XPlan Manager


X-Plan Manager

Location: North London

£35k-£40k (Depending on relevant industry experience)

Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.

Due to the continued success of the firm, they are now requiring an X-Plan Manager to join and strengthen their team.

Key tasks and responsibilities:

As an X-Plan Manager, you will be working alongside the Head of Systems & Processes to assist with ongoing queries from staff, training, reporting and the general running of the back office system. Other duties include:

– Updating and maintaining the back-office system

– Create and run Xports

– Provide training for staff

– Setting up and linking data feeds from providers

This role requires the following skills and attributes:

– Excellent time management skills

– Excellent communication skills

– Understanding of using XPlan

– Good knowledge of Microsoft software eg Excel, Outlook etc

– Excellent attention to detail

– Knowledge of the financial services industry (desirable)


– Hybrid working

– 25 days holiday

– Excellent pension scheme

– Excellent study support scheme for anyone interested in obtaining the Level 4 Diploma in Financial Planning.