Consistently professional and supportive interactions with patients and colleagues. If you are an organised and customer-focused administrator looking for your next opportunity on the Isle of Wight, we would love to hear from you. Apply today through Pertemps today.
Jun 08, 2026
Seasonal
Patient Services Administrator Location: Newport, Isle of Wight Salary: 24K to 28K per annum Job Type: Full-Time, Permanent Pertemps Isle of Wight is recruiting on behalf of one of our valued clients for a Patient Services Administrator to join their growing team based on the Isle of Wight . This is an excellent opportunity for an experienced customer service professional who enjoys helping others and thrives in a fast-paced environment. The successful candidate will play a key role in supporting patients throughout their healthcare journey, ensuring exceptional service and efficient administration at every stage. The Role As a Patient Services Administrator, you will be the first point of contact for patients, carers, families and healthcare professionals. You will provide support via telephone, email and online communication channels, assisting with appointments, enquiries and administrative processes while delivering a high standard of customer care. Key Responsibilities Act as the first point of contact for patient enquiries, providing professional and responsive customer service. Handle telephone calls, emails and online enquiries efficiently and sensitively. Book patient appointments, assessments and ongoing treatment sessions. Maintain accurate and up-to-date patient records and administrative documentation. Ensure all information is handled in line with confidentiality, compliance and data protection requirements. Escalate concerns or issues that may impact patient care or service delivery to the appropriate supervisor. Provide clear and accurate information to patients, families and carers. Support colleagues across the wider administration team to maintain service continuity. Assist with the coordination of sensitive matters, including safeguarding concerns, complaints, incidents and data-related issues when required. Contribute to the continuous improvement of patient experience and administrative processes. About You Essential Requirements Minimum of 3 years' experience in a customer service, administration or support-based role. Experience using databases and performing accurate data entry. Strong understanding of confidentiality and the importance of handling sensitive information appropriately. Excellent verbal and written communication skills. Strong organisational skills with exceptional attention to detail. Ability to manage multiple priorities and adapt to changing demands. Empathetic approach with the ability to support individuals in potentially challenging situations. Professional, calm and patient manner when dealing with enquiries. Desirable Skills & Experience Experience working in a busy, customer-facing environment. Knowledge or experience of Salesforce or similar CRM systems. Previous experience within healthcare, patient services or a regulated environment. Personal Attributes The successful candidate will be: Friendly, approachable and professional. A proactive team player with a positive, can-do attitude. Flexible and adaptable in their approach to work. Confident communicating with people at all levels. Patient, diplomatic and compassionate. Able to remain calm under pressure and handle sensitive situations appropriately. Committed to delivering an excellent customer experience. What Success Looks Like High levels of patient, family and carer satisfaction. Accurate and compliant patient record management. Efficient handling of enquiries and appointment bookings. Achievement of service targets and administrative deadlines. Consistently professional and supportive interactions with patients and colleagues. If you are an organised and customer-focused administrator looking for your next opportunity on the Isle of Wight, we would love to hear from you. Apply today through Pertemps today.
Damia Group LTD
Salesforce Data Cloud Developer
Damia Group LTD
SC Cleared Salesforce Data Cloud Developer (360) - 6 months+ 600 - 700 per day - Remote/London As part of our continuous growth, we are seeking a Salesforce Data Cloud Developer to join our Salesforce Practice. This mid-level, client-facing role sits within our growing Data Cloud capability, working across enterprise engagements to design, build, and optimise Salesforce Data Cloud solutions that unlock the value of unified customer data. You will collaborate closely with architects, delivery managers, and client stakeholders to deliver measurable outcomes across industries including automotive, retail, financial services, and the public sector. Note you must either have Full UK Security Clearance (SC) or be able to attain it to be eligible for this role. Role & responsibilities: Configure and build Data Cloud solutions for enterprise clients, including Data Streams, Data Model Object (DMO) mappings, transformations, and ingestion pipelines from Salesforce CRM and third-party platforms. Implement Identity Resolution rulesets to unify customer profiles across multiple data sources, defining match and reconciliation rules aligned to client requirements. Develop Calculated Insights and Segments using SOQL and Data Cloud SQL to surface derived metrics and KPIs, working with business stakeholders to translate requirements into segment logic aligned to marketing and operational use cases. Configure Data Cloud Activations to push unified profiles and segments to downstream platforms including Marketing Cloud, Sales Cloud, Service Cloud, and third-party tools. Support integration design between Data Cloud and other Salesforce clouds or external systems via MuleSoft, APIs, or native connectors, ensuring seamless data flow across platforms. Participate in client workshops and sprint ceremonies as a technical subject matter expert, producing clear documentation including solution designs, data flow diagrams, and configuration guides. Contribute to pre-sales and estimation activity as required by the practice, and support knowledge sharing and mentoring of junior team members. Your Skills & Experience: 3-5 years of hands-on Salesforce development experience , with at least 1 year focused on Salesforce Data Cloud, including proven experience with Data Streams, Unified Data Model, Identity Resolution, Segmentation, and Activations. Proficiency in SOQL and Data Cloud SQL , with experience writing queries to support Calculated Insights, segmentation logic, and data validation. Strong understanding of data modelling concepts , customer data platforms (CDPs), and data integration best practices within Salesforce Data Cloud and the broader Salesforce ecosystem. Experience integrating Data Cloud with Marketing Cloud, Sales Cloud, or third-party platforms using APIs, native connectors, or MuleSoft. Salesforce Data Cloud Consultant certification is required, or must be obtained within 6 months of joining. Salesforce Certified Administrator is also required. Excellent communication skills , with the ability to explain complex technical concepts to non-technical stakeholders and thrive in a fast-paced, client-facing consulting environment. Familiarity with Agile delivery methodologies , including Scrum or Kanban, with experience working within sprint-based delivery teams and contributing to ceremonies such as planning, retrospectives, and stand-ups. Desirable: Experience with additional Salesforce products such as Sales Cloud, Service Cloud, Marketing Cloud or Experience Cloud. Familiarity with MuleSoft, CRM Analytics (Tableau CRM), or Agentforce. Additional Salesforce certifications are desirable , including Salesforce Platform Developer I, Marketing Cloud Consultant, Integration Architect, AI Associate, or AI Specialist. Familiarity with cloud platforms such as AWS, Azure, or Google Cloud , and experience integrating with cloud-based data warehouses or data lakes (eg Snowflake, Databricks, BigQuery). Knowledge of data security and compliance best practices in cloud-based environments. This temporary contract is inside IR35 and will require working under the direction of the client delivery manager as part of a multi-disciplinary team. The successful candidate will follow established delivery processes and working practices. This role requires the successful candidate to undergo and be eligible for UK Security Vetting at SC/DV level. Clearance sponsorship will be provided where required. Due to the nature of the work, candidates should meet the relevant residency requirements. If applicable, reserved post nationality restrictions will be confirmed by the client. Damia is committed to inclusive recruitment and welcomes applicants from all backgrounds. Due to the secure nature of the position and working environment, you must have, or be eligible to obtain Security Clearance More details relating to UK Security Clearance can be found here: United Kingdom Security Vetting: clearance levels - (url removed) List of national security vetting clearance levels with guidance on who requires clearance and what checks are completed. Damia Group 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 our Data Protection Policy which can be found on our website. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. Damia Group is acting as an Employment Business in relation to this vacancy and in accordance to Conduct Regulations 2003.
