D365 CRM Power Platform Technical Consultant

We’re looking for an experienced Dynamics 365 CRM Consultant / Developer for this specialist technology consultancy helping wealth managers implement and run the systems behind their operations, from CRM and client portals to advice and portfolio tools. They're growing their Microsoft D365 CRM / CE & Power Apps capability and are looking for a Senior Power Platform Consultant, with a D365 CRM leaning to lead solution design and delivery for their clients.

Location: remote-first, with a London office base. Salary: ~£75,000 (£70,000 - £80,000) plus bonus potential and a benefits package. Working arrangement: remote-first, with occasional travel to London and client sites.

What you'll be doing

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, shaping data models, security roles, integrations and environments that scale

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 the Power Platform practice

What you need to bring

Proven hands-on delivery on the Microsoft Power Platform, with 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, or PL-200, PL-400 or PL-600 certification

Why you'll love this job

Help build a specific D365 CRM / Power Platform practice from the ground up, shaping proposals, standards and reusable delivery IP

Be the trusted technical lead on high-impact programmes that change how modern wealth firms work

Join a collaborative team that values autonomy, with a healthcare cash plan, wellbeing support, paid volunteering, life assurance and pension

If you're a Microsoft Power Platform specialist ready to lead client delivery and help shape a growing practice, we'd love to hear from you. Apply today with your CV

Benefits

£70K - £80K Basic + Bonus + Benefits