Remote Financial Planning Software Support Specialist

Plutosoft; Australia; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Free onsite parking

Learning & development support

Career progression pathways

Team-oriented culture

Job summary

Plutosoft in Australia is seeking a Financial Advice Software Support Specialist to be the first line of contact for users, diagnosing issues across modules and guiding effective resolutions. You will work closely with advisers and paraplanners, delivering empathetic service and clear software guidance.

This hybrid role supports a leading SaaS platform for financial planning, with opportunities to influence product improvements, participate in training, and grow with a collaborative team

Qualifications

• Permanent resident
• Experience using Xplan, Midwinter, AdviserLogic, Intelliflo, or other financial planning software will be highly regarded.
• Tertiary qualifications in finance, information systems, or a related field
• Knowledge of financial modelling, tax, Centrelink rules, or investment platforms
• Experience working with data feed providers and portfolio systems
• Exposure to CRM or financial planning software platforms

Responsibilities

• Respond promptly to incoming support queries via phone and ticketing system
• Accurately diagnose and resolve client issues across various modules of the Plutosoft platform
• Escalate complex issues to appropriate internal teams when required
• Use and contribute to internal knowledge base articles
• Maintain high standards of customer service in all interactions
• Document resolutions and contribute to continuous improvement in support processes
• Identify recurring issues or client feedback that may inform product enhancements

Skills

Client-centric mindset

Strong communication skills

Industry knowledge

Tech proficiency

Problem-solving ability

Team player

Adaptability

Judgment

Education

Tertiary qualifications in finance or information systems

Tools

Xplan

Midwinter

AdviserLogic

Intelliflo

Job description

Plutosoft in Australia is seeking a Financial Advice Software Support Specialist to be the first line of contact for users, diagnosing issues across modules and guiding effective resolutions. You will work closely with advisers and paraplanners, delivering empathetic service and clear software guidance.

This hybrid role supports a leading SaaS platform for financial planning, with opportunities to influence product improvements, participate in training, and grow with a collaborative team