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Salesforce Business Support

Premium Job From Quilter
Recruiter: Quilter
Listed on: 26th February
Location: Southampton
Salary Notes: Competitive + Benefits
Type: Permanent
Start Date: ASAP

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The Salesforce Business Support is responsible for supporting users of the Salesforce Platform.

About us

The Quilter Group is a leading provider of advice, investments and wealth management, with a portfolio of £118.7 billion of investments on behalf of over 900,000 customers worldwide (as at October 2019). Our focus is on creating prosperity for the generations of today and tomorrow by providing financial solutions for investors around the globe, and we operate primarily in two main segments - Advice & Wealth Management and Wealth Platforms. You won't just find diverse, talented and friendly teams here. You'll also discover an inclusive culture and every opportunity for personal and professional development. 

About the role

In this role you will:

  • Support all UK users on Salesforce
  • Monitor and respond to UK Salesforce Support email and phone calls
  • Log and monitor issues all UK Salesforce support issues.
  • Resolve 1st line support calls
  • Escalate 2nd line support calls to the Salesforce System Administrator
  • Develop Salesforce knowledge
  • Contribute to Salesforce changes and new functionality based on knowledge of how Salesforce is used within each UK team.
  • Assist with testing Salesforce changes
  • Collate and log requests for UK Salesforce enhancements
  • Develop and support Salesforce reports for Business Operations and Marketing technical team
  • Manage Starter, Transfer and Leaver process in regard to Salesforce users
  • Impact assess and manage organisational changes that impact Salesforce users
  • Request Salesforce operational changes (SLT and org changes) from HCL Salesforce support
  • Develop and support Salesforce views as required
  • Log technical support calls with HCL
  • Analyse the daily exception reports to resolve the issues identified
  • Log and monitor Platform data changes to Broker Admin

About you

  • The successful candidate will have the following skills and experience:
  • Previous Salesforce user experience highly desirable
  • Experience working in a Financial Services environment
  • Degree or equivalent experience


No matter what job you do you should feel valued and appreciated.  That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

Core Benefits (Perm)

  • Holiday:  24-26 days (depending on your grade)
  • Quilter Incentive Scheme:  All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
  • Pension Scheme:  10% non-contributory company pension scheme that can be boosted through personal contributions
  • Private Medical Insurance:  Single cover as standard, cover can be increased at your own cost
  • Life Assurance:  4x your salary, cover can be increased at your own cost
  • Income Protection:  75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

Our promise

At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

Further information about this vacancy can be found within the job description below
Salesforce Business Support - Role Profile.pdf

Closing Date: 13th March 2020