CRM Consultant - Configuration Wealth Management - Remote UK

hireful; Scotland; Remote; GBP 50,000 - 60,000; Full time

Job summary

A leading consultancy in the UK is seeking a CRM Configuration Specialist to work remotely. This role involves configuring and optimising CRM systems to help financial services firms. Ideal candidates will have experience in Wealth Management and analysis skills. Competitive salary plus equity options and a remote-first culture are offered.

Benefits

5% Pension

25 Days Holiday

Health Plan

Equity Options

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 to help financial services firms.
• Streamline operations and deliver impact through proper implementations.

Skills

CRM systems configuration

Analytical skills

Client-facing communication

Tools

Curo Xplan

Intelligent Office

Plannr

Python

SQL

Job description

Overview

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

What you’ll do

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!