We’re looking for an experienced Power Platform consultant (D365 CRM) for this specialist technology consultancy helping wealth managers implement and run the systems behind their operations, from CRM and client portals to advice and portfolio tools. They're growing their Microsoft capability and are looking for a Senior Power Platform Consultant to lead solution design and delivery for wealth management clients.
Location: remote-first, with a London base. Salary: ~£75,000 (£70,000 - £80,000) plus bonus potential and a benefits package. Working arrangement: remote-first, with occasional travel to London and client sites.
What you'll be doing
- Design and build model-driven and canvas Power Apps, Power Automate cloud flows and Dataverse data models for wealth management clients
- Configure and extend Dynamics 365 CRM platforms, shaping data models, security roles, integrations and environments that scale
- Run discovery workshops, map processes and turn requirements into clear user stories
- Partner with CRM providers on joint client delivery, and build Power BI reporting from board MI to operational dashboards
- Mentor colleagues and help grow the Power Platform practice
What you need to bring
- Proven hands-on delivery on the Microsoft Power Platform, with strong Power Apps and Power Automate skills and working knowledge of Dataverse
- Dynamics 365 experience, ideally configuring or customising Customer Engagement apps
- Confidence working directly with clients and explaining technical choices in plain language
- Experience partnering with software vendors or technology partners to deliver for shared clients
- Desirable: wealth management or financial advice experience, Power BI and DAX, business analysis, Azure DevOps, or PL-200, PL-400 or PL-600 certification
Why you'll love this job
- Help build a Power Platform practice from the ground up, shaping proposals, standards and reusable delivery IP
- Be the trusted technical lead on high-impact programmes that change how modern wealth firms work
- Join a collaborative team that values autonomy, with a healthcare cash plan, wellbeing support, paid volunteering, life assurance and pension
Hours
Contract type
Full time
Location
London / Work from home
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