The staff in our Cape Town, Durban, Lisbon, London and Melbourne offices are passionate about their areas of expertise and take pride in helping our clients achieve their goals. We pride ourselves on providing solutions that suit our clients' unique individual circumstances our employees are key in achieving this goal. We create tailor-made solutions to meet the accounting, wealth, financial, currency and nationality needs of our clients.
#Xplan website professional
Sable International offers innovative professional services to international citizens. Please note: If you haven't heard from us within two weeks, you may consider your application unsuccessful. Send us an email to ****** with your CV and one-page covering letter. Setting up and understanding the client portalĪutomating processes such as the review processĬreating on Xport for financial MI and client details MI Have experience working with Xplan specificallyĪre technically minded and process drivenĪmong other tasks, your main responsibilities will include:Ĭreating threads, tasks and cases within Xplan Have at least three years' experience working specifically on the back-end of Xplan and able to provide support in building, developing and improving CRM systemsĪre deadline driven and able to meet targets while delivering work of the highest standard Have previously worked with Xplan/Iress or for an IFA where configuration and setup was your primary function Have extensive knowledge of Xplan interface, building and configuration Ultimately, you will be responsible for providing specialised Xplan support to our Wealth team. We are looking for someone with strong back-end Xplan systems knowledge, skills, and expertise and who has an interest in the wealth industry.
We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. Are you energetic, ambitious, and looking to develop your career? Our Cape Town Wealth department is looking to add an Xplan Support Specialist to their team.
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