Jun 05, 2026
Contractor
SC Cleared Salesforce Data Cloud Developer (360) - 6 months+ 600 - 700 per day - Remote/London As part of our continuous growth, we are seeking a Salesforce Data Cloud Developer to join our Salesforce Practice. This mid-level, client-facing role sits within our growing Data Cloud capability, working across enterprise engagements to design, build, and optimise Salesforce Data Cloud solutions that unlock the value of unified customer data. You will collaborate closely with architects, delivery managers, and client stakeholders to deliver measurable outcomes across industries including automotive, retail, financial services, and the public sector. Note you must either have Full UK Security Clearance (SC) or be able to attain it to be eligible for this role. Role & responsibilities: Configure and build Data Cloud solutions for enterprise clients, including Data Streams, Data Model Object (DMO) mappings, transformations, and ingestion pipelines from Salesforce CRM and third-party platforms. Implement Identity Resolution rulesets to unify customer profiles across multiple data sources, defining match and reconciliation rules aligned to client requirements. Develop Calculated Insights and Segments using SOQL and Data Cloud SQL to surface derived metrics and KPIs, working with business stakeholders to translate requirements into segment logic aligned to marketing and operational use cases. Configure Data Cloud Activations to push unified profiles and segments to downstream platforms including Marketing Cloud, Sales Cloud, Service Cloud, and third-party tools. Support integration design between Data Cloud and other Salesforce clouds or external systems via MuleSoft, APIs, or native connectors, ensuring seamless data flow across platforms. Participate in client workshops and sprint ceremonies as a technical subject matter expert, producing clear documentation including solution designs, data flow diagrams, and configuration guides. Contribute to pre-sales and estimation activity as required by the practice, and support knowledge sharing and mentoring of junior team members. Your Skills & Experience: 3-5 years of hands-on Salesforce development experience , with at least 1 year focused on Salesforce Data Cloud, including proven experience with Data Streams, Unified Data Model, Identity Resolution, Segmentation, and Activations. Proficiency in SOQL and Data Cloud SQL , with experience writing queries to support Calculated Insights, segmentation logic, and data validation. Strong understanding of data modelling concepts , customer data platforms (CDPs), and data integration best practices within Salesforce Data Cloud and the broader Salesforce ecosystem. Experience integrating Data Cloud with Marketing Cloud, Sales Cloud, or third-party platforms using APIs, native connectors, or MuleSoft. Salesforce Data Cloud Consultant certification is required, or must be obtained within 6 months of joining. Salesforce Certified Administrator is also required. Excellent communication skills , with the ability to explain complex technical concepts to non-technical stakeholders and thrive in a fast-paced, client-facing consulting environment. Familiarity with Agile delivery methodologies , including Scrum or Kanban, with experience working within sprint-based delivery teams and contributing to ceremonies such as planning, retrospectives, and stand-ups. Desirable: Experience with additional Salesforce products such as Sales Cloud, Service Cloud, Marketing Cloud or Experience Cloud. Familiarity with MuleSoft, CRM Analytics (Tableau CRM), or Agentforce. Additional Salesforce certifications are desirable , including Salesforce Platform Developer I, Marketing Cloud Consultant, Integration Architect, AI Associate, or AI Specialist. Familiarity with cloud platforms such as AWS, Azure, or Google Cloud , and experience integrating with cloud-based data warehouses or data lakes (eg Snowflake, Databricks, BigQuery). Knowledge of data security and compliance best practices in cloud-based environments. This temporary contract is inside IR35 and will require working under the direction of the client delivery manager as part of a multi-disciplinary team. The successful candidate will follow established delivery processes and working practices. This role requires the successful candidate to undergo and be eligible for UK Security Vetting at SC/DV level. Clearance sponsorship will be provided where required. Due to the nature of the work, candidates should meet the relevant residency requirements. If applicable, reserved post nationality restrictions will be confirmed by the client. Damia is committed to inclusive recruitment and welcomes applicants from all backgrounds. Due to the secure nature of the position and working environment, you must have, or be eligible to obtain Security Clearance More details relating to UK Security Clearance can be found here: United Kingdom Security Vetting: clearance levels - (url removed) List of national security vetting clearance levels with guidance on who requires clearance and what checks are completed. Damia Group 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 our Data Protection Policy which can be found on our website. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job. Damia Group is acting as an Employment Business in relation to this vacancy and in accordance to Conduct Regulations 2003.
