iRESS Xplan Engineering Lead for Financial Platform

Experis Scotland; Glasgow; On-site; GBP 90,000 - 120,000; Full time

Job summary

Experis Scotland seeks an Engineering Lead to own a Financial Planning platform centered on iRESS Xplan. This hands-on leadership role combines technical delivery, platform ownership and people leadership.

You will design, develop, integrate and operate Xplan with CRM, data platforms and middleware, guiding architecture, standards and partnerships with stakeholders. A deep Xplan background and wealth management experience are essential.

Qualifications

• Hands-on experience with iRESS Xplan configuration, customization and administration.
• Experience delivering and supporting Xplan integrations.
• Knowledge of Xplan data structures, security models and platform operations.
• Experience managing Xplan upgrades, releases and vendor-led changes.
• Proven experience in financial planning or adviser back-office processes.
• Strong software engineering background with API / integration focus.
• Familiarity with cloud and data platform architectures.
• Experience in Wealth Management or Financial Services environments.
• Understanding of client data, advice processes and regulatory requirements.

Responsibilities

• Own the technical roadmap and architecture for the Financial Planning platform.
• Define and maintain engineering standards across code quality, testing, documentation and releases.
• Lead technical design reviews and architectural decisions.
• Balance new feature delivery against technical debt and platform improvements.
• Act as the senior technical authority for Financial Planning technology.
• Design, build and support solutions across the Xplan ecosystem.
• Develop APIs, integrations, serverless functions and backend services.
• Implement modern engineering practices including Git, CI/CD, automated testing and code reviews.
• Ensure solutions are scalable, secure and maintainable.
• Support platform upgrades, releases and operational stability.
• Configure and customise Xplan workflows, forms, campaigns and business processes.
• Build and maintain custom business logic, templates and document generation capabilities.
• Support adviser and paraplanning workflows through effective platform design.
• Troubleshoot and resolve complex platform issues.

Skills

Xplan experience

Software engineering

APIs & integrations

CI/CD & testing

Cloud architecture

Wealth management knowledge

Regulatory compliance awareness

Tools

Git

Java

Python

Job description

Experis Scotland seeks an Engineering Lead to own a Financial Planning platform centered on iRESS Xplan. This hands-on leadership role combines technical delivery, platform ownership and people leadership.

You will design, develop, integrate and operate Xplan with CRM, data platforms and middleware, guiding architecture, standards and partnerships with stakeholders. A deep Xplan background and wealth management experience are essential.