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- Tasks: Maintain and support our CRM system, ensuring it runs smoothly and efficiently.
- Company: Join a growing wealth management business making a real impact.
- Benefits: Full-time role with opportunities for career growth in a dynamic environment.
- Why this job: Be part of a team that values problem-solving and continuous improvement.
- Qualifications: Experience with wealth management CRMs, strong communication, and organisational skills.
- Other info: Collaborate on exciting projects and support user needs in a fast-paced setting.
The predicted salary is between 36000 - 60000 £ per year.
Get AI-powered advice on this job and more exclusive features.
Are you ready to bring your CRM expertise into a growing wealth management business where you can make a real impact?
We’re recruiting for a CRM System Support Analyst to play a key role in ensuring our group CRM system, Xplan, and integrated systems run at their best. You’ll be responsible for maintaining our CRM system and client portal, supporting users, and working on configuration and integration projects.
This is a great opportunity for someone motivated and detail-oriented who enjoys problem solving and supporting continuous system improvements.
What we’re looking for
- experience with a wealth management CRM (ideally Xplan) and user support
- background in financial services/wealth management, especially supporting IFAs/advisers
- data migration experience and knowledge of best practice
- strong organisational and communication skills
- a proactive, service-focused approach with a passion for delivering high-quality support with a passion for problem solving
What you’ll do
- provide day-to-day maintenance of CRM system (Xplan), Client Portal and internal applications
- deliver user support via our helpdesk (JIRA) — managing queries through to resolution
- manage data feeds, licences and capabilities
- run queries and reports to ensure data accuracy
- collaborate with the Xplan Business Analyst on system configuration and business requirements
- support operational integrations following acquisitions
- contribute to wider project work as needed
If you’re looking to build your career in a dynamic, change-focused environment, we’d love to hear from you.
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Analyst
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CRM System Support Analyst employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM System Support Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a CRM System Support Analyst role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Get familiar with Xplan and other CRM systems. Brush up on your skills and knowledge about the specific tools mentioned in the job description. This will not only boost your confidence but also show potential employers that you're serious about the role.
✨Tip Number 3
Prepare for interviews by practising common questions related to user support and data management. Think about real-life examples where you've solved problems or improved processes. This will help you stand out as a proactive candidate who’s ready to make an impact.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from motivated candidates like you. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace CRM System Support Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with CRM systems, especially Xplan. We want to see how your background in financial services and user support makes you the perfect fit for this role.
Showcase Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We love a proactive approach, so let us know how you've improved systems or processes in the past!
Be Clear and Concise: When writing your cover letter, keep it straightforward. We appreciate strong communication skills, so make sure your points are clear and relevant to the job description.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Mattioli Woods
✨Know Your CRM Inside Out
Make sure you’re well-versed in the specifics of Xplan and any other wealth management CRMs. Brush up on common features, user support scenarios, and best practices for data migration. This will show your potential employer that you’re not just familiar with the system but can also provide valuable insights.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles, especially in user support or system maintenance. Think about specific instances where you improved a process or resolved a tricky issue. This will demonstrate your proactive approach and passion for problem-solving.
✨Communicate Clearly and Confidently
Strong communication skills are key for this role. Practice explaining technical concepts in simple terms, as you may need to support users who aren’t as tech-savvy. During the interview, be clear and concise in your responses to showcase your organisational skills.
✨Research the Company Culture
Get a feel for the company’s values and work environment. Look into their approach to wealth management and how they support their clients. This will help you tailor your answers to align with their culture and show that you’re genuinely interested in being part of their team.
