Engineering Lead - Financial Planning

Salary: £90,000 - 115,000 per year

Requirements:

• 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.
• 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.

Responsibilities:

• 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.
• 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.
• 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.
• 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.

Technologies:

• AI
• API
• CI/CD
• Claude Code
• Cloud
• Copilot
• CRM
• Git
• GitHub
• Support
• Java
• Kanban
• Python
• REST
• SOAP
• Salesforce
• Security
• Serverless
• Web
• microservices
• DevOps

More:

We are partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced Engineering Lead - Financial Planning (iRESS Xplan) to own a business-critical financial planning platform. This is a permanent role based in London or Liverpool. You will work at the intersection of Financial Planning, CRM, Data and Wealth Technology, shaping the future technology landscape that supports advisers and clients across the organisation. We offer a competitive base salary, discretionary annual bonus, excellent pension contribution, private medical insurance, life assurance, income protection, share scheme, flexible holiday allowance with the 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, and comprehensive wellbeing and inclusion initiatives.

last updated 32 week of 2026