ICT Technical Support Engineer

Field based, algined to your nearest Succession office location
Competitive salary + benefits
We are Succession Wealth , from start-up in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.
Due to our continued growth Succession now have a fantastic opportunity for a XPLAN Support Engineer to join our IT team and provide outstanding support for our XPLAN (in -house ‘Connect’) system.
As a Support Engineer, you will be the primary point of contact for Connect system queries, ensuring timely resolution and excellent user experience. You’ll work closely with IT leadership, stakeholders, and suppliers to manage support tickets, troubleshoot issues, and contribute to system enhancements.
Manage and respond to queries via the Connect support ticketing system and inbox.
Build and code Model Office templates (Microsoft Word).
Assist with data migration testing and liaise with providers and stakeholders.
Test new product releases and support regression testing.
Contribute to process enhancements and project work as experience grows.
Experience providing excellent customer support.
Strong technical problem-solving skills and intermediate MS Outlook, Excel, and Word skills.
Interest in corporate software and willingness to learn.
Experience using XPLAN and knowledge of IFA back-office processes.
IT support experience and exposure to coding languages.
Background in UK Financial Services sector.
A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including:
~25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
~ Excellent company pension scheme with a generous employer contribution.
~ Agile and family friendly working arrangements to allow for a great work/life balance.
~ Company sick pay.
~ Enhanced maternity, paternity and adoption pay.
~ Up to 40% discount on Aviva Insurance & Investment products.
~£465 towards the purchase of home office equipment.
~ Group Life Assurance Scheme: 8 x salary.
~ Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more
~ A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
~ Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
~ Support with cost of professional exams /study days.
~ Company Events

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes:
Employee Assistance Programme including access to a 24/7 support line.
Menopause support.
Parental and compassionate leave.
Wellbeing Library and Hub.
Support in achieving your career goals:
Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.