About this role
Salary: £65,000 - 90,000 per year
Requirements: Proven commercial experience working with IRESS XplanStrong expertise in Xmerge development and workflow configurationExperience customising Xplan interfaces and reporting solutionsKnowledge of financial advice or wealth management processesExcellent stakeholder engagement and communication skillsA structured, analytical approach to troubleshooting and problem-solvingExperience working within Agile delivery teamsPython or JavaScript development experience is desirablePower BI, Alteryx or Snowflake experience is desirableExperience in wealth management, private banking or financial planning environments is desirable Responsibilities: Design, build and maintain IRESS Xplan solutions and configurationsDevelop and enhance Xplan workflows and user journeysCreate and modify Xmerge templates, reports and client documentationPartner with Business Design Analysts to translate requirements into technical solutionsSupport deployments and system integrations across complex environmentsDrive continuous improvement of reporting outputs and platform functionalityAssist with environment refreshes, rebuilds and issue resolutionWork closely with stakeholders across Technology and the businessContribute to Agile ceremonies, sprint planning and retrospectives Technologies: AlteryxSupportJavaScriptPower BIPythonSnowflake More:
We are a leading UK wealth management organisation partnering to grow our technology function and shape the future of wealth management technology. This role is based in London Central with one day a week in the office, and offers a salary of £90,000 plus a 10% bonus and excellent benefits. We are looking for an experienced Application Engineer and IRESS Xplan specialist to take ownership of platform enhancements, workflow optimisation and reporting improvements that directly support advisers and business users across our organisation.
last updated 29 week of 2026