Crm Consultant Configuration Wealth Management Remote Uk
Edinburgh, SCT, GB, United Kingdom
Job 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 theWealth 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 ConsultantLocation
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 asCuro 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 withclient-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!
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Job Detail
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Job IdJD3857231
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationEdinburgh, SCT, GB, United Kingdom
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EducationNot mentioned