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CRM Configuration Specialist - Remote UK - Curo, Xplan, Intelligent Office

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London · Posted 23 Oct 2026 · 3 applicants

£60000 - £75000/annum £60,000 - £75,0000 Basic + Bonus + B
Full-Time
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Want to become a go-to CRM configuration specialist, while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management / IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism. Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant Location Remote UK, Flex Start / Finish times Salary 60 - 75K, Bonus, Equity, 5% Pension, 25 Days, Health plan We’re seeking a Configuration Specialist to configure and optimise platforms such as Curo  Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact. What you’ll need: Hands-on experience configuring CRM systems - Ideally in Wealth Management Strong analytical skills to translate business needs into solutions Confident communicator with client-facing experience Any experience of knowledge of Python, SQL or APIs for automation and integration is a bonus and something you will be able to learn in the role. What’s on offer: Remote-first culture, equity options, competitive package, plus exposure to major CRM vendors and transformation projects. Interested? Please send your cv for a swift response
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