Select Engineering
Operational Efficiency and Automation Specialist
Select Engineering City, Manchester
We currently have a live contract opportunity working for our finanical services client based in Manchester Operational Efficiency and Automation Specialist Hybrid (minimum 3 days per week in the Manchester office) Position Description: The Operational Efficiency and Automation Specialist plays a critical role in driving Ford Credit's digital transformation within the Manchester Business Centre (MBC) Operations. This role focuses on leveraging data analysis, automation, and cross-functional collaboration to improve operational efficiency and create customer-centric solutions. A key immediate focus for this role will be leading the strategic migration and decommissioning of legacy Alteryx workflows by 2027, evaluating modern alternative tools, and transitioning processes seamlessly. The successful candidate will work closely with MBC Departments, Compliance, Product, and Engineering teams to identify, implement, and maintain efficient processes, ensuring Salesforce and other core systems are leveraged to their full potential. Essential Skills & Experience: Data Analysis & Visualisation: Proven ability to analyse operational data, identify trends, and extract actionable insights. Proficiency in SQL and data visualisation tools (specifically Power BI). ETL & Data Migration Experience: Experience working with ETL (Extract, Transform, Load) processes. Hands-on experience with Alteryx (or a strong understanding of how to audit and migrate Alteryx workflows to other modern tools) is highly desirable. Automation & Low-Code Development: Hands-on experience implementing workflow automation and business applications using Power Automate, Power Apps, or similar tools. Salesforce Familiarity: Experience working with Salesforce, including extracting data, understanding Salesforce object structures, running reports, or integrating Salesforce with external databases and automation tools. Process Mapping & Problem Solving: Strong understanding of process optimisation methodologies and experience documenting workflows. Project Management: Proven ability to manage projects from inception to completion specifically time-bound migration or systems-transition projects. Communication & Collaboration: Excellent communication skills, with the ability to translate complex technical, migration, or data concepts to non-technical operational stakeholders. Preferred Skills & Experience: Direct experience leading a software decommissioning or tool-migration project. Experience with Python or R for advanced data analysis and ETL scripting. Experience working with Big Data environments and cloud-based platforms (e.g., Microsoft Azure, Google Cloud Platform). Salesforce Administrator or Developer certifications (or equivalent hands-on experience configuring Salesforce flows). Experience working within a regulated financial services environment (e.g., Ford Credit or similar). Principle Duties: Alteryx Migration & Tool Evaluation (Key Strategic Project): Lead the audit, decommissioning, and migration of legacy Alteryx workflows by 2027. Evaluate modern alternative solutions (e.g., Power Platform, Python, SQL, or other ETL tools), design the transition roadmap, and execute the migration of data pipelines to ensure zero business disruption. Data Analysis & Insight Generation: Analyse operational data (including Salesforce and other core platform data) to identify trends, patterns, and areas for improvement. Develop data-driven recommendations for process optimisation. Create and maintain reports and dashboards (primarily in Power BI) to visualise key performance indicators (KPIs). Automation Solution Development & Implementation: Design, develop, and implement automation solutions (using Power Automate, Power Apps, or similar low-code tools) to streamline operational processes. Integrate these solutions with core platforms like Salesforce to automate manual data entry and system updates. Process Optimisation & Re-engineering: Identify and eliminate inefficiencies in operational processes. Partner with business units to map, develop, and implement improved workflows, documenting changes and training staff as needed. AI Tool Optimisation & Support: Provide expert support and training to operational teams on the effective use of existing AI tools. Develop training materials, troubleshoot issues, and track user adoption. Cross-Functional Collaboration & Data Governance: Collaborate closely with Product, Engineering, and Compliance teams to support the deployment of new AI and automation projects. Ensure data quality, accuracy, and compliance with relevant regulations during migrations and integrations. If you want to know more about this exciting opportunity please review and APPLY NOW
Jun 05, 2026
Contractor
We currently have a live contract opportunity working for our finanical services client based in Manchester Operational Efficiency and Automation Specialist Hybrid (minimum 3 days per week in the Manchester office) Position Description: The Operational Efficiency and Automation Specialist plays a critical role in driving Ford Credit's digital transformation within the Manchester Business Centre (MBC) Operations. This role focuses on leveraging data analysis, automation, and cross-functional collaboration to improve operational efficiency and create customer-centric solutions. A key immediate focus for this role will be leading the strategic migration and decommissioning of legacy Alteryx workflows by 2027, evaluating modern alternative tools, and transitioning processes seamlessly. The successful candidate will work closely with MBC Departments, Compliance, Product, and Engineering teams to identify, implement, and maintain efficient processes, ensuring Salesforce and other core systems are leveraged to their full potential. Essential Skills & Experience: Data Analysis & Visualisation: Proven ability to analyse operational data, identify trends, and extract actionable insights. Proficiency in SQL and data visualisation tools (specifically Power BI). ETL & Data Migration Experience: Experience working with ETL (Extract, Transform, Load) processes. Hands-on experience with Alteryx (or a strong understanding of how to audit and migrate Alteryx workflows to other modern tools) is highly desirable. Automation & Low-Code Development: Hands-on experience implementing workflow automation and business applications using Power Automate, Power Apps, or similar tools. Salesforce Familiarity: Experience working with Salesforce, including extracting data, understanding Salesforce object structures, running reports, or integrating Salesforce with external databases and automation tools. Process Mapping & Problem Solving: Strong understanding of process optimisation methodologies and experience documenting workflows. Project Management: Proven ability to manage projects from inception to completion specifically time-bound migration or systems-transition projects. Communication & Collaboration: Excellent communication skills, with the ability to translate complex technical, migration, or data concepts to non-technical operational stakeholders. Preferred Skills & Experience: Direct experience leading a software decommissioning or tool-migration project. Experience with Python or R for advanced data analysis and ETL scripting. Experience working with Big Data environments and cloud-based platforms (e.g., Microsoft Azure, Google Cloud Platform). Salesforce Administrator or Developer certifications (or equivalent hands-on experience configuring Salesforce flows). Experience working within a regulated financial services environment (e.g., Ford Credit or similar). Principle Duties: Alteryx Migration & Tool Evaluation (Key Strategic Project): Lead the audit, decommissioning, and migration of legacy Alteryx workflows by 2027. Evaluate modern alternative solutions (e.g., Power Platform, Python, SQL, or other ETL tools), design the transition roadmap, and execute the migration of data pipelines to ensure zero business disruption. Data Analysis & Insight Generation: Analyse operational data (including Salesforce and other core platform data) to identify trends, patterns, and areas for improvement. Develop data-driven recommendations for process optimisation. Create and maintain reports and dashboards (primarily in Power BI) to visualise key performance indicators (KPIs). Automation Solution Development & Implementation: Design, develop, and implement automation solutions (using Power Automate, Power Apps, or similar low-code tools) to streamline operational processes. Integrate these solutions with core platforms like Salesforce to automate manual data entry and system updates. Process Optimisation & Re-engineering: Identify and eliminate inefficiencies in operational processes. Partner with business units to map, develop, and implement improved workflows, documenting changes and training staff as needed. AI Tool Optimisation & Support: Provide expert support and training to operational teams on the effective use of existing AI tools. Develop training materials, troubleshoot issues, and track user adoption. Cross-Functional Collaboration & Data Governance: Collaborate closely with Product, Engineering, and Compliance teams to support the deployment of new AI and automation projects. Ensure data quality, accuracy, and compliance with relevant regulations during migrations and integrations. If you want to know more about this exciting opportunity please review and APPLY NOW
