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Engineering Lead - Financial Planning (iRESS Xplan)
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.
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Key platform integrations include Salesforce Financial Services Cloud, enterprise data platforms, middleware technologies, APIs, and wealth management systems.
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.
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.
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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.
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