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Financial Advice Software Support Specialist

About Plutosoft

Plutosoft is a leading provider of software solutions tailored for financial planning practices in Australia. We equip financial advisers with powerful tools to streamline client management, compliance, investment reporting, modelling, and more. At Plutosoft, we believe in delivering both innovation and service excellence. Our Service Desk team is a core part of our client experience, providing responsive, empathetic and technically astute support to our valued users.

The Opportunity

We are seeking a Software Support Specialist to join our growing team. In this role, you will be the first point of contact for our users, helping them resolve a diverse range of product-related queries. Your ability to listen, understand, and resolve issues effectively will have a direct impact on customer satisfaction and system adoption.

This is a dynamic role ideal for someone with a background in financial planning or paraplanning, who enjoys problem solving, client interaction, and working with technology.

Key Responsibilities

  • Respond promptly to incoming support queries via phone and ticketing system
  • Accurately diagnose and resolve client issues across various modules of the Plutosoft platform
  • Escalate complex issues to appropriate internal teams when required
  • Use and contribute to internal knowledge base articles
  • Maintain high standards of customer service in all interactions
  • Document resolutions and contribute to continuous improvement in support processes
  • Identify recurring issues or client feedback that may inform product enhancements

About You

You’ll thrive in this role if you bring:

  • Client-centric mindset – a passion for helping others and delivering positive experiences
  • Strong communication skills – articulate, empathetic, and clear in both written and verbal interactions
  • Industry knowledge – experience working in the financial planning industry (e.g., paraplanning or support roles)
  • Tech proficiency – comfortable navigating complex systems, diagnosing user issues, and explaining software functionality
  • Problem-solving ability – able to analyse a situation and find effective solutions under time pressure
  • Team player – collaborative, reliable, and willing to share knowledge with peers
  • Adaptability – comfortable working in a fast-paced and evolving environment
  • Judgment – capable of assessing when to escalate sensitive or complex client issues

Desirable Qualifications & Experience

  • Permanent resident
  • Experience using Xplan, Midwinter, AdviserLogic, Intelliflo, or other financial planning software will be highly regarded.
  • Tertiary qualifications in finance, information systems, or a related field
  • Knowledge of financial modelling, tax, Centrelink rules, or investment platforms
  • Experience working with data feed providers and portfolio systems
  • Exposure to CRM or financial planning software platforms

What We Offer

  • Be part of a leading Financial Planning SaaS company making a tangible impact on the advice industry in Australia
  • Join a collaborative, innovative, and structured team environment that values continuous improvement and shared success
  • Hybrid working model, including the opportunity to work from home on designated days
  • Convenient location with free onsite parking and just a short walk from the train station
  • Ongoing learning and development support, including training, shadowing, and career progression pathways.
  • A supportive and friendly workplace culture, where your contributions are valued and your professional growth is encouraged

Next Steps

If you are passionate about delivering excellent customer service and have a keen interest in financial services technology, we would love to hear from you. Apply today with your CV and a short cover letter outlining your suitability for the role.

Financial Advice Software Support Specialist

  • Australia, Remote
  • Full-time Permanent Resident

Apply today with your resume and a short cover letter outlining your suitability for the role.

Apply Now

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