We’re Hiring: CRM System Support Analyst
Leicester (Hybrid)
Full-Time, Permanent | Competitive Salary + Benefits
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 practice
strong organisational and communication skills
a proactive, service-focused approach with a passion for delivering high-quality support with a passion for 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.
Top Skills
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
