Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support and maintain the CRM system, Xplan, and client portal for a wealth management business.
- Company: A growing wealth management firm focused on delivering exceptional client experiences.
- Benefits: Full-time role with competitive salary and opportunities for professional growth.
- Why this job: Join a dynamic team and enhance your skills in a thriving industry.
- Qualifications: CRM expertise, problem-solving skills, and attention to detail are essential.
- Other info: Collaborate on system improvements and provide user support via JIRA.
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 in London employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM & Xplan Support Analyst — Wealth Management in London
✨Tip Number 1
Network like a pro! Reach out to folks in the wealth management sector, especially those who work with CRM systems. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Show off your problem-solving skills! During interviews, share specific examples of how you've tackled challenges in CRM support or system improvements. We love hearing about real-life experiences that demonstrate your expertise.
✨Tip Number 3
Be proactive! If you notice something about the CRM system or user support processes that could be improved, mention it during your interview. It shows you're detail-oriented and ready to contribute from day one.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for candidates who are genuinely interested in joining our team.
We think you need these skills to ace CRM & Xplan Support Analyst — Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CRM expertise and any relevant experience in wealth management. We want to see how your skills align with the role, so don’t be shy about showcasing your problem-solving abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting CRM systems like Xplan and how you can contribute to our team. Keep it engaging and relevant to the job description.
Showcase Your Attention to Detail: Since we’re looking for detail-oriented candidates, make sure your application is free from typos and errors. A polished application reflects your commitment to high-quality support, which is exactly what we value at StudySmarter.
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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Mattioli Woods
✨Know Your CRM Inside Out
Make sure you brush up on your knowledge of CRM systems, especially Xplan. Familiarise yourself with its features and functionalities, as well as common issues users face. This will help you demonstrate your expertise and show that you're ready to hit the ground running.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles, particularly in wealth management. Think about specific situations where you identified a problem, implemented a solution, and improved user experience. This will highlight your analytical skills and proactive approach.
✨Familiarise Yourself with JIRA
Since user support will be via JIRA, it’s crucial to understand how it works. If you haven’t used it before, take some time to explore its features. Being able to discuss how you would manage support tickets or collaborate on system improvements will impress the interviewers.
✨Attention to Detail is Key
We know that being detail-oriented is essential for this role. During the interview, make sure to highlight instances where your attention to detail made a difference. Whether it was catching an error or improving a process, showing that you can deliver high-quality support will set you apart.