CRM System Support Analyst

Mattioli Woods; England; On-site; GBP 30,000 - 45,000; Full time

Job summary

A growing wealth management business is seeking a CRM System Support Analyst to maintain their CRM system, Xplan, and client portal. The ideal candidate will have CRM expertise, especially in wealth management, and strong problem-solving abilities. This full-time role involves user support via JIRA and collaborating on system improvements to ensure seamless operations. Candidates should be detail-oriented and proactive in delivering high-quality support.

Qualifications

• Experience in user support for a wealth management CRM.
• Background in supporting IFAs/advisers.
• Strong problem-solving skills with a service-oriented mindset.

Responsibilities

• Maintain CRM system (Xplan) and Client Portal.
• Deliver user support and manage queries via JIRA.
• Collaborate on system configuration and integration.

Skills

CRM expertise (ideally Xplan)

Background in financial services/wealth management

Data migration experience

Strong organisational skills

Communication skills

Proactive service-focused approach

Tools

Xplan

JIRA

Job description

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Are you ready to bring your CRM expertise into a growing wealth management business where you can make a real impact?

We’re recruiting for a CRM System Support Analyst to play a key role in ensuring our group CRM system, Xplan, and integrated systems run at their best. You’ll be responsible for maintaining our CRM system and client portal, supporting users, and working on configuration and integration projects.

This is a great opportunity for someone motivated and detail-oriented who enjoys problem solving and supporting continuous system improvements.

What we’re looking for

• experience with a wealth management CRM (ideally Xplan) and user support
• background in financial services/wealth management, especially supporting IFAs/advisers
• data migration experience and knowledge of best practice
• strong organisational and communication skills
• a proactive, service-focused approach with a passion for delivering high-quality support with a passion for problem solving

What you’ll do

• provide day-to-day maintenance of CRM system (Xplan), Client Portal and internal applications
• deliver user support via our helpdesk (JIRA) — managing queries through to resolution
• manage data feeds, licences and capabilities
• run queries and reports to ensure data accuracy
• collaborate with the Xplan Business Analyst on system configuration and business requirements
• support operational integrations following acquisitions
• contribute to wider project work as needed

If you’re looking to build your career in a dynamic, change-focused environment, we’d love to hear from you.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Analyst