About this role
Salary: £45,000 - 100,000 per year
Requirements: We have strong experience with iRESS Xplan, including configuration, customisation and integration.We have proven leadership experience within software engineering or platform engineering environments.We have a strong understanding of API design and enterprise integration patterns.We have experience delivering solutions within regulated financial services environments.We have knowledge of cloud and middleware technologies, including serverless architectures.We have experience working with modern SDLC practices and Agile delivery methods.We have strong stakeholder management and communication skills.We understand data platforms and operational data models.We have wealth management, private banking or investment platform experience.We have experience integrating Xplan with Salesforce Financial Services Cloud.We have knowledge of financial planning and adviser back-office processes.We have experience managing vendor relationships and influencing product roadmaps.We have a track record of building internal capability and reducing reliance on external implementation partners.We have exposure to AI-assisted development tools such as GitHub Copilot or Claude Code.We have experience developing AI-enabled or agentic solutions within financial services. Responsibilities: We own the design, development, integration and operation of our financial planning platform, ensuring it remains scalable, secure and fit for future growth.We provide technical leadership across engineering teams, establish best practice standards, mentor colleagues, and guide architectural decisions.We maintain a hands-on involvement in platform delivery and optimisation.We work across the financial planning, CRM, data and wealth technology landscape to shape our future technology direction.We lead key platform integrations, including Salesforce Financial Services Cloud, enterprise data platforms, middleware technologies, APIs and wealth management systems. Technologies: AIAPIClaude CodeCloudCopilotCRMGitHubSupportSalesforceServerlessDevOps More:
We are partnering with a leading UK wealth management organisation undergoing significant technology transformation. This is a permanent Engineering Lead role based in London or Liverpool. We offer a competitive base salary, discretionary annual bonus, excellent pension contribution, private medical insurance, life assurance, income protection, share scheme, flexible holiday allowance with the option to purchase additional leave, enhanced family-friendly benefits, study support and professional development funding, a green car scheme, season ticket loans, volunteering days, gym and lifestyle discounts, and comprehensive wellbeing and inclusion initiatives. This is an excellent opportunity for an experienced Xplan specialist and engineering leader to shape the future of financial planning technology within a growing and highly respected wealth management environment.
last updated 33 week of 2026