About this role
Salary: £70,000 - 80,000 per year
Requirements
- Proven hands-on delivery experience with the Microsoft Power Platform, including strong Power Apps and Power Automate skills and working knowledge of Dataverse
- Dynamics 365 CRM experience, ideally configuring or customising Customer Engagement apps
- Confidence working directly with clients and explaining technical choices in plain language
- Experience partnering with software vendors or technology partners to deliver for shared clients
- Desirable: wealth management or financial advice experience, Power BI and DAX skills, or PL-200, PL-400 or PL-600 certification
Responsibilities
- Design and build model-driven and canvas Power Apps, Power Automate cloud flows, and Dataverse data models for wealth management clients
- Configure and extend Dynamics 365 CRM platforms, including data models, security roles, integrations, and scalable environments
- Run discovery workshops, map processes, and turn requirements into clear user stories
- Partner with CRM providers on joint client delivery and build Power BI reporting, from board MI to operational dashboards
- Mentor colleagues and help grow our Power Platform practice
- Lead solution design and delivery for our clients
Technologies
- Cloud
- CRM
- DAX
- Support
- Microsoft Dynamics 365 CRM
- Microsoft Power Platform
- Power BI
- Security
- Office 365
More
We are a specialist technology consultancy helping wealth managers implement and run the systems behind their operations, from CRM and client portals to advice and portfolio tools. We are growing our Microsoft Dynamics 365 CRM/Customer Engagement and Power Apps capability and are seeking a senior, CRM-focused Power Platform consultant to help build the practice, shape proposals, standards, and reusable delivery assets, and lead high-impact client programmes. We offer a collaborative team that values autonomy, a healthcare cash plan, wellbeing support, paid volunteering, life assurance, and a pension. The role is remote-first, with a London office base and occasional travel to London and client sites. Salary is approximately £75,000 (£70,000–£80,000), plus potential bonus and benefits.
last updated 46 week of 2026