Advice Technology Support Officer

• Provide practical Xplan support (access, workflows, fee structures and service agreement set ups)
  
• Troubleshoot system and process issues across the network
  
• Perform UAT / release testing for IRESS and related platforms
  
• Assess business impact and recommend rollout approach
  
• Identify risks, issues, and improvement opportunities
  
• Produce weekly efficiency tips for advisers
  
• Draft clear, practical communications on system updates
  
• Support adviser onboarding/offboarding (system setup, training, workflows)
  
• Maintain and improve process documentation and guides
  
• Assist with pilots, templates, and system enhancements
  

Requirements

• Strong, hands -on Xplan experience; IRESS platform exposure
  
• Understanding of financial planning practice operations
  
• Ability to support both systems and people (not just tech)
  
• Experience supporting adviser networks or licensees
  
• Prior experience assisting Australian firms or supporting AU accounts
  
• Experience using accounting software (e.g. Xero, MYOB, QuickBooks) is a strong advantage
  
• Strong attention to detail and commitment to accuracy
  
• Good written and spoken English communication skills
  
• Organised, proactive, and able to manage multiple tasks efficiently
  
• Willingness to learn and grow within an Australian accounting environment
  

Benefits

• A comprehensive benefits package, including paid leaves
  
• Day shift
  
• HMO on Day 1 for you and your dependent
  
• Training and exposure to Australian accounting practices
  
• Career development opportunities
  
• Fun social events and a supportive team culture
  
• Fixed weekends off + Christmas & New Year off