Xplan Training Consultant

Company Overview

Our client is one of Australia’s leading wealth management groups, providing financial planning products to its clients via a range of well-regarded brands. They are committed to attracting high performing people and offer a positive and collaborative working environment, where career development is strongly encouraged and supported.
Role Overview

As an Xplan Training Consultant, you will be part of a national team that designs and delivers comprehensive training on Xplan to financial advice practices and their support teams. Ideal opportunity for a person with a financial planning background and strong understanding of Xplan to step into a training and development role.

Duties and responsibilities

  • Deliver specific Xplan training sessions  with a focus on new users to the platform
  • Ensure daily provision of strategic technical support to advisers, their staff and other key stakeholders via phone and email
  • Participate in technical training sessions for advisers through various forums
  • Identify and analyse gaps in Xplan usage and assist in developing strategies to bridge these gaps
  • Involvement in specialised projects and assist Dealer Group with implementing system enhancements
  • Keep up to date with legislation, consumer and technical developments.

Skills & Experience

The ideal candidate will have strong Xplan knowledge, be a team oriented and organised self-starter with the following skills and experience

  • Knowledge of Xplan and comfortable presenting in front of groups
  • Diploma of Financial Planning or RG 146 compliant
  • Experience working in the Financial Planning industry
  • Superior written and verbal communication skills and high attention to detail

Express your interest using the ‘Apply Now’ link below or contact Chris Gordon on 02 9240 6366 for a confidential discussion.

Xplan Training Consultant

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