Pearson Carter are working with an established business within the Financial Services sector who are looking to recruit an Operational Analyst to strengthen their team.

This is a great opportunity to take ownership of key business systems, work closely with internal teams and help drive improvements across CRM platforms and operational processes.

You will become a key point of contact for CURO CRM and associated adviser technology, helping the business get more from its systems. The role will involve improving workflows, developing reporting solutions, maintaining data quality and identifying ways to make day-to-day operations more efficient.

• Take ownership of CURO CRM and other adviser technology platforms, acting as the go-to person for system-related queries.

• Review existing processes and identify opportunities to improve efficiency through better use of technology.

• Configure CRM systems and develop workflows to support business operations.

• Build and maintain client output solutions using Smartflows (Xperido).

• Produce management information and reports to support business decisions.

• Improve data accuracy through regular data reviews and cleansing exercises.

• Provide system training and guidance to colleagues across the business.

• Manage smaller system changes and process improvement projects.

• Troubleshoot user issues and provide first-line system support.

• Work with stakeholders to improve system usage and adoption.

• Previous experience in Financial Services or Professional Services.

• Experience with adviser platforms such as CURO or Intelligent Office.

• Good working knowledge of Microsoft Dynamics CRM.

• Understanding of business analysis, workflow development and process improvement.

• Experience producing reports and management information.

• Strong Microsoft Excel and general Office skills.

• Confident delivering user training and supporting colleagues with business systems.

• Good communication skills with the ability to work across different teams.

• Power BI and Smartflows (Xperido) experience would be advantageous.

• Salary: £35,000–£45,000, depending on experience.

• Location: Colchester.

• Working pattern: Hybrid, with a minimum of 3 days per week in the office following probation.

If you're an Operational Analyst looking for a role where you can have real ownership of business systems and influence how technology is used across an organisation, get in touch.

Apply with your CV or contact adam.w@pearsoncarter.com or 0191 406 6111 for more information.