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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product analysis and customer solutions, with a strong focus on utilizing Xplan for product functionality and improvements. Capable of developing training materials and collaborating effectively across teams to enhance product offerings.
Highest-signal resume keywords
Xplan ExperienceProduct AnalysisStrong Written CommunicationCollaboration SkillsJira Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product DocumentationRelease Notes PreparationImplementation TrackingCustomer Solutions DevelopmentProcess Improvement
Soft Skills
Detail-Oriented ThinkingProactive ApproachResourcefulness
Tools & Technologies
Jira
Industry Keywords
Financial ServicesWealth ManagementFinancial TechnologyAdviceParaplanning
About the role
Key responsibilities & impact- Get hands-on with Xplan to understand existing functionality, investigate product behaviour and identify customer needs
- Validate proposed solutions and test whether changes address underlying problems
- Work through product issues, coordinate next steps and follow them through to resolution
- Develop rollout plans, track implementation activities and support product testing and feedback after release
- Prepare release notes, product documentation and user-facing materials
- Support PRDs and other product documents
- Work with Marketing on release requirements
- Work with Customer teams to develop training materials and videos
- Support product modernisation alongside internal teams and external engineering partners
- Identify opportunities to improve processes through AI, automation and better use of technology
Requirements
What you’ll need- Experience with the Xplan product is ideal
- A background in advice or paraplanning
- Early-career experience in product, business analysis, customer solutions, implementation or a related technology role
- Strong written communication skills
- Structured, detail-oriented thinking
- Proactive, resourceful approach and confidence to take direction and use judgement
- Interest in software, integrations and how products solve customer problems
- Strong collaboration skills across Product, Engineering, Marketing and Customer teams
- Experience with Jira is desirable
- Knowledge of financial services, wealth management or financial technology is desirable
Benefits
Comp & perks- 8 additional paid days per year to extend your weekends
- Generous cash bonus for every successful referral
- Starting school leave — 8.5 days of leave to assist your children with the transition to school
- Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work
- 3 days’ paid leave per year to participate in charity initiatives
- Discounted health insurance premiums
- Access to learning and development programs through LinkedIn Learning
- Hybrid working