Job Description
🌟 We’re Hiring: Xplan Product Specialist 🌟
📍 Location: Remote
💼Contract: Full-time, Permanent
💰Salary: Competitive + excellent benefits
We’re looking for a highly organised and detail-focused Xplan Product Specialist to join our growing Product team. Reporting to the Head of Product, you’ll play a key role in supporting the administration and development of our client delivery systems, including Xplan and our in-house pensions administration system.
This is a great opportunity for someone with strong CRM system knowledge and a collaborative approach, ready to make a real impact across the business.
🗂️ What you’ll do:
✅ Support and maintain Xplan and other client delivery systems, ensuring efficient day-to-day operation
✅ Handle configuration, access roles, report creation, data feeds, and template management
✅ Proactively manage queries, issues, and tickets within SLAs
✅ Contribute to system integration projects and future product development
✅ Maintain the Xplan Total Wealth portal and support internal training across the business
✅ Help define procedures and workflows, ensuring consisten...