Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

CRM Business Analyst

The Kingswood Group
Job LocationSheffield
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 16,000 active clients and c. £6.2 billion of Assets under Management. It has a growing network of offices across the UK as well as officesin New York and Johannesburg. Clients range from private individuals to some of the UKs largest universities. The Groups vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinnedby investment in people and innovation in technology to support our advisers and clients.Reporting to the Head of Wealth Planning Optimisation, this CRM Business Analyst role is a key role within the business, ensuring the businesses system of record, Iress Xplan is working optimally and ensuring keeping up to date with the changes being madeto 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 operationsand create innovative wealth management service.Responsibilities:

  • 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 system - to include cases and wizards for example
  • Understand business requirements and work with business to update system
  • Run queries and extract data in Xplan
  • Support rollout of new technology and digital enabled services
Personal Development
  • Maintain and record continuous professional development relevant to the role, including a close ongoing understanding of
- awareness of developments in the industry- regulatory developments- operational processes- technology enhancementsExperience
  • 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.
  • Experience of working within the wealth management sector, specifically in regards to Financial Advisors/ IFAs
  • Heavily experienced in the entire business analysis lifecycle, with emphasis on process engineering, stakeholder management and requirements gathering
  • Data migration experience - ideally youll have the ability to show an organisation what "good" looks like (best practices and principles to follow when migrating data)
  • Knowledge of products and platforms
  • Passion to deliver a high-quality service to clients
  • Organisational and communication skills
Hybrid working will be available after an initial training period. The company offers a range of excellent benefits including pension, life assurance, private health cover, income protection, medical cash plan, 2 days paid leave a year to volunteer in thecommunity and 25 days holidayPlease note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

Keyskills :
Business AnalystCRMWealth ManagementIRESSXPLAN

APPLY NOW

CRM Business Analyst Related Jobs

© 2019 Naukrijobs All Rights Reserved