Job Description

Role and Responsibilities

This is an excellent opportunity for a junior developer who enjoys solving real business problems, learning how a financial services operation works end-to-end, and then automating and improving it. We build and run proprietary applications across back-office operations and client-facing platforms, with our CRM system at the heart of the business.

This role is hands-on from day one. You'll spend an initial onboarding period embedded with operations/advice support to understand our workflows (including hands-on work doing cashflow modelling/report tasks and related IFA admin activities). The goal of that time is not to "become admin" - it's to learn the work well enough to automate it, remove manual steps, reduce errors, and improve turnaround times. After this initial ramp-up, you'll move into a predominantly development-focused role, delivering CRM configuration changes, reporting improvements, and internal automation.

You'll work closely with the CTO and the wider business to triage issues, investigate data using SQL, and ship small, high-impact improvements quickly. This is not a passive "ticket factory" role - you'll be encouraged to spot patterns, propose fixes, and continuously reduce repetitive work through automation.

Key Responsibilities:

Business Immersion & Cashflow/Report Backlog Support (Initial Onboarding)

Support the business in producing cashflow modelling inputs and related report preparation tasks and improve turnaround time. Work alongside operations/advice support to understand the end-to-end workflow, common failure points, and the data required to produce accurate outputs. Document processes, assumptions, and recurring issues so they can be standardised and automated. Operate within clear boundaries: supporting preparation and data handling, not providing advice and not responsible for final sign-off.

Application Support & Business Issue Resolution

Act as a first-line technical contact for internal business issues relating to our in-house systems (CRM, reporting, operational workflows). Triage issues, reproduce problems, gather context from stakeholders, and prioritise fixes appropriately. Investigate issues using SQL queries and logs to identify root cause. Escalate where needed, but also take ownership of resolving issues through configuration, data fixes (with approval), or code changes.

CRM Configuration Development (Heavy on SQL Understanding)

Configure and enhance our proprietary CRM system: forms, fields, validation rules, workflow/BPM processes, templates, and operational automations. Implement changes safely through dev/UAT/prod with a testing and change-control mindset. Work closely with stakeholders to translate business needs into reliable CRM configuration and repeatable processes. Support ongoing improvements to reduce manual re-keying, improve data quality, and standardise outputs.

Reporting & Automation (Reduce Manual Work)

Build and maintain reports and data extracts that support operations, advice support, and management reporting. Identify repetitive manual tasks (especially around cashflow modelling and other adviser admin tasks) and automate them using SQL-driven approaches, templates, and lightweight tooling. Turn recurring issues into preventative solutions (automation, better data capture, improved workflows).

Data Analysis (SQL Server / T-SQL)

Write clear, accurate queries to investigate production issues and reconcile data across systems/workflows. Understand performance basics: avoid obviously inefficient patterns, use appropriate filtering, and be mindful of large tables. Contribute to improving data quality by identifying gaps, inconsistencies, and process breakdowns.

Requirement Gathering and Delivery

Work directly with business users to understand problems, ask good questions, and confirm expected outcomes before implementing changes. Break down tasks into small deliverables, ship improvements iteratively, and communicate progress clearly. Raise risks early, propose options, and take a pragmatic approach to delivery.

Accountability and Working Relationships

Part of a small, highly motivated development team with a high degree of ownership. Works closely with the CTO (hands-on) and collaborates directly with operations, advice support, compliance, and administration teams. Accountable for delivering reliable improvements, reducing manual workload over time, and maintaining a strong quality mindset even as a junior.

Working Environment and Hours

Office-based in Doncaster. Monday to Friday, 09:00-17:30 (flexible within reason to ensure delivery of key outcomes and learning opportunities during onboarding).

Benefits

23 days annual leave (plus bank holidays). Pension scheme. Flexible working hours where possible, aligned to delivery requirements. Strong learning curve: gain real-world experience across operations, data, CRM workflows, and software delivery. Opportunity to work on automation and AI-adjacent workflows as part of real products and business processes. Clear development pathway into broader development responsibilities across our platform.

Skills - Essential

SQL (T-SQL fundamentals): confident writing SELECT queries with joins, grouping/aggregation, and filtering to investigate issues and produce outputs. Analytical mindset: ability to follow a process, trace data, and find root causes rather than treating symptoms. Comfortable working directly with business users: asking clarifying questions and translating needs into practical changes. Strong attention to detail: especially when working with client/case data and operational outputs. Basic software development understanding: version control fundamentals, safe change habits, and willingness to learn our stack and patterns. A quality mindset: test your changes, consider edge cases, document what you've done.

Skills - Desirable

Any experience with CRM systems (configuration, workflows, templates, or low/no-code tools). Familiarity with SQL Server concepts (indexes at a high level, query performance awareness). Experience building reports (SSRS/Power BI/Excel Power Query or similar). Any exposure to .NET (Framework or .NET 6+) or C# fundamentals. Experience with issue tracking and working from tickets (ADO/Jira/GitHub Issues). Interest in automation: scripting, Power Automate and similar tools.

Development Path

We're looking for someone early in their career with strong problem-solving skills and a genuine interest in understanding how the business operates - then improving it through technology. The first stage of the role builds domain knowledge by supporting real operational work (including cashflow modelling/report tasks). The role then transitions to being predominantly development-focused, delivering CRM configuration improvements, reporting enhancements, and automation that reduces manual workload and improves turnaround times. Over time, you'll broaden into wider platform development work as your capability grows.

Job Type: Full-time

Pay: 25,000.00-30,000.00 per year

Benefits:

Company events Company pension Free parking On-site parking
Ability to commute/relocate:

Doncaster DN4 5NL: reliably commute or plan to relocate before starting work (preferred)
Work Location: In person