Operational Analyst – Financial Services – £40,000–£45,000 – Uk

Pearson Carter; United Kingdom; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

25 days' annual leave

Company pension

Life assurance

Healthcare cash plan

Professional development opportunities

Job summary

Pearson Carter Limited invites applications for an Operational Analyst in the Financial Services sector. The role focuses on improving efficiency via technology, CRM optimization, and process enhancements.

You will support core business applications, train users, and develop workflows, with emphasis on CURO/Intelligent Office, Dynamics CRM, and data quality. Hybrid work and a comprehensive benefits package are offered.

Qualifications

• Experience within financial services or professional services, with focus on process improvement and user training.
• Hands-on experience with adviser software such as CURO or Intelligent Office.
• Experience with Microsoft Dynamics CRM and investment platforms/financial advice tech.
• Strong Office skills, especially Excel and PowerPoint.
• Excellent communication and stakeholder management abilities.
• Experience creating automated client output templates and MI reports.

Responsibilities

• Act as the technical expert for core business applications and adviser technology.
• Deliver user training covering end-to-end business processes and system functionality.
• Identify opportunities to improve operational efficiency through technology and process changes.
• Support data quality issues and develop data cleansing solutions.
• Analyze data and produce MI reports to support decisions.
• Configure and maintain CRM systems and adviser workflows in Dynamics CRM.
• Develop and optimise workflows using Microsoft Dynamics CRM.
• Create automated client outputs using Smartflows/Xperido.
• Provide first-line IT support for queries and issues.
• Develop and execute testing plans for system changes.
• Lead small-scale improvement projects from analysis to implementation.
• Build relationships with colleagues and provide proactive technical support.

Skills

Excel

PowerPoint

CRM systems

Data analysis

Stakeholder communication

Tools

CURO

Intelligent Office

Microsoft Dynamics CRM

Power BI

Job description

Operational Analyst – Financial Services – £40,000–£45,000 – UK

Pearson Carter are currently working with a growing financial planning organisation looking for an Operational Analyst to improve business efficiency through technology, CRM optimisation and process improvement.

They are looking for an Operational Analyst to support core business applications, develop workflows, improve data quality and deliver user training. The role will suit someone with experience in financial services or professional services, particularly with adviser software such as CURO or Intelligent Office.

They offer a competitive salary of £40,000–£45,000, hybrid working, professional development opportunities and a comprehensive benefits package.

Get in touch if you’re looking for your next opportunity!

Responsibilities:

• Act as the technical expert for core business applications and adviser technology.
• Support the delivery of user training, including end-to-end business processes and system functionality.
• Identify opportunities to improve operational efficiency through technology and process optimisation.
• Support management with data quality issues and develop effective data cleansing solutions.
• Analyse data and produce management information reports to support business decisions.
• Configure and maintain CRM systems and associated advice technology.
• Develop and optimise workflows using Microsoft Dynamics CRM.
• Create automated client output solutions using Smartflows/Xperido.
• Provide first-line support for system queries, troubleshooting and issue resolution.
• Develop and execute testing plans for system changes and improvements.
• Support users with formal testing processes and ensure changes are implemented effectively.
• Lead small-scale improvement projects from initial analysis through to implementation.
• Build strong working relationships with colleagues and provide proactive technical support.

Experience:

• Experience within financial services or professional services, ideally with a focus on process improvement and user training.
• Hands-on experience with adviser software such as CURO or Intelligent Office.
• Experience working with investment platforms and financial advice technology.
• Experience with Microsoft Dynamics CRM.
• Understanding of how CRM systems and digital technology can improve operational efficiency.
• Experience creating automated client output templates.
• Experience producing management information reports for senior management.
• Strong Microsoft Office skills, particularly Excel and PowerPoint.
• Excellent organisational skills, attention to detail and the ability to manage competing priorities.
• Strong analytical and problem-solving skills.
• Excellent communication skills and the ability to build effective relationships with stakeholders.
• A proactive, resilient and collaborative approach to work.

Desirable:

• Experience with Power BI.
• Experience with Smartflows/Xperido.
• Experience leading small change projects and developing project plans.
• Experience configuring CRM systems and developing workflow solutions.
• Knowledge of financial adviser processes and industry data.
• Experience supporting system testing, implementation and user adoption.

Salary &; Benefits

• £40,000–£45,000 salary.
• Full-time, permanent opportunity.
• Hybrid working, with a minimum of three days in the office following successful completion of probation.
• 25 days' annual leave, increasing with length of service.
• Company pension.
• Life assurance.
• Healthcare cash plan.
• Enhanced maternity and paternity pay.
• Professional development opportunities and study leave.
• Paid community engagement and volunteering leave.
• Employee discounts and company events.
• Cycle-to-work scheme.
• Electric vehicle salary sacrifice scheme.
• Health and wellbeing initiatives.
• Referral programme and sick pay.
• On-site parking.

Location

The Operational Analyst role offers hybrid working, with a minimum requirement of three days in the office following successful completion of probation.

Keywords:

Operational Analyst, Financial Services, Financial Planning, Business Analyst, Business Systems Analyst, CRM Analyst, CRM Configuration, CURO, Intelligent Office, Adviser Software, Financial Adviser Technology, Microsoft Dynamics CRM, Microsoft Dynamics 365, MS Dynamics, Workflow Development, Process Improvement, Operational Efficiency, Data Quality, Data Cleansing, Management Information, MI Reporting, Power BI, Smartflows, Xperido, Automated Client Outputs, Client Output Templates, Investment Platforms, Financial Services Technology, Business Process Improvement, User Training, System Testing, UAT, Requirements Gathering, Change Management, Project Planning, Excel, PowerPoint, Digital Transformation, Systems Support, Business Analysis.