Adviser Back-Office Expert
7 days ago
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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