X-plan Champion

4 days ago


Adelaide Region SA, Australia OZ Global Recruitment Full time

Looking for a role with some diversity?
- Perfect opportunity for a PP or CSM to develop their X-plan skills
- $75K - $95K + super

**About the Company**

Our client is a well-regarded integrated financial services business. They have a team of exceptional people where they put emphasis on development and training to create an environment for growth and opportunities for progression.

They are seeking to appoint an enthusiastic X-Plan technical administrator, to provide support to the financial planning team, who provide best of breed financial planning solutions.

**About the role**
- You will be the champion of the office, being the ‘go-to’ person for all X-plan queries, providing the technical support and training for the financial planning team
- You will create, maintain and update all X-Plan review wizards and templates
- You will assist with the implementation of projects and actions to improve the client and user experience
- Your career pathway will be supported through additional learning and development including opportunities to develop your areas of interest

**About you**
- You have excellent interpersonal and communication skills enabling you to develop strong relationships with all stakeholders
- You have 3+ years of experience working in the financial planning industry, either as a Client Services Officer/Manager, Paraplanner or Technical Support Analyst, and enjoy a high level of responsibility and autonomy
- You have proven experience working with the X-Plan software in either a development, administrative support or business process role
- A tertiary degree in IT, Finance, Business, Commerce or a related discipline and/or a Diploma in Financial Planning is favourable

This is an excellent opportunity to be part of a highly skilled team of financial and wealth professionals providing best of breed financial planning solutions. An opportunity that will allow you to further your career and develop your skills.



  • Adelaide CBD, Australia Champion Limited Full time

    Champion Limited is excited to be part of the Federal Government Assessment and Referral Initiative for older Australians to access the care they need to remain living independently in their chosen community. We are committed to excellence in service delivery and looking for people with a passion for aged care and enabling better lives. **You will be...

  • Marketing Specialist

    6 months ago


    Adelaide Region SA, Australia HAYS Full time

    Shape Micro-X’s brand by joining the team as the sole Marketing Specialist. **Your new organisation** Micro-X is an ASX-listed hi-tech company that pioneers cutting-edge products for global health and security markets. Their proprietary x-ray emitter technology, developed in-house, drives their mission to revolutionise the industry. With a fully...


  • Adelaide Region SA, Australia The Next Step Full time

    Innovation is celebrated - Significant Employee Base A leading Australian provider of services that empower people with disability, this amazing team create for their clients safe, innovative environments and services. With 20 years of success and operations nationally this organisation is well placed to expand their unique approach to care. Supported by a...

  • Supermarket Manager

    7 months ago


    Adelaide Region SA, Australia Frontline Recruitment Full time

    Join our client as they steer their Food Division, comprising a supermarket and café, towards new horizons! We're looking for a visionary leader to oversee the operations, collaborate with the CEO and Executive team in charting a strategic course, and inspire their teams towards sustained success. **About the Company & Role** Our Client is a staple in...


  • Adelaide Region SA, Australia Bras N Things Full time

    **Job Type**: Temporary Full-Time **Category**: Product Development **Location**: Melbourne - Inner **Date Advertised**: 11-OCT-22 **Job Reference**: PAC/165211 **Job Title**: Assistant Merch Planner | BONDS Rare opportunity in Bonds Merchandise Planning team! Join the market leaders in retail and build a brilliant and exceptionally rewarding career...


  • Adelaide Region SA, Australia HAYS Full time

    Work with a global leader and be an integral part of the team on a national level. **Your new company** As leaders in their field, this company is renowned for supplying quality products tailored to the individual needs of their customers. They have operated in this space internationally for over 50 years and they have a strong environmental focus. An...

  • Change Analyst

    1 day ago


    Adelaide Region SA, Australia Talent International Full time

    **Job Details**: **Location** Adelaide **Salary** Negotiable **Job Type** Full Time **Ref** BBBH90365_1658466284 **Contact** Taliya Pagnozzi **Posted** about 2 hours ago - **Relevant experience required**: - ** 6-month initial contract**: - ** 2x roles minimum** Our client is looking for 2 Change Management resources to assist with some change...


  • Adelaide Region SA, Australia Aris Zinc Full time

    NV1 Security clearance required - 3 months Our client has a requirement for an Information & Knowledge Management (I&KM) Manager. Who is capable of leading the SSPD Branch in developing and implementing an Information and Knowledge Management (I&KM) strategy designed to support the Australian build of submarines. **Deliverables**: - Weekly management...


