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CRM Consultant - Configuration Wealth Management - Remote UK
Job summary
A leading consultancy in the Wealth Management sector is seeking a CRM Configuration Specialist to work remotely. This role focuses on configuring and optimising platforms to help financial services firms streamline operations. Candidates must have hands-on experience with CRM systems and strong analytical skills. A competitive salary package, including equity options, health plan, and flexible working hours, is offered.
Benefits
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.
Responsibilities
- Configure and optimise platforms for financial services firms.
- Help streamline operations and deliver impact.
- Learn automation and integration using Python and SQL.
Skills
Tools
Want to become a go-to CRM configuration specialist, while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism.
Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant
Location Remote UK, Flex Start / Finish times
Salary 50 - 60K, Bonus, Equity, 5% Pension, 25 Days, Health plan
We’re seeking a Configuration Specialist to configure and optimise platforms such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact.
What you’ll need:
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
Any experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role.
What’s on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects.
Interested? Please send your cv for a swift response!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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