CRM & Xplan Support Analyst — Wealth Management

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

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.