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CRM Consultant - Configuration Wealth Management - Remote UK
Private salary
Multiple locations
Fully remote
RECENTLY POSTED
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Description
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!
Role tech stack
Swift
SQL
hireful
CRM Consultant - Configuration Wealth Management - Remote UK
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