CRM Consultant - Configuration Wealth Management - Remote UK

Hireful; City of Edinburgh; Remote; GBP 50,000 - 60,000; Full time

Job summary

A leading consultancy in the Wealth Management sector is seeking a CRM Configuration Specialist to work remotely. This role focuses on configuring and optimising platforms to help financial services firms streamline operations. Candidates must have hands-on experience with CRM systems and strong analytical skills. A competitive salary package, including equity options, health plan, and flexible working hours, is offered.

Benefits

Equity options

Health plan

25 days annual leave

5% pension

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.

Responsibilities

• Configure and optimise platforms for financial services firms.
• Help streamline operations and deliver impact.
• Learn automation and integration using Python and SQL.

Skills

CRM configuration experience

Analytical skills

Client-facing experience

Tools

Curo Xplan

Intelligent Office

Plannr

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 / 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!