Pearson Carter is working with a leading UK financial planning organisation looking for an experienced Operational Analyst to join its growing team.

With over 300 financial advisers across the UK, the business is focused on improving internal systems, streamlining processes and delivering innovative technology solutions.

This is a fantastic opportunity to take ownership of CRM systems, business process improvements and operational projects within a growing organisation.

You'll play a key role in improving business systems and supporting technology-driven change across the organisation.

• Act as the CURO CRM subject matter expert

• Analyse business processes and identify opportunities for improvement

• Design and configure workflows within Microsoft Dynamics CRM

• Develop client-facing outputs using Smartflows / Xperido

• Produce management reports and business insights

• Support data quality and cleansing initiatives

• Experience within Financial Services or Professional Services

• Strong knowledge of CURO CRM or Intelligent Office

• Experience with Microsoft Dynamics CRM

• Business analysis and process improvement experience

• Strong Excel and reporting skills

£40,000

Colchester, Essex

Hybrid – Minimum 3 days onsite following probation

Opportunity to influence systems and business processes

If you're an Operational Analyst with experience across financial services systems, CRM and business improvement, I'd love to hear from you!

[email protected]
0191 406 6111