CRM System Support Analyst in London

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 forexperience with a wealth management CRM (ideally Xplan) and user supportbackground in financial services/wealth management, especially supporting IFAs/advisersdata migration experience and knowledge of best practicestrong organisational and communication skillsa proactive, service-focused approach with a passion for delivering high-quality support with a passion for problem solvingWhat you\’ll doprovide day-to-day maintenance of CRM system (Xplan), Client Portal and internal applicationsdeliver user support via our helpdesk (JIRA) — managing queries through to resolutionmanage data feeds, licences and capabilitiesrun queries and reports to ensure data accuracycollaborate with the Xplan Business Analyst on system configuration and business requirementssupport operational integrations following acquisitionscontribute to wider project work as neededIf you\’re looking to build your career in a dynamic, change-focused environment, we\’d love to hear from you.Seniority level Not ApplicableEmployment type Full-timeJob function Analyst

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