The Role
The Advice Technology Support Officer provides Xplan support, troubleshooting, and training to advisers. They enhance system use and improve operational workflows in a financial planning context.
Summary Generated by Built In
5 ELK is looking for an Advice Technology Support Officer, you’ll be the go-to person for Xplan queries, financial planning 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
- Strong attention to detail and commitment to accuracy
- Good written and spoken English communication skills
- Organised, proactive, and able to manage multiple tasks efficiently
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
Skills Required
- Strong hands-on Xplan experience
- IRESS platform exposure
- Understanding of financial planning practice operations
- Ability to support systems and people
- Experience supporting adviser networks or licensees
- Prior experience assisting Australian firms
- Experience using accounting software (e.g. Xero, MYOB, QuickBooks)
- 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 in an Australian accounting environment
Am I A Good Fit?
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The Company
What We Do
5 ELK is an outsourcing provider that offers remote staffing solutions, specializing in helping Australian and UK financial services businesses, such as financial advice firms, build and manage offshore teams for administrative and back-office tasks.
