Client Solutions Implementation Specialist - Xplan

See yourself being part of a large, transformational change? This could be the role for you!

Who We Are

At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands to new and disruptive players, we help improve every aspect of our clients’ businesses so that they can work better, every day. Iress is one of Australia’s largest technology companies and employs more than 1,900 people across Australia, United Kingdom, South Africa, Canada, New Zealand and Asia.

The Role

We are currently looking for multiple Implementation Specialists to join our dynamic, Global Client Solutions Team to work closely and collaboratively with clients and colleagues to implement our financial planning and wealth management software,Xplan. You will ensure an appropriate solution is agreed with our clients and see that it is delivered to specification, cost and time, providing a rigorous and robust approach to the implementation of software. Through your detailed functional and product knowledge you will achieve the best possible outcome for our client.

What you will be doing

• Drive and own the delivery and implementation of solution design playing a key role in gaining internal and client agreement on how solutions will be implemented

• Develop and foster strong client relationships with ease to identify, shape and confirm client value, expectations and requirements

• Analyse, document and confirm outputs to ensure the implemented solution is understood, has appropriate sign off, and to the clients satisfaction

• Configure the Iress solution in accordance with the solution design and in line with the package of products the customer has purchased, ensuring the configuration is delivered to a high level of quality undergoing peer review and unit testing

• Develop and maintain detailed databases of appropriate reference materials, including research, usability tests, and design specifications

• Ensure that any configuration you implement is tested and you will assist in the peer review testing of work done by others in the team

• A drive towards more commoditised and scalable implementations will be a key part of your thinking and approach

• Provide guidance and support to clients to ensure that they have sufficient knowledge of the solution to make informed decisions

• Provide support where required in pre-sales activities and in servicing existing clients, through providing advice, configuration and guidance where appropriate

• Proactively participate in Chapters and Guilds to support your personal development

What you will need

• Core work experience within financial services within a software implementation capacity

• Knowlegde of Xplan will be essential

• Excellent oral and written communication skills that build knowledge and confidence with internal and external audiences

• A problem solving mentality with a thorough approach to analysis

• Technical understanding to configure software to the clients satisfaction and in line with solution design

• Excellent attention to detail with the ability able to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into a detailed understanding

• Able to work well under pressure and at speed, prioritising and co-ordinating multiple tasks across multiple projects

• Experience with Jira and an agile working environment would be ideal

• A professional manner, being accessible to clients and providing timely and succinct information

Why work with us?

• Competitive remuneration

• 25 days holiday plus Bank Holidays

• 'The Long Weekend' - ​6 additional paid days leave to extend your weekends

• State-of-the-art offices

• Free onsite Gym at our Cheltenham location, available 24/7

• Global opportunities

• Equity grants for our top 25% performers

• Annual Profit Share when Iress meets its annual profit targets

• Casual dress, flexible work policy

• Access to learning and development programs

• Life Insurance, Income Protection and Private Medical Insurance

• Healthcash care plan to support appointments such as Opticians, Dentist etc

• Generous referral scheme

• 3 days’ leave per year for charity initiatives

• Global 36-hour hackathon

• Cycle to Work scheme

• Starting school leave - 8.5 days of leave to assist your kids with the transition to school

• Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work

Employment Type

Time Type