Financial Planning Software Specialist

About PlutosoftPlutosoft 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 OpportunityWe 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 ResponsibilitiesRespond promptly to incoming support queries via phone and ticketing systemAccurately diagnose and resolve client issues across various modules of the Plutosoft platformEscalate complex issues to appropriate internal teams when requiredUse and contribute to internal knowledge base articlesMaintain high standards of customer service in all interactionsDocument resolutions and contribute to continuous improvement in support processesIdentify recurring issues or client feedback that may inform product enhancements About YouYou’ll thrive in this role if you bring:Client-centric mindset – a passion for helping others and delivering positive experiencesStrong communication skills – articulate, empathetic, and clear in both written and verbal interactionsIndustry 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 functionalityProblem-solving ability – able to analyse a situation and find effective solutions under time pressureTeam player – collaborative, reliable, and willing to share knowledge with peersAdaptability – comfortable working in a fast-paced and evolving environmentJudgment – capable of assessing when to escalate sensitive or complex client issues Desirable Qualifications & ExperiencePermanent residentExperience using Xplan, Midwinter, AdviserLogic, Intelliflo, or other financial planning software will be highly regarded.Tertiary qualifications in finance, information systems, or a related fieldKnowledge of financial modelling, tax, Centrelink rules, or investment platformsExperience working with data feed providers and portfolio systemsExposure to CRM or financial planning software platforms What We OfferBe part of a leading Financial Planning SaaS company making a tangible impact on the advice industry in AustraliaJoin a collaborative, innovative, and structured team environment that values continuous improvement and shared successFlexible working arrangements: Perth-based employees work primarily from the West Leederville office with WFH days. Candidates based outside Western Australia work remotely.Convenient location in West Leederville with a short walk from 3 train stationsOngoing learning and development support, including training, shadowing, and career progression pathwaysA supportive and friendly workplace culture, where your contributions are valued and your professional growth is encouraged Next StepsIf 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 resume and a short cover letter outlining your suitability for the role.