Xplan Support Specialist
3 weeks ago
**Xplan Support Specialist**
**Attractive Market related salary**
**Cape Town**
Excellent career opportunity with a client of ours that is looking for someone with strong back-end Xplan systems knowledge, skills, and expertise and who has an interest in the wealth industry. Ultimately, you will be responsible for providing specialised Xplan support to our Wealth team.
**You are perfect for this position if you**:
- Have extensive knowledge of Xplan interface, building and configuration
- Have previously worked for Xplan/Iress or for an IFA where configuration and setup was your primary function
- Have at least three years’ experience working specifically on the back-end of Xplan and able to provide support in building, developing and improving CRM systems
- Are technically minded and process driven
**Extra points if you**:
- Have paraplanning experience
- Are familiar with CommPay and IPS data
**Your role and responsibilities**:
Among other tasks, your main responsibilities will include:
- Creating threads, tasks and cases within Xplan
- Setting up and understanding of the client portal
- Automating processes such as the review process
- Aligning the UK and SA Xplan interface
- Creating on Xport for financial MI and client details MI
We look forward to seeing your CV.
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