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Salesforce Software Engineer

Premium Job From Schroders Personal Wealth
Recruiter: Schroders Personal Wealth
Listed on: 29th April
Location: London
Salary/Rate: £61,000 - £68,000
Type: Permanent
Start Date: ASAP

Schroders Personal Wealth combines Lloyds Banking Group's significant customer base, multi-channel distribution and digital capabilities with Schroders' investment and wealth management expertise and technology capabilities.

Our focus is on the personal relationship we develop with our customers, underpinned by our multi-channel customer reach and our global investment expertise. Our aim is to become a top UK financial planning business within five years.

Would you like to be part of making this possible?

Job Profile Summary

As a Salesforce Software Engineer you will report into the Client Technology Lead and be responsible for the development and configuration of the platform to meet requirements of the business. You will be part of a development team and work in collaboration with other developers and business analysts who are also working on our Salesforce suite of products such as Salesforce Core, Financial Services Cloud and Marketing Cloud. The team you are part of will work with multiple stakeholder groups to understand the structures, business operations, processes, product and service offerings, policies and information systems that will enable Schroders Personal Wealth to achieve its goals.

You will use the insights you gain to understand business problems, challenge existing practices and approaches, and support the implementation and development of innovative solutions to ensure that Schroders Personal Wealth meets the needs of its colleagues, customers, and stakeholders.

Job Description

Our ethos is to provide equal opportunities to all, and to ensure we represent the communities we serve.

If like us, you're more motivated by customers than by target, and you'd thrive in a culture that is values and client led - come and talk to us. Apply now to start the conversation.


  • Collaborate with subject matter experts, business analysts, and other developers to build custom solutions
  • Work with Business Analyst and Architecture & Engineering teams to design and develop solutions for the business using Salesforce CRM including the creation of conceptual approach, technical analysis, gap assessment, workflow design, development, configuration, testing, deploy and support activities.
  • Develop, test, document, and maintain out of the box and / or custom solutions, integrations, and data migration elements of a Salesforce implementation
  • Write and troubleshoot Apex triggers, classes, and test classes
  • Perform Unit / Regression testing and release management of modifications / updates between environment instances automated solutions
  • Develop technical design documentation based on functional and stakeholder requirements
  • Maintain a holistic view of all business processes and users in the system and identify cross- functional impacts regarding configuration, process, workflows, and reporting
  • Provide detailed estimates of the level of effort associated to implement capabilities based on business requirements and solution design
  • Maintain a holistic view of all business processes and users in the system and identify cross- functional impacts regarding configuration, process, workflows, and reporting
  • Create innovative ways to integrate with Salesforce and other business systems and drive delivery of solutions and meet service levels and manage integrations of solutions.
  • Familiar with Salesforce connectors
  • Familiar with building email templates and content using Content Builder
  • Possess a strong understanding of IP Warming best practices
  • Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption.
  • Make recommendations for enhancements and modifications to improve system usability, performance, efficiency, internal business process, and reporting.
  • Able to work on multiple projects and initiatives with different/competing timelines and demands.

Key Capabilities, Knowledge Areas & Personal Attributes

  • Salesforce Core certification preferred
  • 5+ years of experience with implementations of customer projects.
  • Experience with CRM software, specifically, Salesforce Financial Service Cloud. Prior experience in building or implementing Salesforce Financial Service Cloud is a must.
  • Experience in a client-facing role with developing and delivering Salesforce solutions
  • Demonstrated ability for analytical and problem-solving skills
  • Proven ability to develop and optimise integrated processes across multiple systems
  • Proven experience implementing Salesforce Platforms successfully, experience in building complex database queries and procedures, solid understanding of data structures and modelling and experience using Salesforce Data tools.
  • Development experience using Lightning Components, Visualforce, Apex
  • Ability to perform automated testing and write unit tests
  • Strong conceptual and analytic skills and experience in evaluating business requirements and turning them into technical designs.
  • Advocate of best practices, design principles, and development methodologies
  • Familiarity with SSJS + Automation Studio to make API calls
  • Proficient is Ampscript, JavaScript, HTML, CSS, SQL, Apex
  • Comfortable in a fast-paced and high-pressured environment
  • Collaborative team player with excellent interpersonal skills
  • Experience/knowledge of Wealth Management industry (desirable)

Your qualities

  • Humble: you acknowledge your strengths, and your weaknesses; you work for more than your own personal glory.
  • Curious: you follow the latest technology developments and explore ways they can be adopted.
  • Creative: you think beyond the obvious.
  • Thorough: you consider the full-picture and understand that details can matter.
  • Calm: you're positive under pressure and happy to take the lead in challenging times.
  • Empathy: you support the team you work with and ensure they have a good work/life balance.

Contact Name: Schroders Personal Wealth
Reference: TJ/9619/JR000144_1619704569
Job ID: 2926177

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