Who we are Established in 2002, Capstone Financial Planning is one of Australia’s leading financial services Licensees. We are a leading provider of full end to end technology support services (including Xplan) whereby we provide dynamic, interactive help to our associated financial planning businesses across Australia. We focus on our clients, providing them with support and resources conducive to business growth and servicing as we understand that no business is the same. The opportunity We currently have an exciting opportunity available for a passionate, experienced Team Leader to join our highly renowned and innovative Technology team . Having proven experience in leading a team, your role will include being one of our inhouse experts in the use of financial planning software, leading our Technology Consultants, Training software users and managing ongoing relationships with our businesses. Why join us? Attractive remuneration - be recognized with a competitive package that matches your skills and experience Job security - join a well-established business with a highly respected and professional reputation, ensuring a sense of security that is rare in our industry Good work/life balance - our company is renowned for our excellent work/life balance and enjoyable culture Supportive environment - work in an excellent work environment that is innovative, flexible and enjoyable Responsibilities Extensive and in-depth knowledge of financial planning software (preferably XPlan) Lead a team of Technology consultants User training, coaching and mentoring Oversee help desk support On-boarding support for new users Data feed maintenance Supporting user administration and licensing Assisting software development Client base software conversion Assist with ongoing system development and testing Working with templates, coding, and threads. Varied technology-oriented projects as required Requirements Relevant Supervisory / Team Leader experience Minimum of 5 years as an XPlan user, developer or support provider Highly competent in the use of all XPlan modules Excellent problem-solving and analytical skills Strong understanding of financial planning processes Demonstrated desire for increased knowledge Excellent relationship management abilities Willingness to bring new ideas and innovation Dedication to continual improvement Relevant qualifications How to apply If you have the necessary skills and experience we are looking for, we would love to hear from you! To register your interest in this exciting opportunity, please click the ‘ APPLY ’ button and attach a copy of your CV and a detailed cover letter outlining your relevant experience…and why you are the one we've been searching for!
