We're Hiring

Help our adviser network get the most out of Xplan and advice technology

Remote, Flexible Hours, Australia-wide

About Godfrey Pembroke

Godfrey Pembroke is an adviser-owned and adviser-led licensee, partnering with a community of financial advice firms across Australia to deliver exceptional client outcomes and business success. We exist to help our advice firms thrive - professionally and collectively - making the delivery of advice smoother and more rewarding for advisers, their teams and their clients. Through collaboration, innovation and unwavering support, we're empowering advice, together.

About the role

This is a hands-on, network-facing role for someone who knows advice technology and the advice process inside and out. You'll be the go-to person for day-to-day technology support, helping advisers and practices work more consistently and efficiently. From vendor escalations and release testing to training and process improvement, you'll keep our advice technology environment running smoothly and our network well supported.

This is a fully remote role - work from anywhere in Australia.

What you'll do

• Provide Xplan and advice technology support to advisers and practices, helping them work more consistently and efficiently
• Manage vendor escalations and day-to-day technology queries
• Test system releases and assess their impact on business processes before rollout
• Keep the network informed of system changes, new features and updates
• Support training and drive adoption of advice technology across the network
• Assist with adviser onboarding and offboarding, including setup and process guidance
• Maintain process documentation and contribute to continuous improvement
• Support technology projects, including AI and automation initiatives

About you

• Strong working knowledge of Xplan 
• A good understanding of advice processes and how technology is applied in a financial planning environment
• Experience with system administration support, release testing, issue resolution and process documentation
• Excellent written and verbal communication - you can explain processes clearly and create practical user guides and training material
• Well organised, with the ability to juggle multiple recurring tasks, requests and projects while staying accurate and responsive
• Confident engaging with advisers, practice staff, internal teams and external vendors
• High attention to detail, sound judgement and a proactive, solutions-focused approach
• Experience in financial services, advice technology, operations or practice support will be highly regarded

Why join us

• Fully remote - work from anywhere in Australia
• A visible, valued role at the heart of an adviser-owned, adviser-led community
• Variety - from frontline support to AI and automation projects
• Be part of a licensee that's genuinely focused on helping advice firms thrive

How to apply

Please complete the form below, or contact Daniella Van Dyke on:

e: daniella.vandyke@godfreypembroke.com.au

p:  0461 581 828 

Godfrey Pembroke is committed to building a diverse and inclusive workplace and welcomes applications from candidates of all backgrounds.