Remote CRM Configuration Lead – Wealth Management

Hireful Ltd; Greater London; Remote; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Equity options

Health plan

25 days holiday

Company Pension (5%)

Job summary

Hireful Ltd in the United Kingdom is seeking a CRM Configuration Specialist to configure and optimise CRM platforms for wealth management clients. This remote role offers equity upside and a competitive package.

You will work with platforms such as Curo Xplan, Intelligent Office, or Plannr, translating client needs into practical CRM solutions while collaborating with financial services teams. The role requires hands-on CRM configuration experience, strong analytical and client-facing

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.
• Knowledge of Python, SQL or APIs for automation and integration is a bonus and learnable in the role.

Responsibilities

• Configure and optimise CRM platforms such as Curo Xplan, Intelligent Office, or Plannr.
• Help financial services firms streamline operations and deliver impact.
• Collaborate with clients to understand requirements and deliver solutions.

Skills

CRM configuration

Analytical skills

Client-facing

Python/SQL/APIs

Job description

Hireful Ltd in the United Kingdom is seeking a CRM Configuration Specialist to configure and optimise CRM platforms for wealth management clients. This remote role offers equity upside and a competitive package.

You will work with platforms such as Curo Xplan, Intelligent Office, or Plannr, translating client needs into practical CRM solutions while collaborating with financial services teams. The role requires hands-on CRM configuration experience, strong analytical and client-facing