configuration of the Iress/XPLAN applications. Working directly with the third-party vendors and the business users on Support...
with strong IRESS Xplan experience to join a growing technology team building and enhancing an internal Xplan capability... platform. The Software Engineer - IRESS Xplan will focus on developing, configuring, and enhancing Xplan solutions...
with strong IRESS Xplan experience to join a growing technology team building and enhancing an internal Xplan capability... platform. The Software Engineer - IRESS Xplan will focus on developing, configuring, and enhancing Xplan solutions...
(Excel/Word/Outlook) and industry CRM/back-office systems (e.g., Intelliflo/IRESS). Exceptionally organised, detail-driven...
, helping to develop, enhance and integrate Iress Xplan as part of a wider modern engineering environment. This isn't a role... alongside modern development technologies. What you'll be doing Developing and enhancing Iress Xplan solutions Building...
Exposure to IRESS Xplan, Xmerge or adviser platforms Experience with Snowflake, Power BI or Alteryx Knowledge of wealth...
tools such as Iress Exchange, FE Analytics, Moneyfacts and provider websites Preparing client presentations, illustrations...
within a Wealth Management administration role ideally in an IFA environment Desirable Attributes: Experience of using Iress...
, Factset, Finbourne, eFront, Aladdin Wealth, Avaloq, FNZ, SS&C, SECCL, SEI, Iress, Objectway and others Exposure to AI-enabled...
management software (e.g., Iress X Plan or similar) Excellent organisational and attention-to-detail skills Strong...