Barnabas Aid
Quality Team Administrator
Barnabas Aid Swindon, Wiltshire
About Barnabas Aid Barnabas International is a large family of Christian ministries and charities focused on giving practical support to suffering, abandoned and persecuted Christians around the world. The ministry was founded in 1993, and since then, it has funded projects in more than 100 countries, providing hope and help to millions of our brothers and sisters in Christ. Some of our key projects include supplying food aid, medical supplies, educational and vocational training, Bibles, micro-enterprise, disaster relief, help for victims of violence, and support for pastors and church leaders. Barnabas Aid also provides advocacy for religious freedom, especially for persecuted and suffering Christians. Barnabas is a Christian ministry and a charity. Employees are expected to subscribe to the Vision, Mission, Value and Statement of Faith, and their work may be viewed as being vocational. There is an occupational requirement for applicants to be practising Christians, who are engaged in their local church, in order to be able to carry out our roles. Overview The role will provide high-quality administrative, systems, and research support to the Quality Team, enabling consistent quality assurance across the grant-making cycle. The postholder will administer and improve the team s Salesforce processes and data standards, coordinate key workflows and information management, support the Director of Quality, Quality Assurance Specialist and Impact (MEAL) Coordinator with scheduling and documentation, and deliver defined research tasks and short projects (e.g., into quality assurance approaches, MEAL frameworks, tools and best practice) to strengthen the team s work. Key internal relationships: Director of Quality; Quality Assurance Specialist; Impact (MEAL) Specialist; Regional Directors, Programme Managers and Project Officers; ICPO; Finance; Data/Systems owners. Key Responsibilities Salesforce administration and systems support Administer the Quality/Projects components of Salesforce (and associated tools), including user support, data standards, fields/picklists, basic configuration tasks within delegated permissions, and documentation of processes. Maintain data quality rules and routines (validation, required fields, definitions, and guidance) and run regular data quality checks, working with colleagues to resolve issues. Produce and maintain reports/dashboards for the Quality Team (e.g., pipeline status, stage-gate progress, approvals, conditions, timeliness, data completeness, and quality metrics). Log, triage, and coordinate Salesforce improvement requests, liaising with system owners/IT and supporting user testing and roll-out of updates. Create and maintain user guidance (how-to notes, short training materials) to support consistent use of Salesforce and associated quality workflows Administrative support to the Quality Director and team coordination Support the Quality Assurance and Impact (MEAL) Specialists with planning timetables, collating papers, maintaining decision/action logs, and following up actions with stakeholders. Prepare and format documents to agreed standards (templates, document control, version control) and maintain an audit-ready filing system in SharePoint (or equivalent). Coordinate team processes, including shared calendars, team meetings, process documentation, and communications that help the Quality Team operate consistently. Research and special projects (Quality assurance, MEAL and learning) Undertake defined research tasks to support the Quality Team s priorities (e.g., QA approaches in grant-making, MEAL frameworks and tools, file review methodologies, sampling approaches, learning loops, and good practice in documentation and audit trails). Produce short research summaries/briefings with practical recommendations for the Director of Quality and Specialists, including options, pros/cons, and implications for Barnabas processes. Support discreet improvement projects (e.g., updating templates/checklists, improving guidance, piloting a new dashboard or QA tool) and track actions to implementation. Maintain a small library of standards, templates, guidance, and reference materials (including MEAL and QA resources) for the team. Pre-Committee Proposal Scrutiny Formal review of all project proposals before submission to the projects subcommittee to improve quality by ensuring: o Proposals are internally consistent; o Proposed solutions credibly meet the identified needs; o The response is proportionate and broadly consistent with other Barnabas Aid projects of a similar nature; o Beneficiary selection is conducted appropriately and can be justified; o The proposal is strategically aligned, represents good value-for-money and meets all of Barnabas Aid s project policies; o Relevant harms have been considered and mitigated; o A proportionate M&E approach is in place; o Prudent but pragmatic financial arrangements (e.g. split into tranches, use of intermediaries) are adopted and justified. In conjunction with regional teams, undertake light editing of proposals to improve clarity and correct inconsistencies and typographical errors. Document checks to ensure all due diligence activities have been conducted before proposal is put to the subcommittee. Post-Committee Follow-up Track actions provided by committee to ensure projects fully implement committee decisions (e.g. splitting into tranches, reporting requirements, risk management, etc) Draft, for regional team s approval, project approval/project rejection letters to partners, including all relevant provisions for management of the grants. Compliance, confidentiality, and continuous improvement Handle sensitive information responsibly, ensuring appropriate confidentiality, data protection, and information security practices are applied. Support the Quality Team to evidence required checks and maintain consistent records across systems and files, raising risks or gaps as appropriate. Other duties The above is not an exhaustive list of duties. From time to time, the employee may be asked or required to carry out other additional tasks, or duties, over and above their usual day to day activities. Employees are expected to work collaboratively across the regional team, including providing flexible support and surge cover as needed. Person Requirement Essential Bible-believing follower of Jesus: Demonstrates a personal commitment to discipleship and growing in faith. In good standing with their Church, actively participating in its life and community. Committed to affirming and signing Barnabas Aid s Statement of Faith. Educated to degree-level or equivalent, with strong administrative and systems experience. Evidence of continuous professional development relevant to administration, data/systems, quality, research, MEAL, or project/grants work Experience in a busy administrative role, supporting multiple stakeholders, scheduling meetings, and coordinating actions to deadlines. Experience administering or providing super-user support for a