Operational Analyst - £45,000

Pearson Carter; Colchester; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

Pearson Carter Limited is partnering with a growing UK financial planning organisation to recruit an Operational Analyst for CURO CRM. The role focuses on supporting adviser technology platforms and driving operational improvements, with hybrid working in Colchester.

You will act as CURO CRM subject matter expert, configure CRM workflows, analyze processes, and produce management reports while ensuring data quality and documentation. Strong Excel and stakeholder skills are essential.

Qualifications

• Hands-on CURO CRM experience with user support or configuration.
• Background in financial services or professional services.
• Experience with Microsoft Dynamics CRM.
• Strong Excel and data reporting skills.
• Understanding of process improvement and business analysis.
• Excellent communication and stakeholder management.

Responsibilities

• Act as a subject matter expert for CURO CRM and support users.
• Configure systems and develop workflows in Microsoft Dynamics CRM.
• Analyse business processes and deliver technology-led improvements.
• Produce management reports and maintain data quality.
• Deliver user training and create documentation.
• Support small change projects and client output solutions using Smartflows/Xperido.

Skills

CURO CRM experience

Excel

Stakeholder management

Business analysis

Process improvement

Communication

Tools

Microsoft Dynamics CRM

Smartflows

Xperido

Job description

Operational Analyst – CURO CRM

£35,000–£45,000 Colchester Hybrid

Pearson Carter is working with a growing UK financial planning organisation seeking an Operational Analyst to support its adviser technology platforms and drive operational improvements.

You’ll join a values-driven business that places a strong emphasis on employee development, community involvement and flexible working.

Responsibilities:

• Act as a subject matter expert for CURO CRM, supporting users and resolving system queries.
• Configure systems and develop workflows within Microsoft Dynamics CRM.
• Analyse business processes and deliver technology-led improvements.
• Produce management reports, maintain data quality and support data cleansing.
• Deliver user training and create supporting documentation.
• Support small change projects and create client output solutions using Smartflows/Xperido.

Experience required:

• Strong hands-on CURO experience, ideally including super-user, system support or configuration responsibilities.
• A financial services or professional services background.
• Experience using Microsoft Dynamics CRM.
• Strong Excel skills and experience producing management information.
• An understanding of process improvement and business analysis.
• Confident communication and stakeholder management skills.

Power BI, Intelligent Office and Smartflows/Xperido experience would be advantageous.

The role offers £35,000–£45,000, with hybrid working requiring a minimum of three days per week in Colchester following probation.