Adviser Back-Office Expert

7 days ago


Carlisle, Cumbria, United Kingdom IDEX Consulting Full time

About the Role

IDEX Consulting is seeking a highly skilled Adviser Back-Office Expert to join our team. As an Adviser Back-Office Expert, you will play a key role in supporting the adviser back-office systems and processes used by financial planners and support staff.

Your key responsibilities will include:

  • Maintaining adviser back-office systems, including Xplan.
  • Ensuring data quality and supporting risk mitigation efforts.
  • Collaborating with training and competency teams to streamline adviser onboarding processes.
  • Supporting system maintenance and troubleshooting.

Requirements

To excel in this role, you will need:

  • Experience with adviser back-office systems, particularly Xplan.
  • Strong analytical skills and problem-solving ability.
  • Ability to work independently and collaboratively.
  • Proficiency in Excel or similar database tools.

Salary Range

$90,000 - $125,000 per annum, depending on experience.



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