Advice Technology Xplan Consultant

Centrepoint Alliance is made up of a leading network of financial advisers. We help build future prosperity for hundreds of thousands of Australians.

Our purpose is developing and supporting financial advisers. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients' needs.

In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market.

You will be a part of our highly skilled team where you will play a vital role in supporting our exceptional financial planning solutions delivered through our customised version of Xplan.

The role will proactively engage with practices, providing comprehensive support, and delivering training to ensure outstanding experiences for advisers. 

This position presents an excellent opportunity for paraplanners, client services managers, technology support analysts, and consultants seeking further growth in the dynamic fintech environment.

Providing best practice Advice Technology guidance, support, onboarding and training to clients:

• Manage a support queue via phone and email.
• Conduct workshops and training sessions.
• Identify suitable technology solutions for clients.
• Support implementation and technology adoption.
• Deliver webinars and create instructional materials.

Contribute to customised site development, administration and projects:

• Manage Wizard bugs and code fixes.
• Assist in testing and analysis.
• Contribute to the development roadmap.
• Complete project tasks as required.

Collaborate with stakeholders and be an advice process expert:

• Build strong relationships with stakeholders.
• Serve as a trusted business partner.
• Collaborate on ongoing tasks and Advice Technology projects.

Complete any other reasonable tasks or duties as required by your immediate manager.

• Proven experience working with Xplan other wealth management software in a development, support and / or business process role.
• Excellent Xplan and CommPay system development and business process knowledge and experience.
• Degree in IT, Finance, Business, Commerce or a related discipline. Tertiary education and qualifications looked upon favourably.
• Understanding of Excel mechanics and Salesforce or other CRM
• Strong understanding of the financial advice industry and the needs and expectations of advice practices.
• Excellent written and verbal communication, combined with initiative and enthusiasm to provide resolutions.
• Experience working on competing priorities and the ability to adapt to the changing needs of the organisation.
• Develop productive relationships with industry providers and other users.

• Excellent Employee Benefits Program
• A challenging and meaningful role with performance based incentives
• Supportive of flexible working arrangements
• An open, friendly and passionate environment putting our client at the centre of everything that we do
• Growth cycle of business - investing in technology, people and infrastructure
• Opportunity to join a well-known Australian ASX listed company

How to Apply?

Click on the APPLY button to submit your application or contact Linda Markwell, Head of Human Resources on 1300 557 598 for a confidential discussion. 

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* No recruitment agencies please.