CRM/database (preferably Salesforce), including maintaining data standards and producing reports/dashboards. Experience with document control and shared filing systems (e.g SharePoint), including version control and maintaining audit-ready records. Experience undertaking structured research tasks and producing clear summaries/recommendations for non-specialist audiences. Highly organised with strong attention to detail; able to manage multiple deadlines and stakeholders. Strong systems aptitude: able to document processes, apply data standards, run checks, and support colleagues to use systems consistently. Ability to produce clear reports/briefings and summarise research into practical recommendations. Confident with Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint) and comfortable learning new systems. Discretion and good judgement when handling confidential/sensitive information. Desirable Experience working in the charity, international development, or faith-based sector. Salesforce administration training/qualification (or equivalent CRM certification). Training in research methods, MEAL, data analysis, or quality/process improvement Experience in grants administration, governance support, programme/project support, or compliance-focused roles. Experience supporting QA, audit, MEAL, or learning processes (e.g., file reviews, indicator tracking, learning events). Ability to build and maintain Salesforce reports/dashboards and/or familiarity with basic Salesforce admin concepts (profiles/permissions within delegated scope). Familiarity with MEAL concepts (monitoring, evaluation, accountability and learning) and how they support quality and learning in programmes. Understanding of grants governance, restricted funds, and/or donor intent in a charity setting. Experience working in a distributed/remote team environment. Personal Qualities Service-minded and collaborative; enjoys enabling others to do their work effectively. Proactive and solutions-focused; comfortable addressing issues, prompting actions and following up with colleagues. Curious and methodical; able to work independently on research tasks and present findings clearly. How to Apply . click apply for full job details
Jun 05, 2026
Full time
About Barnabas Aid Barnabas International is a large family of Christian ministries and charities focused on giving practical support to suffering, abandoned and persecuted Christians around the world. The ministry was founded in 1993, and since then, it has funded projects in more than 100 countries, providing hope and help to millions of our brothers and sisters in Christ. Some of our key projects include supplying food aid, medical supplies, educational and vocational training, Bibles, micro-enterprise, disaster relief, help for victims of violence, and support for pastors and church leaders. Barnabas Aid also provides advocacy for religious freedom, especially for persecuted and suffering Christians. Barnabas is a Christian ministry and a charity. Employees are expected to subscribe to the Vision, Mission, Value and Statement of Faith, and their work may be viewed as being vocational. There is an occupational requirement for applicants to be practising Christians, who are engaged in their local church, in order to be able to carry out our roles. Overview The role will provide high-quality administrative, systems, and research support to the Quality Team, enabling consistent quality assurance across the grant-making cycle. The postholder will administer and improve the team s Salesforce processes and data standards, coordinate key workflows and information management, support the Director of Quality, Quality Assurance Specialist and Impact (MEAL) Coordinator with scheduling and documentation, and deliver defined research tasks and short projects (e.g., into quality assurance approaches, MEAL frameworks, tools and best practice) to strengthen the team s work. Key internal relationships: Director of Quality; Quality Assurance Specialist; Impact (MEAL) Specialist; Regional Directors, Programme Managers and Project Officers; ICPO; Finance; Data/Systems owners. Key Responsibilities Salesforce administration and systems support Administer the Quality/Projects components of Salesforce (and associated tools), including user support, data standards, fields/picklists, basic configuration tasks within delegated permissions, and documentation of processes. Maintain data quality rules and routines (validation, required fields, definitions, and guidance) and run regular data quality checks, working with colleagues to resolve issues. Produce and maintain reports/dashboards for the Quality Team (e.g., pipeline status, stage-gate progress, approvals, conditions, timeliness, data completeness, and quality metrics). Log, triage, and coordinate Salesforce improvement requests, liaising with system owners/IT and supporting user testing and roll-out of updates. Create and maintain user guidance (how-to notes, short training materials) to support consistent use of Salesforce and associated quality workflows Administrative support to the Quality Director and team coordination Support the Quality Assurance and Impact (MEAL) Specialists with planning timetables, collating papers, maintaining decision/action logs, and following up actions with stakeholders. Prepare and format documents to agreed standards (templates, document control, version control) and maintain an audit-ready filing system in SharePoint (or equivalent). Coordinate team processes, including shared calendars, team meetings, process documentation, and communications that help the Quality Team operate consistently. Research and special projects (Quality assurance, MEAL and learning) Undertake defined research tasks to support the Quality Team s priorities (e.g., QA approaches in grant-making, MEAL frameworks and tools, file review methodologies, sampling approaches, learning loops, and good practice in documentation and audit trails). Produce short research summaries/briefings with practical recommendations for the Director of Quality and Specialists, including options, pros/cons, and implications for Barnabas processes. Support discreet improvement projects (e.g., updating templates/checklists, improving guidance, piloting a new dashboard or QA tool) and track actions to implementation. Maintain a small library of standards, templates, guidance, and reference materials (including MEAL and QA resources) for the team. Pre-Committee Proposal Scrutiny Formal review of all project proposals before submission to the projects subcommittee to improve quality by ensuring: o Proposals are internally consistent; o Proposed solutions credibly meet the identified needs; o The response is proportionate and broadly consistent with other Barnabas Aid projects of a similar nature; o Beneficiary selection is conducted appropriately and can be justified; o The proposal is strategically aligned, represents good value-for-money and meets all of Barnabas Aid s project policies; o Relevant harms have been considered and mitigated; o A proportionate M&E approach is in place; o Prudent but pragmatic financial arrangements (e.g. split into tranches, use of intermediaries) are adopted and justified. In conjunction with regional teams, undertake light editing of proposals to improve clarity and correct inconsistencies and typographical errors. Document checks to ensure all due diligence activities have been conducted before proposal is put to the subcommittee. Post-Committee Follow-up Track actions provided by committee to ensure projects fully implement committee decisions (e.g. splitting into tranches, reporting requirements, risk management, etc) Draft, for regional team s approval, project approval/project rejection letters to partners, including all relevant provisions for management of the grants. Compliance, confidentiality, and continuous improvement Handle sensitive information responsibly, ensuring appropriate confidentiality, data protection, and information security practices are applied. Support the Quality Team to evidence required checks and maintain consistent records across systems and files, raising risks or gaps as appropriate. Other duties The above is not an exhaustive list of duties. From time to time, the employee may be asked or required to carry out other