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Management and Executive

London

29/11/2021

Type of Position: X-Plan Manager
Pay: Negotiable

X-Plan Manager

The role of X-Plan Manager is to work alongside the Head of Systems & Processes to assist with day-to-day queries from staff, training, reporting and the general running of the back office system. The X-Plan role can vary subject to our client's business structure and requirements. 

 

Key Responsibilities:

  • Maintain client records (including merging/deleting as required). 
  • Setting up and linking data feeds from providers.
  • Create and maintain user access and profiles.
  • Supporting individuals with processes.
  • Create and run Xports.
  • Run regular business reporting requirements.
  • Run ad-hoc report requests.
  • Provide training for staff (new and existing). 
  • Assist colleagues with day-to-day queries.
  • Update user manuals / guides.
  • Work with Head of Systems & Processes on development projects.
  • Cleansing data.
  • Identify gaps and errors in the data and assist in taking appropriate steps.
  • Awareness of future development items and roadmap.

 

Experience and skills required:

  • Demonstrable knowledge and experience of X-Plan.
  • A good knowledge of Microsoft Outlook, Word and Excel; 
  • Knowledge of the financial services industry preferred;
  • Able to work as part of a team and autonomously;
  • Well organised and able to prioritise and manage workload effectively;
  • Methodical approach to work;
  • Acutely accurate attention to detail;
  • Articulate and have a good command of written and verbal English; 
  • Ideally some training experience.

 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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