Pearson Carter is working with a growing UK financial planning organisation seeking an Operational Analyst to support its adviser technology platforms and drive operational improvements.

You’ll join a values-driven business that places a strong emphasis on employee development, community involvement and flexible working.

Responsibilities:

• Act as a subject matter expert for CURO CRM, supporting users and resolving system queries.

• Configure systems and develop workflows within Microsoft Dynamics CRM.

• Analyse business processes and deliver technology-led improvements.

• Produce management reports, maintain data quality and support data cleansing.

• Deliver user training and create supporting documentation.

• Support small change projects and create client output solutions using Smartflows/Xperido.

Experience required:

• Strong hands-on CURO experience, ideally including super-user, system support or configuration responsibilities.

• A financial services or professional services background.

• Experience using Microsoft Dynamics CRM.

• Strong Excel skills and experience producing management information.

• An understanding of process improvement and business analysis.

• Confident communication and stakeholder management skills.

Power BI, Intelligent Office and Smartflows/Xperido experience would be advantageous.

The role offers £35,000–£45,000, with hybrid working requiring a minimum of three days per week in Colchester following probation.

Apply with your CV to find out more.