  • Adelaide Region SA, Australia Serco Full time

    **About You** You are an exceptional project planner and work comfortably in a trusted advisor capacity, building strong relationships and engaging with key stakeholders. Your self-driven nature sees you readily identifying areas of opportunity and well balancing the ‘thinking’ with the ‘doing’. You have demonstrated ability to communicate...


  • Adelaide Region SA, Australia Pandora Jewelry Full time

    The **Regional Sales Manager (RSM)** for South Australia is responsible for successfully driving sales revenue for retail stores across South Australia, whilst building and leading high-performing teams throughout the Division. To be considered for this position you must have an extensive retail background, and having previously managed multiple stores...

  • Digital Manager

    3 days ago


    Adelaide Region SA, Australia Dentsu Aegis Network Full time

    The purpose of this role is to collaborate with the Digital Performance teams across disciplines to develop and execute innovative and creative solutions for our clients. Job Title: Digital Manager **Job Description**: Carat is the world’s first media agency and privileged to work with some of the most storied and innovative brands in the world. Most...

  • Change Manager

    7 months ago


    Adelaide Region SA, Australia Westpac Group Full time

    **Change Manager - 41266** **Full-time Permanent** **Hybrid Working Model** **Location: Adelaide or Parramatta/Kogarah** **How will I help?** As a Change Manager, you will be a key member of the Mortgage Operations Continuous Improvement Team within Group Operations, helping contribute to the delivery of Westpac’s vision and strategic...

  • Financial Planning

    1 month ago


    Greater Adelaide SA, Australia Lockheed Martin Australia Full time

    SA, Adelaide - Finance - 16031BR **Job Highlights** - Reporting to the Head of Finance within the Finance & Business Operations (F&BO) division, this role will be the primary contact for interpretation and analysis of financial reports, explanation of budgets/forecasts, and calculation of project costing and bidding rates. **About us**: - At Lockheed...

  • Regional Executive

    1 day ago


    Adelaide Region SA, Australia Westpac Group Full time

    **Based in Adelaide**: - **Leadership and coaching opportunity**: - **Lead our lenders** **How will I help?** Using your market insight and leadership experience, you’ll lead a team of lenders to shine as customer champions. Working in the competitive lending space, you’ll be accountable for hitting lending goals, rolling out business development...


  • Adelaide Region SA, Australia Crowne Plaza Hotels & Resorts Full time

    **Your day-to-day** - Ensure guests are greeted upon arrival and make time to interact effectively with guests. Respond appropriately to guest complaints, solicit feedback and build relationships that drive continuous improvements in guest satisfaction - Drive team performance related to the hotel’s soft skills with particular focus around Guest Love,...


  • Adelaide Region SA, Australia Baptist Care SA Full time

    **About us** At Baptist Care SA, we find ways to make people's lives better. Baptist Care SA provides out of home care, disability care, youth education and employment, homelessness, and therapeutic support services. We work tirelessly to help South Australians achieve their full potential. Baptist Care SA is committed to working with the State’s most...


  • Adelaide Region SA, Australia Baptist Care SA Full time

    **About us**: At Baptist Care SA, we find ways to make people's lives better. Baptist Care SA provides out of home care, disability care, youth education and employment, homelessness, and therapeutic support services. We work tirelessly to help South Australians achieve their full potential. Baptist Care SA is committed to working with the State’s most...


  • Adelaide Region SA, Australia Federal Court of Australia Full time

    The Federal Court is seeking an innovative and enthusiastic data champion to plan and lead initiatives in support of an entity-wide data uplift. **Position overview** The Digital Court Program (DCP) is part of the IT section, and is responsible for modernising and optimising technology and capability to support the work of the Court and its users. Within...


  • Adelaide Region SA, Australia BankSA Full time

    **Join a supportive team in our Adelaide branch**: - **Permanent Part Time position (33.5 hours per week)**: - **Customer service role working with the local community** **How will I help?** You’ll be the face of BankSA - working in-branch to help our customers achieve their financial goals. How will you do it? By understanding their individual needs...


  • Adelaide Region SA, Australia Capgemini Full time

    About Capgemini Capgemini is a diverse collective of more than 350,000 strategic and technological experts based across more than 50 countries, partnering with world-renowned clients to transform and manage their businesses. We are dedicated to leveraging cloud, data, AI, connectivity, software, digital engineering, and platforms to address the entire...