Are you an experienced implementation or transition specialist with a background in the Australian financial advice industry?

We're partnering with a leading national financial services organisation undertaking a significant technology transformation across its network of financial planning and accounting businesses. As part of this program, we're looking for someone who has hands-on experience transitioning advice practices onto new technology platforms.

The Opportunity

You'll take ownership of the end-to-end transition of financial advice practices onto a recent technology platform, ensuring each migration is well planned, thoroughly tested and successfully adopted by the business.

Working closely with internal technology teams, external vendors and advice practices, you'll:

- Lead the operational delivery of advice practice technology transitions
- Coordinate and support User Acceptance Testing (UAT)
- Validate migrated data and system configuration prior to go-live
- Identify and resolve transition issues with practices and technology vendors
- Support advisers and practice staff throughout implementation and go-live
- Develop and continuously improve transition playbooks, checklists and processes
- Partner with support, training and implementation teams to improve future migrations

About You

To be successful, you'll bring hands-on experience within the Australian financial advice industry and understand how advice businesses operate.





You'll ideally have experience with:

- Xplan or similar financial advice platforms
- Advice practice operations and workflows
- Technology implementations or practice migrations
- User Acceptance Testing (UAT)
- Data migration validation
- Working with advisers, paraplanners and practice support teams
- Managing stakeholders across business, technology and vendors

Experience working with accounting practice management software, Salesforce-based advice solutions or integrated advice and accounting businesses will be highly regarded.

Please note: This role is best suited to candidates with experience implementing technology within Australian financial advice businesses, rather than general enterprise CRM or ERP transformation projects.

What's on Offer

This is an initial six month contract with a view to permanent, offering the opportunity to play a key role in a major advice technology transformation program. The role is CBD based, working alongside experienced technology, implementation and business stakeholders while helping shape the future rollout of a new advice platform across a growing national network.

If you've successfully delivered technology implementations within Australian financial advice businesses and enjoy working closely with people to deliver smooth, successful transitions, we'd love to hear from you.

Contact Nick Largent for more information.

📌 Implementation Lead - Financial Advice Technology (Sydney)
🏢 Morgan Mckinley
📍 Sydney