Xplan Consultant/Team Leader

Opex Consulting; South Australia; On-site; AUD 80,000 - 100,000; Full time

Job summary

A consultancy firm for financial services is seeking an experienced Xplan Consultant in Adelaide. The role involves leading the Customer Service Team, managing consulting projects, and providing support for the Opex Advice Solution. Ideal candidates should have over 5 years of experience with Xplan, strong leadership skills, and a background in financial services. This is a full-time position with standard working hours and some flexibility required.

Qualifications

• Minimum 5 years of demonstrated experience with Xplan software.
• Strong background in financial planning or advice delivery.
• Proven leadership and people management skills.

Responsibilities

• Lead and mentor a team of Customer Service Officers.
• Project manage onboarding of the AFSL/practice to Opex Suite.
• Oversee implementation projects for the Opex Suite solution.

Skills

Xplan software

Project management

Financial planning

Leadership

Communication

Problem-solving

Training development

Education

Bachelor’s degree in Finance, Business or related discipline

Tools

Opex Suite

Job description

Opex Consulting is a team of former licensee leaders and operators who have worked inside the very businesses we now support. We provide support for 100+ AFSLs with next generation technology solutions and have been doing so for over 13 years. Our experience and technology helps advice firms improve their operations using software that is suitable for their needs.

Founded on supporting users of Xplan, we now offer our own Opex Suite, training, consulting and payment services. We have built our offering to further enhance our services to practices seeking to streamline their operations further and to work smarter.

We are seeking an experienced Xplan Consultant to support our offering and to lead our Customer Service Team. The successful applicant will be a subject matter expert for the Opex Advice Solution in Xplan (Opex Suite) providing guidance, support, and strategic direction in the use and optimisation of Xplan. In addition you will manage consulting projects for Xplan data conversions and new client onboardings. Your experience will also be invaluable leading our Customer Service Officers providing 1st level support to Opex clients ensuring exceptional client outcomes.

Key Responsibilities

• Lead and mentor a team of Customer Service Officers providing 1st level support to Opex clients.
• Project manage onboarding of the AFSL and/or practice to Opex Suite.
• Oversee implementation and customisation projects for the Opex Suite solution in Xplan for new and existing clients.
• Project manage iress client data conversions for Opex clients.
• As an Xplan subject matter expert develop and deliver training programs and workshops for both clients and internal team members. Example areas include modelling tools (IPS, Xtools+, WealthSolver, Risk Researcher) + processes (tasks, cases).
• Manage project timelines, resources, and budgets to ensure successful and timely delivery.
• Supporting the Head of Sales and Client Experience with Account Management when required.

Skills and Experience

• Minimum 5 years of demonstrated experience with Xplan software in a consulting or technical support capacity.
• Strong background in financial planning, advice delivery or related financial services.
• Proven leadership and people management skills with experience in project management and team supervision.
• Excellent communication and interpersonal skills, with the ability to build rapport at all organisational levels.
• Analytical mindset with strong problem-solving capabilities.
• Experience in training development, delivery and documentation is highly regarded.
• Ability to manage multiple projects concurrently under tight deadlines.

Qualifications

• Bachelor’s degree in Finance, Business or a related discipline (preferred).
• Relevant certifications in financial advice or Xplan software (desirable).

Personal Attributes

• Proactive and solution-oriented approach.
• Strong leadership presence, a team motivator and enjoy mentoring.
• Adaptability and willingness to embrace new technology and change.
• High attention to detail and commitment to delivering quality outcomes.
• Customer-focused mindset.

Our preference is for this full time role to be based in Adelaide where our Customer Service Team is located. Standard working hours apply, with flexibility to accommodate project demands or urgent client needs.