Wealth Management CRM Support Analyst

About Attivo:

Attivo are Lifestyle Financial Planners.  

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.  

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.  

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.  

About the role: 

 As an Application Analyst, you will play a critical role in the administration, maintenance, integration and continuous improvement of the Company's internal business systems. You will act as a key point of contact for application-related queries, helping to ensure support requests and issues are managed effectively to support operational efficiency and enhance both the client and employee experience at Attivo.  

Working closely with the wider Applications Support team, you will support the ongoing maintenance and continuous improvement of business systems through system administration, testing, user guidance and documentation. You will also help maintain the integrity, usability and accuracy of our systems, contributing to process improvements and ensuring data remains consistent across the application landscape.  

You will monitor, prioritise and manage the support queue, ensuring incidents, service requests and user queries are progressed efficiently, resolved within agreed service levels and that users are kept informed throughout.  

The role is based in Cheltenham and offers hybrid working. 

About You: 

You are a technically minded, customer-focused individual with a passion for technology and a desire to learn new systems and applications. You have strong problem-solving skills, excellent attention to detail and enjoy working in a fast-paced environment and are comfortable working independently, while also contributing effectively as part of a wider team. 

With strong technical aptitude, you are comfortable supporting applications, maintaining data integrity and helping to ensure systems operate effectively to meet business needs. You understand the importance of user access management, accurate system administration and adherence to security best practices. You have a genuine interest in business systems, automation and technology, with a keen eye for identifying opportunities to improve processes, enhance data quality and deliver a better user experience. Experience with Intelliflo Office, Microsoft Power Platform, system integrations or Financial Services applications would be advantageous but is not essential. 

You will be confident managing multiple priorities, building positive working relationships with internal users and external suppliers, and communicating clearly with colleagues across the business whilst consistently delivering a high standard of customer support.  

This role would suit an individual with experience in client services in the private wealth management sector looking to move into a more technical and analytical role.

Key Responsibilities include: 

• Provide effective day-to-day application support, ensuring incidents, service requests, and user queries are resolved within agreed SLAs. 

• Monitor and support key integrations with external providers, including employee onboarding and valuation support processes, escalating issues where required. 

• Maintain system administration activities, including user access management, data integrity, and adherence to security best practices. 

• Monitor, prioritise, and manage the support queue, ensuring tickets are progressed efficiently and users are kept informed. 

• Work closely with the wider Applications team to support system testing, configuration changes, releases, and Continuous Service Improvement initiatives. 

• Build effective relationships with business users and stakeholders to improve system adoption, usability, and customer experience. 

• Maintain accurate documentation, including support procedures, knowledge articles, and operational processes. 

Essential skills and experience: 

• Strong technical competence, with an eagerness to learn new systems and technologies 

• Good working knowledge of business applications and system administration 

• Highly analytical and logical problem-solving skills with diligent attention to detail 

• Ability to maintain excellent working relationships and managing stakeholders 

• Excellent organisational and numerical skills 

• Ability to continuously identify opportunities for data enrichment 

• Ability to work independently while contributing effectively within a team environment. 

• Customer focused approach with a commitment to delivering excellent support 

Desirable skills and experience: 

• Experience of working within Financial Services 

• Experience supporting or administrating Intelliflo Office 

• Experience support business system implementation or change initiatives 

• Knowledge of Document Designer (Intelliflo Office) 

• Basic database knowledge and reporting experience 

• Experience with Microsoft Power Platform, including Power Automate 

• Awareness of RPA and AI technologies and their business application 

• Experience supporting system integrations and third-party applications 
  

Salary and benefits:  

Dependent on Experience 

Attivo Also Offers -

• Non-contributory Pension Scheme 

• Private Medical Insurance 

• Income Protection 

• Critical Illness 

• Death in Service 

• Generous holiday allowance, rising with length of service 

• Hybrid working 

• Subsidised parking 

• Excellent culture, promoting employee wellbeing and engagement 

Recruitment Policy 

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know, and we will endeavour to make the process as accessible and as fair as possible. 

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. 

Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.  

Privacy Policy 

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