additional tasks, or duties, over and above their usual day to day activities. Employees are expected to work collaboratively across the regional team, including providing flexible support and surge cover as needed. Person Requirement Essential Bible-believing follower of Jesus: Demonstrates a personal commitment to discipleship and growing in faith. In good standing with their Church, actively participating in its life and community. Committed to affirming and signing Barnabas Aid s Statement of Faith. Educated to degree-level or equivalent, with strong administrative and systems experience. Evidence of continuous professional development relevant to administration, data/systems, quality, research, MEAL, or project/grants work Experience in a busy administrative role, supporting multiple stakeholders, scheduling meetings, and coordinating actions to deadlines. Experience administering or providing super-user support for a CRM/database (preferably Salesforce), including maintaining data standards and producing reports/dashboards. Experience with document control and shared filing systems (e.g SharePoint), including version control and maintaining audit-ready records. Experience undertaking structured research tasks and producing clear summaries/recommendations for non-specialist audiences. Highly organised with strong attention to detail; able to manage multiple deadlines and stakeholders. Strong systems aptitude: able to document processes, apply data standards, run checks, and support colleagues to use systems consistently. Ability to produce clear reports/briefings and summarise research into practical recommendations. Confident with Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint) and comfortable learning new systems. Discretion and good judgement when handling confidential/sensitive information. Desirable Experience working in the charity, international development, or faith-based sector. Salesforce administration training/qualification (or equivalent CRM certification). Training in research methods, MEAL, data analysis, or quality/process improvement Experience in grants administration, governance support, programme/project support, or compliance-focused roles. Experience supporting QA, audit, MEAL, or learning processes (e.g., file reviews, indicator tracking, learning events). Ability to build and maintain Salesforce reports/dashboards and/or familiarity with basic Salesforce admin concepts (profiles/permissions within delegated scope). Familiarity with MEAL concepts (monitoring, evaluation, accountability and learning) and how they support quality and learning in programmes. Understanding of grants governance, restricted funds, and/or donor intent in a charity setting. Experience working in a distributed/remote team environment. Personal Qualities Service-minded and collaborative; enjoys enabling others to do their work effectively. Proactive and solutions-focused; comfortable addressing issues, prompting actions and following up with colleagues. Curious and methodical; able to work independently on research tasks and present findings clearly. How to Apply . click apply for full job details
THE MINSTER CENTRE TRUST
Administrators for the Minster Centre Psychotherapy and Counselling Service (MCPCS)
THE MINSTER CENTRE TRUST
About The Minster Centre and the Psychotherapy and Counselling Service The Minster Centre is one of Europe's leading integrative psychotherapy and counselling training institutes. We are a charity with a long-held commitment to helping people in distress through talking therapies. We train diverse and experienced people as professional therapists to do this work. The Minster Centre Psychotherapy and Counselling Service (MCPCS) offers affordable individual counselling and psychotherapy, provided by our trainee therapists, to adults (18 yrs+) suffering from a range of emotional difficulties. Overview of the role We are seeking two organised, highly motivated and efficient individuals to fulfil the part-time roles of MCPCS Administrator. These are key roles within the MCPCS team, and you will be working alongside the Clinical Services Manager to ensure the smooth running of the service and support in its continuing development. The ideal candidates will be organised, self-motivated, IT literate (particularly proficient in Excel, Word & Outlook), have excellent interpersonal skills and the ability to work calmly and efficiently under pressure. In addition, they will be able to work autonomously on various tasks, work well within the team and with other colleagues within the Minster Centre. This is a great opportunity for individuals with relevant transferable skills to develop those skills further. Duties and responsibilities Enquiries - Assessment - Allocation Dealing with phone and email enquiries including potential MCPCS clients, existing clients, trainee therapists, clinical supervisors, other professional organisations and placement providers, etc. Responding to new client enquiries via emailing of electronic Assessment Application Forms, assessing suitability of enquirer for service - asking for additional help when required from Clinical Services Manager Making appointments with enquirer for assessment. Liaising with Independent Assessors to arrange assessment appointments, obtaining assessor availability calendars, providing assessment packs for facilitation of assessments, chasing and filing completed assessment reports, and providing any necessary training for assessors regarding assessment admin. Liaising with student services/reception and finance department and clients to manage and update client fees databases or spreadsheets. providing reports and to ensure all session fees are up to date and reporting on any missed payments weekly. Ensuring all electronic monitoring of monies are dealt with according to GDPR and financial procedures. DBS Managing the Disclosure and Baring Service (DBS) checks for students, and Minster Centre (MC) members. Keeping and updating records of DBS information Administration Providing strong administrative support to the Clinical Services Manager. Providing regular detailed data information to the Clinical Services Manager, including reports from Charity Log or other electronic software and systems Administer MCPCS processes and procedures for instance by designing forms and records formats, ensuring they are available to students, supervisors and clients. Ensuring the service has Microsoft forms available to operate effectively: Assessment packs; Allocation packs; student forms. Keeping data management up to date and archiving files as and when appropriate. Assisting Clinical Services Manager, and Deputy Director overseeing MCPCS, with additional tasks as and when requested. Supporting Students with client work Provide information and support in assisting with student inductions into the MCPCS Liaising with students and supervisors to ensure each student have submitted necessary evidence to work with clients Ensuring all students regularly update information on their availability to MCPCS Supporting students with processes and procedures of working with MCPCS and placement clients, closing client files at end of therapy alongside dealing with any interim requests and updates to client files and information. This is not an exhaustive list of duties and responsibilities. The post holders may be required to undertake other duties which fall within the ambit of the role, in discussion with the with the Clinical Services Manager and Management Committee. The post holder is expected to comply with all relevant policies, procedures and guidelines of The Minster Centre, including those on Equal Opportunities, Health and Safety and the Data Protection Act. Person Specification The Person Specification focuses on the knowledge, skills, experience and qualifications required to undertake the role effectively. Please ensure that your cover letter demonstrates how you meet the essential criteria. You will be assessed on these criteria at interview if shortlisted, and through an exercise. Essential Good communication skills, including a warm, welcoming, and friendly manner. Ability to speak to a range of service users: enquirers, clients, students and staff. A good command of written and spoken English. Ability to communicate information in a