5

Advice Technology Support Officer

icon building Company : 5 Elk
icon briefcase Job Type : Full Time

Number of Applicants

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Job Description - Advice Technology Support Officer

5 ELK is looking for an Advice Technology Support Officer to support its national adviser network.

You’ll be the go -to person for Xplan queries, system guidance, and process support, helping advisers and practices work more efficiently and consistently.

This role is ideal for someone who understands financial planning workflows & enjoys improving how systems are used in practice.

What You’ll Be Doing
  • 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

What We're Looking For

Must Have
  • 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

PERKS
  • 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

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