CRM Configuration Specialist - Remote UK - Curo, Xplan, Intelligent Office

Hireful Ltd; Greater London; Remote; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Equity options

Health plan

25 days holiday

Company Pension (5%)

Job summary

Hireful Ltd in the United Kingdom is seeking a CRM Configuration Specialist to configure and optimise CRM platforms for wealth management clients. This remote role offers equity upside and a competitive package.

You will work with platforms such as Curo Xplan, Intelligent Office, or Plannr, translating client needs into practical CRM solutions while collaborating with financial services teams. The role requires hands-on CRM configuration experience, strong analytical and client-facing

Qualifications

• 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.
• Knowledge of Python, SQL or APIs for automation and integration is a bonus and learnable in the role.

Responsibilities

• Configure and optimise CRM platforms such as Curo Xplan, Intelligent Office, or Plannr.
• Help financial services firms streamline operations and deliver impact.
• Collaborate with clients to understand requirements and deliver solutions.

Skills

CRM configuration

Analytical skills

Client-facing

Python/SQL/APIs

Job description

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 / Finishtimes

Salary 60- 75K, 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.

Hours

37.5

Contract type

Full time

Location

Remote, UK