microsoft dynamics crm Work, Jobs in portishead, som (with Salaries)

M&A Integration Administrator
Clifton Asset Management —Bristol
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
Senior Manager, Dynamics 365 CRM Solutions Architect, Cloud Strategy & Transformation, Engineering, Technology & Transformation
Deloitte —Bristol
- Hybrid work
- Azure
- Sales
- Customer service
Head of Operations
Bristol Avon Rivers Trust (BART) —Bristol
- £50,000 a year
- Hybrid work
- CRM software
- Management
- Microsoft Office
- Annual leave
Customer Support Administrator
Tri-Wall UK Ltd —Monmouth
- £25,000 - £26,000 a year
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Health & wellbeing programme
Quick apply
2d
Dynamics Developer
Intellectual Property Office —Newport
- £36,736 - £45,156 a year
- Part-time
- Hybrid work
- Azure
- DevOps
- Presentation skills
- Annual leave
4d
D365 Support Lead L2
Renishaw —Wotton-under-Edge
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Azure
- Management
- Customer service
- Free parking
- Employee assistance programme
Senior Dynamics Developer
Intellectual Property Office —Newport
- £47,766 - £58,575 a year
- Part-time
- Hybrid work
- Azure
- DevOps
- Presentation skills
- Annual leave
10d
Support Analyst
Rotork —Bath
- Full-time
- Hybrid work
Quick apply
Power Platform Consultant - Contract
iCoTech Services —Cardiff
- £500 - £600 a day
- Remote
- CRM software
- Azure
- Project management
Quick apply
Technical Sales Manager (South) European Stormwater Division
Tarmac —Clevedon
- CRM software
- Sales
- Military
- Sick pay
Sales Executive
CDR Marketing Ltd —Bristol
- £20,000 - £70,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Customer service
- Free parking
- Work from home
Quick apply
Business Applications Engineer
Rotork —Bath
- Full-time
- Hybrid work
Quick apply
Business Development Manager
Element Materials Technology —Bristol
- Microsoft Word
- Microsoft Excel
- Sales
9d
Sales Office Administrator
RECOVERY ROLLERS LTD —Ponthir
- £24,420 - £28,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
2d
Asphalt Plant Supervisor
Tarmac —Newbridge
- Military
- Microsoft Office
- Supervising experience
- Employee discount
18h
Data & Compliance Administrator
iungo Solutions —Cardiff
- £24,497 - £28,002 a year
- Part-time
- Microsoft Excel
- Microsoft Office
- In-person
- Employee assistance programme
Quick apply
3d
Administrator / Marketing / Social Media Coordinator
JP Maintenance Ltd —Glastonbury
- £13 - £16 an hour
- Part-time
- CRM software
- Social media management
- Microsoft Office
- Free parking
Quick apply
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Operations Desk Controller – Full Time | Fixed Term | Competitive Salary
Power Electrics —Bristol
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Referral programme
3d
Sales Development Representative
Giacom —Bristol
- Microsoft Powerpoint
- Microsoft Outlook
- Sales
- Annual leave
Quick apply

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M&A Integration Administrator

Clifton Asset Management -
Bristol

Quick apply

Job details

Permanent | Full-time
£25,000 - £30,000 a year

Benefits

Free parking
Cycle to work scheme
Company pension
Company events
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Financial services

Full job description

Clifton Asset Management Ltd is looking for an M&A Integration Administrator to join the acquisition team. The successful candidate will be organised, proactive and hard working with experience working in the financial services or M&A industry, having a desire to progress in their career and add value to a rapidly growing business.

Job Description

Administration team working on integration of newly acquired businesses into the Clifton business
Ensure back office CRM system is updated in real time to a high level of data accuracy
Data migration on completion of an acquisition including data cleansing and use of the existing back office system as required
Asset migration modelling to inform the likely migration of assets to the Clifton Centralised Investment Proposition
Preparation of asset migration packs to move clients to the Clifton Centralised Investment Proposition following an acquisition
Use of the Morgan Lloyd Invest platform in order to create asset migration packs
Use of third party product provider systems to create asset migration packs
Liaison with advisers about asset migration including sending out weekly monitoring dashboard to track progress
Monitoring of client resignations from acquisitions throughout the earn out period
Build good relationships with advisers to assist with a smooth integration process
Liaison with internal departments regarding integration of acquired businesses
Contribute to ongoing improvement of M&A integration processes and procedures

Desired Skills and Expertise

Minimum of 2 years’ experience in the financial services sector
Good understanding of acquisitions within the financial services sector
Excellent communication style both written and verbally
Excellent prioritisation and organisation skills with the ability to work to deadlines
Good numerical skills with an eye for deal
Excellent skills on all Microsoft packages including Excel, Word, Outlook, Powerpoint
Good analytical and problem-solving skills
Able to work under pressure
Able to communicate with internal departments
Comfortable working in a dynamic environment with ongoing acquisitions and integrations

Job Types: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Free parking
On-site parking

Experience:

financial services: 2 years (required)

Work Location: Hybrid remote in Bristol BS20 0DD

Quick apply

Refine Your Search

microsoft dynamics crm jobs in portishead, som

M&A Integration Administrator

Senior Manager, Dynamics 365 CRM Solutions Architect, Cloud Strategy & Transformation, Engineering, Technology & Transformation

Head of Operations

Customer Support Administrator

Dynamics Developer

D365 Support Lead L2

Senior Dynamics Developer

Support Analyst

Power Platform Consultant - Contract

Technical Sales Manager (South) European Stormwater Division

Sales Executive

Business Applications Engineer

Business Development Manager

Sales Office Administrator

Asphalt Plant Supervisor

Data & Compliance Administrator

Administrator / Marketing / Social Media Coordinator

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Operations Desk Controller – Full Time | Fixed Term | Competitive Salary

Sales Development Representative

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