clear and concise manner, whilst maintaining approachability. Ability to handle possibly challenging situations on the phone. Willingness to learn including attending training relative to the role and service users where required. Proven organisational skills, with ability to prioritise work and meet deadlines. Knowledge and experience of Salesforce, Charitylog or Access databases and use of Excel. Proven knowledge of the use of Microsoft Office, Outlook and Explorer in an office environment. Proven ability to input data accurately. Proven ability to plan ahead and take initiative when required. Proven ability to learn new systems. Experience of working in a small, busy office. Experience of using databases to manage data (e.g. Access, Charity Log, Salesforce, MindBody.) An enthusiastic and flexible approach to work Conscientious and diligent Ability to work in a multi-cultural setting and to appreciate and respect diversity and difference A commitment to the Minster Centre's ethos and values. Empathy with the needs of tutors and students in a vocational therapeutic environment Desirable Experience/ understanding of the aims and benefits of psychotherapy and counselling. Understanding of data protection. Experience of office management. Experience of managing Disclosure and Baring Service (DBS) checks. Experience of Access or other Databases: to amend design and layout, generate reports, and analyse data. Experience of change management, service evaluation and service improvement. Experience of working in a mental health, counselling or psychotherapy environment. This post is exempt from the Rehabilitation of Offenders Act 1974 and therefore applicants are required to declare any convictions, cautions, reprimands and final warnings that are not protected on the form provided. How to apply Please apply by sending your CV, a covering email detailing how you meet the person specification and the monitoring forms available on our website or attached to this advert by 10am on Wednesday 1st July 2026 to Afua Pierre, HR & Governance Manager . We reserve the right to close this vacancy early if we receive sufficient applications for these roles. If you are interested, please submit your application as early as possible. For further information please contact Michelle Campbell, Clinical Services Manager by email We particularly welcome applications from people from underrepresented groups in the field of psychotherapy and counselling and in our organisation, including people from global majority communities, the LGBTQI+ community, care leavers, people with disabilities and those from other minoritised groups. To fulfil the role, you must be resident in the UK and have the right to work. You will be required to provide proof of your eligibility to work in the UK. If you are a practising therapist, please review whether you currently have any Minster Centre students as clients and in which year and let us know if this is the case so that we can manage any potential dual relationships. Due to the nature of this role, we regret that we cannot accept applications from current Minster Centre students. A note about AI: We recognise the value of AI in helping to refine job applications; however, we prefer candidates to write their own personalised cover letters and CVs. AI software frequently generates applications that are generic, impersonal, or repetitive. At the Minster Centre, we appreciate authenticity - An application that has been primarily self-generated gives us an opportunity to assess your unique interpersonal skills and relevant experience. We look forward to receiving your application!
Jun 05, 2026
Full time
About The Minster Centre and the Psychotherapy and Counselling Service The Minster Centre is one of Europe's leading integrative psychotherapy and counselling training institutes. We are a charity with a long-held commitment to helping people in distress through talking therapies. We train diverse and experienced people as professional therapists to do this work. The Minster Centre Psychotherapy and Counselling Service (MCPCS) offers affordable individual counselling and psychotherapy, provided by our trainee therapists, to adults (18 yrs+) suffering from a range of emotional difficulties. Overview of the role We are seeking two organised, highly motivated and efficient individuals to fulfil the part-time roles of MCPCS Administrator. These are key roles within the MCPCS team, and you will be working alongside the Clinical Services Manager to ensure the smooth running of the service and support in its continuing development. The ideal candidates will be organised, self-motivated, IT literate (particularly proficient in Excel, Word & Outlook), have excellent interpersonal skills and the ability to work calmly and efficiently under pressure. In addition, they will be able to work autonomously on various tasks, work well within the team and with other colleagues within the Minster Centre. This is a great opportunity for individuals with relevant transferable skills to develop those skills further. Duties and responsibilities Enquiries - Assessment - Allocation Dealing with phone and email enquiries including potential MCPCS clients, existing clients, trainee therapists, clinical supervisors, other professional organisations and placement providers, etc. Responding to new client enquiries via emailing of electronic Assessment Application Forms, assessing suitability of enquirer for service - asking for additional help when required from Clinical Services Manager Making appointments with enquirer for assessment. Liaising with Independent Assessors to arrange assessment appointments, obtaining assessor availability calendars, providing assessment packs for facilitation of assessments, chasing and filing completed assessment reports, and providing any necessary training for assessors regarding assessment admin. Liaising with student services/reception and finance department and clients to manage and update client fees databases or spreadsheets. providing reports and to ensure all session fees are up to date and reporting on any missed payments weekly. Ensuring all electronic monitoring of monies are dealt with according to GDPR and financial procedures. DBS Managing the Disclosure and Baring Service (DBS) checks for students, and Minster Centre (MC) members. Keeping and updating records of DBS information Administration Providing strong administrative support to the Clinical Services Manager. Providing regular detailed data information to the Clinical Services Manager, including reports from Charity Log or other electronic software and systems Administer MCPCS processes and procedures for instance by designing forms and records formats, ensuring they are available to students, supervisors and clients. Ensuring the service has Microsoft forms available to operate effectively: Assessment packs; Allocation packs; student forms. Keeping data management up to date and archiving files as and when appropriate. Assisting Clinical Services Manager, and Deputy Director overseeing MCPCS, with additional tasks as and when requested. Supporting Students with client work Provide information and support in assisting with student inductions into the MCPCS Liaising with students and supervisors to ensure each student have submitted necessary evidence to work with clients Ensuring all students regularly update information on their availability to MCPCS Supporting students with processes and procedures of working with MCPCS and placement clients, closing client files at end of therapy alongside dealing with any interim requests and updates to client files and information. This is not an exhaustive list of duties and responsibilities. The post holders may be required to undertake other duties which fall within the ambit of the role, in discussion with the with the Clinical Services Manager and Management Committee. The post holder is expected to comply with all relevant policies, procedures and guidelines of The Minster Centre, including those on Equal Opportunities, Health and Safety and the Data Protection Act. Person Specification The Person Specification focuses on the knowledge, skills, experience and qualifications required to undertake the role effectively. Please ensure that your cover letter demonstrates how you meet the