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CRM Systems & Management Data Analyst

CRM & Xplan Support Analyst — Wealth Management

Job in Norwich, Norfolk County, NR2, England, UK

Listing for: Mattioli Woods

Full Time position
Listed on 2026-10-06

Job specializations:

IT/Tech
CRM Systems & Management, Data Analyst
Finance & Banking

Salary/Wage Range or Industry Benchmark: 30000 - 45000 GBP Yearly GBP 30000.00 45000.00 YEAR

Job Description & How to Apply Below

A growing wealth management business is seeking a CRM System Support Analyst to maintain their CRM system, Xplan, and client portal. The ideal candidate will have CRM expertise, especially in wealth management, and strong problem-solving abilities. This full-time role involves user support via JIRA and collaborating on system improvements to ensure seamless operations. Candidates should be detail-oriented and proactive in delivering high-quality support.
As a CRM & Xplan Support Analyst — Wealth Management, you will play an important part at Mattioli Woods in England, United Kingdom. We have an opening for a CRM & Xplan Support Analyst — Wealth Management in England, United Kingdom within Consulting. This role, CRM & Xplan Support Analyst — Wealth Management at Mattioli Woods, could be your next opportunity.

Are you ready to take on the CRM & Xplan Support Analyst — Wealth Management role at Mattioli Woods?

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