At a Glance
- Tasks: Support and maintain the CRM system, Xplan, and client portal for a wealth management firm.
- Company: Join a growing wealth management business with a focus on innovation.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Dynamic work environment with a focus on detail and high-quality support.
- Why this job: Be part of a team that enhances client experiences through effective CRM solutions.
- Qualifications: CRM expertise in wealth management and strong problem-solving skills required.
The predicted salary is between 30000 - 40000 £ per year.
A growing wealth management business is seeking a CRM System Support Analyst to maintain their CRM system, Xplan, and client portal. The ideal candidate will have CRM expertise, especially in wealth management, and strong problem-solving abilities.
This full-time role involves user support via JIRA and collaborating on system improvements to ensure seamless operations. Candidates should be detail-oriented and proactive in delivering high-quality support.
CRM & Xplan Support Analyst — Wealth Management employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Financial Services Administrators. With a focus on career progression, competitive benefits including a hybrid working model, and a collaborative team culture, you'll have the opportunity to develop your expertise while making a meaningful impact on our clients. Join us to be part of a team that values your contributions and supports your professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land CRM & Xplan Support Analyst — Wealth Management
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mattioli Woods. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CRM & Xplan Support Analyst — Wealth Management
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mattioli Woods.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mattioli Woods's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mattioli Woods
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mattioli Woods.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mattioli Woods will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mattioli Woods employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
