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Product Support Analyst - Financial Planning (Entry Level)

Sydney, Australia
Closing date
Mar 2, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
See yourself being part of a large, transformational change? This could be the role for you!

At Iress, we make things happen

We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world's most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia's largest technology companies and employs more than 2,000 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.

Build your career at Iress!

As the Product Support Analyst, you will be responsible for supporting our award-winning financial planning software - Xplan. You'll support a range of clients including some of the largest financial institutions.

As the main point of contact for our users, you'll apply your customer service and creative problem solving skills to help troubleshoot any issues our users encounter. You'll have the full support from your team and Team Leader as well as the opportunity to collaborate with other internal teams to investigate, analyse and solve a variety of software application issues.

If you are a Finance/Economics Graduate or passionate about financial services - we would love to hear from you!

Some of the awesome things you'll be involved with:
  • Provide a first point of contact for all inbound communications
  • Log and document all client incidents and requests in line with defined standards
  • Actively listen, probe and analyse incident information to ensure all pertinent information is gathered
  • Use strong verbal and written skills to deliver excellent customer service
  • Ensure adequate phone queue coverage in line with defined standards
  • Actively and appropriately prioritise incidents during the triage process in line with defined standards
  • Effectively liaise and collaborate with team, and relevant internal departments to gather and analyse required incident information, use initiative and creativity to determine viable incident solutions, and follow through to resolution as required
  • Involvement in stakeholder management
  • Establish effective working relationships with team and key people in other departments
  • Effectively escalate incidents with appropriate information in line with defined standards.
  • Actively own and track escalated incidents
  • Proactively learn about the products and the applicable areas of the industry Continually develop analytical and troubleshooting skills
  • Continually develop analytical and troubleshooting skills

What you will bring:
  • Relevant qualifications in either Financial Planning, Economics or Finance is preferred
  • A keen interest in Financial planning and/or Financial Markets
  • Excellent verbal and written communication skills, and the ability to interact with a wide range of people from diverse backgrounds
  • Strong troubleshooting skills / methodology
  • Strong team player with a willingness to share ideas and knowledge
  • Effective time management and organisational skills
  • Self-motivated and proactive approach to work and professional development
  • Ability to learn new information quickly, and to confidently apply learnings
  • Ability to multi-task and remain calm working in a fast-paced environment
  • Ability to use initiative, be proactive and creative in solving client issues/incidents

Why work with us?
  • 8 additional paid days per year to extend your weekends
  • Hybrid working
  • Generous cash bonus for every successful referral
  • Starting school leave - 8.5 days of leave to assist your children with the transition to school
  • Up to 26 weeks' paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work
  • 3 days' paid leave per year to participate in charity initiatives
  • Discounted health insurance premiums
  • Access to learning and development programs through Udemy

Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone's uniqueness is valued and celebrated.

Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don't meet all of the requirements of the role, we would still like to hear from you!

We're also proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.

For more information about what we do, our people and values, please visit our website -


Employment Type

Time Type
Full time

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