The role of the X-Plan Manager is to work alongside the Head of Systems & Processes to assist with day-to-day queries from staff, training, reporting, and the general running of the back-office system. The X-Plan role can vary subject to the business structure and requirements. Although the areas listed below provide a broad indication of the various functions expected of the role, this is not an exhaustive list and may not include all aspects of the role.


Maintain client records (including merging/deleting as required).
Setting up and linking data feeds from providers.
Create and maintain user access and profiles.
Supporting individuals with processes.


Create and run Xports.
Run regular business reporting requirements.
Run ad-hoc report requests.


Provide training for staff (new and existing).
Assist colleagues with day-to-day queries.
Update user manuals / guides.


Work with Head of Systems & Processes on development projects.
Cleansing data.
Identify gaps and errors in the data and assist in taking appropriate steps.
Awareness of future development items and roadmap.

Experience and skills required:-

Demonstrable knowledge and experience of X-Plan.
Good knowledge of Microsoft Outlook, Word and Excel;
Knowledge of the financial services industry preferred;
Able to work as part of a team and autonomously;
Well organised and able to prioritise and manage workload effectively;
Methodical approach to work;
Acutely accurate attention to detail;
Articulate and have a good command of written and verbal English;
Ideally some training experience.
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