Experis UK
Engineering Lead - Financial Planning (iRESS Xplan)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Locations: London | Liverpool |
Permanent
Lead the Future of Financial Planning Technology
We're partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced Engineering Lead - Financial Planning (iRESS Xplan) to take ownership of a business-critical financial planning platform.
This is a unique opportunity for a technically strong leader who combines hands-on engineering expertise with strategic technology leadership. You'll act as the senior technical authority for the financial planning ecosystem, driving platform evolution, integration strategy, engineering excellence and team development.
Working at the intersection of Financial Planning, CRM, Data and Wealth Technology, you'll play a key role in shaping the future technology landscape supporting advisers and clients across the organisation.
The Role
As Engineering Lead, you'll own the design, development, integration and operation of the firm's financial planning platform, ensuring it remains scalable, secure and fit for future growth.
You'll provide technical leadership across engineering teams, establish best practice standards, mentor colleagues, and guide architectural decisions, while maintaining a hands-on involvement in platform delivery and optimisation.
Key platform integrations include Salesforce Financial Services Cloud, enterprise data platforms, middleware technologies, APIs and wealth management systems.
Key Responsibilities
Technical Leadership
- Act as the senior technical authority for the financial planning domain.
- Define and maintain engineering standards covering code quality, documentation, testing and release management.
- Lead architecture and design decisions, ensuring scalability, maintainability and security.
- Conduct technical design reviews and provide expert guidance across engineering teams.
- Balance delivery objectives with technical debt management and platform sustainability.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Engineering & Delivery
- Champion modern engineering practices including CI/CD, Git-based development, automated testing and code review.
- Support Agile delivery through Scrum and Kanban methodologies.
- Design and oversee integrations using REST APIs, SOAP services and event-driven architectures.
- Drive adoption of middleware and integration technologies.
- Contribute to the development of APIs, web applications, serverless solutions and microservices using technologies such as Python or Java.
- Ensure solutions meet security, compliance and data protection requirements.
Team Leadership
- Mentor and develop engineers, configuration specialists and platform administrators.
- Help build engineering capability and promote best practice across technical and non-technical teams.
- Collaborate with business stakeholders, compliance teams, architects and engineering leaders within a "build it, run it" environment.
iRESS Xplan Platform Ownership
- Lead configuration and customisation of Xplan workflows, forms, templates, campaigns and business processes.
- Design and maintain integrations between Xplan and connected platforms, including CRM and data solutions.
- Oversee platform upgrades, releases and vendor-led enhancements.
- Manage troubleshooting, root cause analysis and platform optimisation activities.
- Support data migration initiatives including cleansing, mapping and validation exercises.
- Ensure platform security and permissions are effectively managed in a regulated environment.
What We're Looking For
Essential Experience
- Strong experience with iRESS Xplan, including configuration, customisation and integration.
- Proven leadership experience within software engineering or platform engineering environments.
- Strong understanding of API design and enterprise integration patterns.
- Experience delivering solutions within regulated financial services environments.
- Knowledge of cloud and middleware technologies, including serverless architectures.
- Experience working with modern SDLC practices and Agile delivery methods.
- Strong stakeholder management and communication skills.
- Understanding of data platforms and operational data models.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Highly Desirable
- Wealth management, private banking or investment platform experience.
- Experience integrating Xplan with Salesforce Financial Services Cloud.
- Knowledge of financial planning and adviser back-office processes.
- Experience managing vendor relationships and influencing product roadmaps.
- Track record of building internal capability and reducing reliance on external implementation partners.
- Exposure to AI-assisted development tools such as GitHub Copilot or Claude Code.
- Experience developing AI-enabled or agentic solutions within financial services.
What's on Offer
- Competitive base salary
- Discretionary annual bonus
- Excellent pension contribution
- Private medical insurance
- Life assurance
- Income protection
- Share scheme
- Flexible holiday allowance with option to purchase additional leave
- Enhanced family-friendly benefits
- Study support and professional development funding
- Green car scheme
- Season ticket loans
- Volunteering days
- Gym and lifestyle discounts
- Comprehensive wellbeing and inclusion initiatives
Apply Now
This is an excellent opportunity for an experienced Xplan specialist and engineering leader to shape the future of financial planning technology within a growing and highly respected wealth management environment.
To discuss the role in confidence, please contact us today.
If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location