Advice Technology Consultant
Full-Time and Contract Available Work From Home
Introducing Wealth Axis and our services
Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent.
What we offer
We offer a environment which challenges you to realise your potential.
In addition employees enjoy:
Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type
Advice Technology Consultant
Full-Time and Contract Available Work From Home
We are currently looking for an Advice Technology Consultant to join our team supporting our best of breed financial planning solutions built in XPLAN.
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. 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.
Who are we 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.
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.
You will also be responsible for the:
Onboarding and assisting advisers and their support staff with any queries
Engage with internal stakeholders on support issues and processes
Delivering either face-to-face or webinar-based training sessions
Xplan Site administration
Document coding and workflow maintenance
Identify and implement changes to business systems and processes
Data conversion migration projects and data testing
Bulk data updates
Maintaining data feeds and responding to queries
Completing details financial modelling and strategy assessment in XPLAN
Engage with key stakeholders on proposed deliverables for projects
Plan and manage phases of the software development lifecycle for a variety of advice projects
Desired Skills and Experience