Operational Analyst – Financial Services – £40,000–£45,000 – UK

Pearson Carter Limited; Deutschland; Hybrid; EUR 48,000 - 54,000; Full time

Benefits offered by this job

Company pension

Healthcare cash plan

Study leave

Job summary

Pearson Carter Limited is seeking an Operational Analyst to enhance business efficiency through CRM optimisation, process improvement, and training. The role focuses on core applications, data quality, and adviser software like CURO and Intelligent Office in a hybrid UK setup.

You will configure CRM systems, develop workflows in Microsoft Dynamics CRM, and create automated client outputs. Strong Excel/PowerPoint skills and experience with investment platforms are valued.

Qualifications

• Experience in financial services or professional services, focusing on process improvement and user training.

Responsibilities

• Act as the technical expert for core business applications and adviser technology.
• Support user training for end-to-end business processes and system functionality.
• Identify opportunities to improve operational efficiency through technology and process optimisation.
• Support data quality issues and develop data cleansing solutions.

Skills

CRM knowledge

Analytical mindset

Stakeholder communication

Tools

CURO

Intelligent Office

Microsoft Dynamics CRM

Power BI

Smartflows/Xperido

Excel

Job description

Operational Analyst – Financial Services – £40,000–£45,000 – UK

Pearson Carter are currently working with a growing financial planning organisation looking for an Operational Analyst to improve business efficiency through technology, CRM optimisation and process improvement.

They are looking for an Operational Analyst to support core business applications, develop workflows, improve data quality and deliver user training. The role will suit someone with experience in financial services or professional services, particularly with adviser software such as CURO or Intelligent Office.

They offer a competitive salary of £40,000–£45,000, hybrid working, professional development opportunities and a comprehensive benefits package.

Get in touch if you’re looking for your next opportunity!

Responsibilities:

• Act as the technical expert for core business applications and adviser technology.
• Support the delivery of user training, including end-to-end business processes and system functionality.
• Identify opportunities to improve operational efficiency through technology and process optimisation.
• Support management with data quality issues and develop effective data cleansing solutions.
• Analyse data and produce management information reports to support business decisions.
• Configure and maintain CRM systems and associated advice technology.
• Develop and optimise workflows using Microsoft Dynamics CRM.
• Create automated client output solutions using Smartflows/Xperido.
• Provide first-line support for system queries, troubleshooting and issue resolution.
• Develop and execute testing plans for system changes and improvements.
• Support users with formal testing processes and ensure changes are implemented effectively.
• Lead small-scale improvement projects from initial analysis through to implementation.
• Build strong working relationships with colleagues and provide proactive technical support.

Experience:

• Experience within financial services or professional services, ideally with a focus on process improvement and user training.
• Hands-on experience with adviser software such as CURO or Intelligent Office.
• Experience working with investment platforms and financial advice technology.
• Experience with Microsoft Dynamics CRM.
• Understanding of how CRM systems and digital technology can improve operational efficiency.
• Experience creating automated client output templates.
• Experience producing management information reports for senior management.
• Strong Microsoft Office skills, particularly Excel and PowerPoint.
• Excellent organisational skills, attention to detail and the ability to manage competing priorities.
• Strong analytical and problem-solving skills.
• Excellent communication skills and the ability to build effective relationships with stakeholders.
• A proactive, resilient and collaborative approach to work.

Desirable:

• Experience with Power BI.
• Experience with Smartflows/Xperido.
• Experience leading small change projects and developing project plans.
• Experience configuring CRM systems and developing workflow solutions.
• Knowledge of financial adviser processes and industry data.
• Experience supporting system testing, implementation and user adoption.

Salary & Benefits

• £40,000–£45,000 salary.
• Full-time, permanent opportunity.
• Hybrid working, with a minimum of three days in the office following successful completion of probation.
• 25 days' annual leave, increasing with length of service.
• Company pension.
• Life assurance.
• Healthcare cash plan.
• Enhanced maternity and paternity pay.
• Professional development opportunities and study leave.
• Paid community engagement and volunteering leave.
• Employee discounts and company events.
• Cycle-to-work scheme.
• Electric vehicle salary sacrifice scheme.
• Health and wellbeing initiatives.
• Referral programme and sick pay.
• On-site parking.

Location

The Operational Analyst role offers hybrid working, with a minimum requirement of three days in the office following successful completion of probation.