CRM Consultant - Configuration Wealth Management - Remote UK

New Yesterday

Want to become a go-to CRM configuration specialist, while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism.

Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant

Location Remote UK, Flex Start / Finish times

Salary 50 - 60K, Bonus, Equity, 5% Pension, 25 Days, Health plan

We’re seeking a Configuration Specialist to configure and optimise platforms such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact.

What you’ll need:

  • Hands-on experience configuring CRM systems - Ideally in Wealth Management

  • Strong analytical skills to translate business needs into solutions

  • Confident communicator with client-facing experience

Any experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role.

What’s on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects.

Interested? Please send your cv for a swift response!


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Location:
City Of Edinburgh, Scotland, United Kingdom
Salary:
£125,000 - £150,000
Job Type:
FullTime
Category:
Consulting

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