CRM Consultant - Configuration Wealth Management - Remote UK

2 Days Old

OverviewWant 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.RoleCRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation ConsultantLocationRemote UK, Flex Start / Finish timesSalary50 - 60K, Bonus, Equity, 5% Pension, 25 Days, Health planWhat you’ll doWe’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 needHands-on experience configuring CRM systems - Ideally in Wealth ManagementStrong analytical skills to translate business needs into solutionsConfident communicator with client-facing experienceAny 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 offerRemote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects.Interested?Please send your cv for a swift response! #J-18808-Ljbffr
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Location:
Manchester, England, United Kingdom
Job Type:
FullTime

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