Job Title

Were Hiring: Xplan Product Specialist Apply below after reading through all the details and supporting information regarding this job opportunity. Location: RemoteContract: Full-time, PermanentSalary: Competitive + excellent benefitsWere looking for a highly organised and detail-focused Xplan Product Specialist to join our growing Product team. Reporting to the Head of Product, youll 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 youll 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 consistency and compliance What were looking for: Experience with back-office administration of Xplan, including system configuration Skilled in business analysis, requirements gathering, and translating into solutions Strong Excel, numeracy, and IT skills Great attention to detail and a customer-focused mindset Strong communication skills, both written and verbal Ability to prioritise, stay organised, and thrive in a fast-paced environment Financial services knowledge is highly desirable Why Join Us?Mattioli Woods offers tailored investment strategies and holistic wealth management, focusing on long-term goals and personalised service. Our experienced team and strong reputation make us a trusted choice for high-net-worth individuals, trusts, and pension funds.As part of our technology team, youll work in a dynamic environment that values innovation, cross-functional collaboration, and continuous improvement. Your contributions will directly enhance our workplace productivity and client-facing services. Apply now and help drive our digital transformation forward!