Application Engineer (IRESS Xplan Specialist)

Salary: £65,000 - 90,000 per year

Requirements:

• Proven commercial experience working with IRESS Xplan
• Strong expertise in Xmerge development and workflow configuration
• Experience customising Xplan interfaces and reporting solutions
• Knowledge of financial advice or wealth management processes
• Excellent stakeholder engagement and communication skills
• A structured, analytical approach to troubleshooting and problem-solving
• Experience working within Agile delivery teams
• Python or JavaScript development experience is desirable
• Power BI, Alteryx or Snowflake experience is desirable
• Experience in wealth management, private banking or financial planning environments is desirable

Responsibilities:

• Design, build and maintain IRESS Xplan solutions and configurations
• Develop and enhance Xplan workflows and user journeys
• Create and modify Xmerge templates, reports and client documentation
• Partner with Business Design Analysts to translate requirements into technical solutions
• Support deployments and system integrations across complex environments
• Drive continuous improvement of reporting outputs and platform functionality
• Assist with environment refreshes, rebuilds and issue resolution
• Work closely with stakeholders across Technology and the business
• Contribute to Agile ceremonies, sprint planning and retrospectives

Technologies:

• Alteryx
• Support
• JavaScript
• Power BI
• Python
• Snowflake

More:

We are a leading UK wealth management organisation partnering to grow our technology function and shape the future of wealth management technology. This role is based in London Central with one day a week in the office, and offers a salary of £90,000 plus a 10% bonus and excellent benefits. We are looking for an experienced Application Engineer and IRESS Xplan specialist to take ownership of platform enhancements, workflow optimisation and reporting improvements that directly support advisers and business users across our organisation.

last updated 31 week of 2026