Xplan Training and Support Officer

3 weeks ago


Brisbane, Australia Zanetti Recruitment Full time

Start the New Year in a stimulating role that adds value to others
- Offering flexibility that cares about their people
- Large national group with a local Head Office

Our well respected national client with their Head Office in the CBD, requires a Training and Support Officer to assist the licensee in the development of advisers and staff in the effective use of XPlan software.

They offer a complete range of financial services including corporate finance, wealth management, financial planning and portfolio management. They pride themselves on building high quality sustainable Financial Planning that offers consistent, valuable and quality advice.

**The Role**
This six month contract exists as an additional resoucre within the team as a result of transitioning from Coin to Xplan. It recognises the need to develop skill in the efficient use of XPlan across offices within the national network.

Reporting to the Head of Wealth Management and working directly with the Advice Manager, you will be responsible for:

- Training and support of Xplan software
- Testing of templates within Xplan
- Financial strategy modelling using Xplan modelling software
- Supporting the wealth management technical team with financial planning technical queries as required
- Assistance with datafeed set up from external product providers

They offer a flexible working arrangement giving you the opportunity to work in the office and remotely.

You have confidence in your knowledge, the ability to work well within a team, organisational skills and attention to detail.

You will be working as part of a successful team within a professional and supportive culture and will need to possess the following skills:

- Excellent Xplan software experience
- Demonstrated training and engagement ability
- Sound understanding of ASIC compliance requirements for financial planning and the financial services industry
- High level of computer literacy
- Ability to build rapport with people at all levels across the business

Please click on APPLY if this role appeals to you. Alternatively if you have any questions, please call Ric on 0413020864.


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