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Wealth Axis, Melbourne

Advice Technology Consultant
Full-Time and Contract Available Work From Home
Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent.

What we offer

We offer a environment which challenges you to realise your potential.

In addition employees enjoy:

Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Work Type

Advice Technology Consultant

Full-Time and Contract Available Work From Home

We are currently looking for an Advice Technology Consultant to join our team supporting our best of breed financial planning solutions built in XPLAN.

The successful candidate will be providing quality first line support to our Dealer Groups which includes financial advisers, support staff and also internal departments via email and phone solving a variety of advice technology challenges and implementing XPLAN solutions. You will also play a fundamental role in the planning, building, and execution of critical configurations project within the Wealth Axis Xplan System to ensure it meets the needs of our customers.

About the role

Who are we looking for?
We are looking for talented individuals to join this rewarding profession and be part of an organisation where you can plan and grow your future to be the best possible individual being you can be.

If you have a passion for helping people, are hard working and are very process driven this may just be the career you have always been looking for.

You will also be responsible for the:

Onboarding and assisting advisers and their support staff with any queries
Engage with internal stakeholders on support issues and processes
Delivering either face-to-face or webinar-based training sessions
Xplan Site administration
Document coding and workflow maintenance
Identify and implement changes to business systems and processes
Data conversion migration projects and data testing
Bulk data updates
Maintaining data feeds and responding to queries
Completing details financial modelling and strategy assessment in XPLAN
Engage with key stakeholders on proposed deliverables for projects
Plan and manage phases of the software development lifecycle for a variety of advice projects
Desired Skills and Experience

The perks

Top 3 reasons to work for us
Innovation – Innovation is at the core of our business driving the way in which we deliver service in a fast pace changing environment.

Culture – Be part of a company whose culture reflects integrity, diversity, team work, respect and family centric.

Career Development - Develop your career and enhance your capabilities in a firm committed to providing you with broad opportunities.

Skills and experience

The successful applicant must be:

Relevant tertiary qualification or RG 146 Compliance highly regarded but not essential.
Extensive experience with Xplan
Demonstrated ability to assess areas for process improvement and implement advice technology solutions
A positive attitude towards your work and focus on continuous improvement
Enthusiastic and reliable with a strong attention to detail
Strong organisational skills to handle multiple tasks and demonstrated ability to manage an array of tasks
Ability to communicate (both verbally and in writing) in a clear and engaging manner
Demonstrated ability to work as part of a team
Great interpersonal skills, allowing you to build and maintain positive working relationships
Ability to use initiative and judgement in problem solving situations
Flexible and able to adapt to change
Committed to timely delivery and delivering exceptional customer service
How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to

Salary is negotiable depending on capability and experience.