Experis Scotland
Engineering Lead (iRESS Xplan)
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Engineering Lead - Financial Planning Platform (iRESS Xplan)
Overview
We're looking for an Engineering Lead to take ownership of a Financial Planning platform centred around iRESS Xplan. This is a hands-on leadership role combining technical delivery, platform ownership, and people leadership.
You'll be responsible for the design, development, integration, and ongoing operation of Xplan, ensuring it works seamlessly with wider business systems including CRM, data platforms, and middleware technologies.
This role would suit someone with deep iRESS Xplan expertise, strong engineering leadership experience, and a background within Wealth Management, Financial Advice, or Financial Services.
What You'll Be Doing
Technical Leadership
- Own the technical roadmap and architecture for the Financial Planning platform.
- Define and maintain engineering standards across code quality, testing, documentation, and releases.
- Lead technical design reviews and architectural decisions.
- Balance new feature delivery against technical debt and platform improvements.
- Act as the senior technical authority for Financial Planning technology.
Platform Engineering & Delivery
- Design, build, and support solutions across the Xplan ecosystem.
- Develop APIs, integrations, serverless functions, and backend services.
- Implement modern engineering practices including Git, CI/CD, automated testing, and code reviews.
- Ensure solutions are scalable, secure, and maintainable.
- Support platform upgrades, releases, and operational stability.
Xplan Configuration & Customisation
- Configure and customise Xplan workflows, forms, campaigns, and business processes.
- Build and maintain custom business logic, templates, and document generation capabilities.
- Support adviser and paraplanning workflows through effective platform design.
- Troubleshoot and resolve complex platform issues.
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Integration & Data
- Deliver integrations between Xplan, CRM platforms, data platforms, and investment systems.
- Work with APIs, web services, middleware, and event-driven architectures.
- Support data migration, cleansing, and mapping activities.
- Ensure planning data is accessible for reporting, analytics, and downstream data platforms.
Leadership & Stakeholder Engagement
- Lead, mentor, and develop engineers, platform specialists, and administrators.
- Help build engineering capability and reduce dependence on third-party implementation partners.
- Partner with business stakeholders, compliance teams, and wider technology functions.
- Promote a "build it, run it" culture focused on ownership and continuous improvement.
Essential Experience
iRESS Xplan
- Strong hands-on experience with iRESS Xplan configuration, customisation, and administration.
- Experience delivering and supporting Xplan integrations.
- Knowledge of Xplan data structures, security models, and platform operations.
- Experience managing Xplan upgrades, releases, and vendor-led changes.
- Proven experience working with financial planning and adviser back-office processes.
Engineering & Architecture
- Strong software engineering background.
- Experience with APIs, integrations, and middleware technologies.
- Knowledge of modern development practices including Git, CI/CD, and automated testing.
- Experience developing backend services, APIs, or microservices using technologies such as Python or Java.
- Understanding of cloud and data platform architectures.
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Financial Services
- Experience working within Wealth Management, Financial Planning, Private Banking, or Investment Management environments.
- Understanding of client data, advice processes, and regulatory requirements.
- Knowledge of Consumer Duty and governance considerations within regulated financial services.
Nice to Have
- Experience integrating Xplan with Salesforce FSC or Sales Cloud.
- Exposure to investment, portfolio management, or wealth technology platforms.
- Experience with Snowflake and enterprise data platforms.
- Understanding of AI-enabled software delivery practices.
- Experience using tools such as GitHub Copilot or Claude Code.
- Exposure to AI or agentic solutions within financial services environments.
Ideal Candidate
We're looking for an engineering leader who combines deep iRESS Xplan expertise with strong software engineering principles and leadership capabilities.
The ideal candidate will have led Financial Planning platform initiatives, understands the challenges of regulated financial services, and can modernise and evolve a critical business platform while building a high-performing engineering team.
Key requirement: Significant hands-on experience with iRESS Xplan is essential. This role is not suited to a general Engineering Manager or Technical Lead without a strong Financial Planning platform background.
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