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Xplan product specialist

Leicester
Permanent
Mattioli Woods
Product specialist
Posted: 29 June
Offer description

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...

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