essential criteria. You will be assessed on these criteria at interview if shortlisted, and through an exercise. Essential Good communication skills, including a warm, welcoming, and friendly manner. Ability to speak to a range of service users: enquirers, clients, students and staff. A good command of written and spoken English. Ability to communicate information in a clear and concise manner, whilst maintaining approachability. Ability to handle possibly challenging situations on the phone. Willingness to learn including attending training relative to the role and service users where required. Proven organisational skills, with ability to prioritise work and meet deadlines. Knowledge and experience of Salesforce, Charitylog or Access databases and use of Excel. Proven knowledge of the use of Microsoft Office, Outlook and Explorer in an office environment. Proven ability to input data accurately. Proven ability to plan ahead and take initiative when required. Proven ability to learn new systems. Experience of working in a small, busy office. Experience of using databases to manage data (e.g. Access, Charity Log, Salesforce, MindBody.) An enthusiastic and flexible approach to work Conscientious and diligent Ability to work in a multi-cultural setting and to appreciate and respect diversity and difference A commitment to the Minster Centre's ethos and values. Empathy with the needs of tutors and students in a vocational therapeutic environment Desirable Experience/ understanding of the aims and benefits of psychotherapy and counselling. Understanding of data protection. Experience of office management. Experience of managing Disclosure and Baring Service (DBS) checks. Experience of Access or other Databases: to amend design and layout, generate reports, and analyse data. Experience of change management, service evaluation and service improvement. Experience of working in a mental health, counselling or psychotherapy environment. This post is exempt from the Rehabilitation of Offenders Act 1974 and therefore applicants are required to declare any convictions, cautions, reprimands and final warnings that are not protected on the form provided. How to apply Please apply by sending your CV, a covering email detailing how you meet the person specification and the monitoring forms available on our website or attached to this advert by 10am on Wednesday 1st July 2026 to Afua Pierre, HR & Governance Manager . We reserve the right to close this vacancy early if we receive sufficient applications for these roles. If you are interested, please submit your application as early as possible. For further information please contact Michelle Campbell, Clinical Services Manager by email We particularly welcome applications from people from underrepresented groups in the field of psychotherapy and counselling and in our organisation, including people from global majority communities, the LGBTQI+ community, care leavers, people with disabilities and those from other minoritised groups. To fulfil the role, you must be resident in the UK and have the right to work. You will be required to provide proof of your eligibility to work in the UK. If you are a practising therapist, please review whether you currently have any Minster Centre students as clients and in which year and let us know if this is the case so that we can manage any potential dual relationships. Due to the nature of this role, we regret that we cannot accept applications from current Minster Centre students. A note about AI: We recognise the value of AI in helping to refine job applications; however, we prefer candidates to write their own personalised cover letters and CVs. AI software frequently generates applications that are generic, impersonal, or repetitive. At the Minster Centre, we appreciate authenticity - An application that has been primarily self-generated gives us an opportunity to assess your unique interpersonal skills and relevant experience. We look forward to receiving your application!
Gill Cooke Personnel Ltd T/A The Recruitment Group
Sales Administrator
Gill Cooke Personnel Ltd T/A The Recruitment Group Witney, Oxfordshire
We are looking for a proactive and customer focused Internal Sales Support Advisor to join a busy and supportive team based in Witney. This is an excellent opportunity for someone with strong customer service and administration skills who enjoys working in a fast-paced environment and supporting both customers and a sales team. The Role Working closely with the external sales team, you will be responsible for delivering outstanding customer support from initial enquiry through to quotation, order processing, and shipment coordination. You will communicate regularly with customers via phone, email, and live chat, ensuring all enquiries are handled professionally, accurately, and efficiently. Key Responsibilities . Respond to incoming customer calls, emails, and website live chat enquiries . Provide support regarding orders, returns, shipments, and product information . Prepare quotations for parts, spare kits, and standard products . Process and enter customer orders accurately . Verify product availability, pricing, and shipping details . Liaise with customers regarding shipment updates and delivery times . Work closely with internal departments and external sales colleagues . Use SAP and CRM systems to manage customer and sales information . Provide occasional support for warehouse activities when required Skills & Experience . Previous customer service or sales support experience, ideally within manufacturing or engineering . Experience using SAP, Salesforce CRM, and Microsoft Office is advantageous . Strong communication skills with excellent telephone manner . Highly organised with strong attention to detail . Customer-focused with the ability to build positive working relationships . Able to work effectively across different teams and departments If you are an organised and motivated individual who enjoys delivering excellent customer service, we would love to hear from you. If you would like to know how we will store and process your data, please visit The Recruitment Groups home page to read our GDPR Data Protection
Jun 05, 2026
Full time
We are looking for a proactive and customer focused Internal Sales Support Advisor to join a busy and supportive team based in Witney. This is an excellent opportunity for someone with strong customer service and administration skills who enjoys working in a fast-paced environment and supporting both customers and a sales team. The Role Working closely with the external sales team, you will be responsible for delivering outstanding customer support from initial enquiry through to quotation, order processing, and shipment coordination. You will communicate regularly with customers via phone, email, and live chat, ensuring all enquiries are handled professionally, accurately, and efficiently. Key Responsibilities . Respond to incoming customer calls, emails, and website live chat enquiries . Provide support regarding orders, returns, shipments, and product information . Prepare quotations for parts, spare kits, and standard products . Process and enter customer orders accurately . Verify product availability, pricing, and shipping details . Liaise with customers regarding shipment updates and delivery times . Work closely with internal departments and external sales colleagues . Use SAP and CRM systems to manage customer and sales information . Provide occasional support for warehouse activities when required Skills & Experience . Previous customer service or sales support experience, ideally within manufacturing or engineering . Experience using SAP, Salesforce CRM, and Microsoft Office is advantageous . Strong communication skills with excellent telephone manner . Highly organised with strong attention to detail . Customer-focused with the ability to build positive working relationships . Able to work effectively across different teams and departments If you are an organised and motivated individual who enjoys delivering excellent customer service, we would love to hear from you. If you would like to know how we will store and process your data, please visit The Recruitment Groups home page to read our GDPR Data Protection

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