UA-185291695-1 CRM Business Analyst, Jobs, 348

CRM Business Analyst

FinTech - City of London, London

Ref: 348Friday 3 December 2021

Reporting to the Head of Wealth Planning Optimisation, this is a key role within the business, ensuring the business's system of record, Iress Xplan is working optimally and ensuring keeping up to date with the changes being made to the system.  


This role will suit motivated individuals who want to advance their careers in a dynamic change environment. For the right individual with a passion for technology, this role will provide direct experience of how technology can transform business operations and create innovative wealth management services.




Day to day maintenance of System of Record CRM (Xplan), Client Portal and other Internal Applications

Helpdesk User Support and fixing issues

Work closely with Iress to ensure maintaining, working on projects, and updating system as required

Data analysis and design work on new and existing software initiatives

Support the business with system and process design

Configuration of the system – to include cases and wizards for example

Run queries and extract data in Xplan

Support rollout of new technology and digital-enabled services


To be considered:

This role would suit anyone who has experience with a Wealth Management system of record / CRM, ideally   Iress Xplan), Client Portal, business process design and business user support.