![]() We have been working closely with the team at Xeppo and Opex over the last 6 months to build you a business dashboard that draws data from the current systems used within your practice. This data recording and connection of your data feeds for financial investments within IPS will now return to better client insights into your practice. We have seen the volume and quality of data being held on your financial planning software increase and improve since we announced the record keeping policy for data and documents. By providing this overview of your business you will be able to see valuable insights into your client’s position and achieve objectives around your client offering, revenue growth, efficiency, and risk management. Register your interest by applying now or send your application to is negotiable depending on capability and experience.In March we are excited to launch a dashboard tailored for your business powered through Xeppo and Power BI. If you believe you are the right fit for this role, interviews will start immediately. Great interpersonal skills, allowing you to build and maintain positive working relationshipsĪbility to use initiative and judgement in problem solving situationsĬommitted to timely delivery and delivering exceptional customer service Strong organisational skills to handle multiple tasks and demonstrated ability to manage an array of tasksĪbility to communicate (both verbally and in writing) in a clear and engaging mannerĭemonstrated ability to work as part of a team Relevant tertiary qualification or RG 146 Compliance highly regarded but not essential.ĭemonstrated ability to assess areas for process improvement and implement advice technology solutionsĪ positive attitude towards your work and focus on continuous improvementĮnthusiastic and reliable with a strong attention to detail Plan and manage phases of the software development lifecycle for a variety of advice projects Maintaining data feeds and responding to queriesĬompleting details financial modelling and strategy assessment in XPLANĮngage with key stakeholders on proposed deliverables for projects Identify and implement changes to business systems and processesĭata conversion migration projects and data testing Onboarding and assisting advisers and their support staff with any queriesĮngage with internal stakeholders on support issues and processesĭelivering either face-to-face or webinar-based training sessions You will also play a fundamental role in the planning, building, and execution of critical configurations project within the Wealth Axis Xplan System to ensure it meets the needs of our customers. ![]() The successful candidate will be providing quality first line support to our Dealer Groups which includes financial advisers, support staff and also internal departments via email and phone solving a variety of advice technology challenges and implementing XPLAN solutions. ![]() We are currently looking for an Advice Technology Consultant to join our team supporting our best of breed financial planning solutions built in XPLAN. Professional growth competitive compensation ![]() We offer a environment which challenges you to realise your potential. If you have a passion for helping people, are hard working and are very process driven this may just be the career you have always been looking for. We are looking for talented individuals to join this rewarding profession and be part of an organisation where you can plan and grow your future to be the best possible individual being you can be. Innovation – Innovation is at the core of our business driving the way in which we deliver service in a fast pace changing environment.Ĭulture – Be part of a company whose culture reflects integrity, diversity, team work, respect and family centric.Ĭareer Development - Develop your career and enhance your capabilities in a firm committed to providing you with broad opportunities. We are growing fast to meet increasing demand and are on the lookout for talent. Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. Full-Time and Contract Available Work From Home
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