CRM Consultant - Configuration Wealth Management - Remote UK

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