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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 skills, and a proactive approach.
The predicted salary is between 30000 - 40000 £ per year.
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 practices
- Strong organisational and communication skills
- A proactive, service-focused approach with a passion for delivering high-quality support and 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.
CRM System Support Analyst in England employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM System Support Analyst in England
✨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 want to see your application and get to know you better. Plus, it’s a great way to ensure your CV lands directly in the right hands.
We think you need these skills to ace CRM System Support Analyst in England
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 from your past experiences where you successfully resolved user issues or improved system functionality. Highlight your proactive approach to problem-solving, as this is crucial for a role focused on continuous system improvements.
✨Communicate Clearly and Effectively
Strong communication skills are key in this role. Practice explaining technical concepts in simple terms, as you’ll need to support users who may not be as tech-savvy. During the interview, ensure you articulate your thoughts clearly and listen actively to the interviewer’s questions.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple tasks and priorities, especially when dealing with user support queries and system maintenance. Share specific strategies you use to stay organised, such as using tools like JIRA for tracking issues and managing workflows.