Senior Paraplanner - Fintech

Transfigr; Sydney; On-site; AUD 120,000 - 175,000; Full time

Benefits offered by this job

Hybrid working in Sydney

Job summary

Transfigr in Sydney is seeking a Senior Paraplanner to be the technical backbone of our advice and product. You will model complex strategies across super, retirement, tax, investment and estate planning, translating strategy into rules for developers.

Expect to test projections, refine scenarios, and sign off before release while shaping digital journeys. Hybrid working in Sydney with a small expert team.

Qualifications

• 10+ years in paraplanning or technical advice support with senior-level experience.
• Strong knowledge across super, retirement income, tax, investment, insurance and Centrelink.
• Sharp analytical and Excel modelling skills; check numbers from first principles.
• Structured problem solving with high attention to detail.
• Experience with Xplan, Midwinter, AdviserLogic or similar.

Responsibilities

• Model complex strategies and design SoAs and RoAs for advisers across multiple areas.
• Turn advice strategy and legislation into clear rules and calculations for developers.
• Test projections, scenarios and calculators; sign off before release.
• Shape digital advice journeys and decide where a member should hand over to a human adviser.
• Keep the platform current with legislative change, indexation and ASIC guidance.

Skills

Paraplanning experience

Senior-level experience

Analytical skills

Excel modelling

Xplan

Midwinter

AdviserLogic

Data analysis

Attention to detail

Education

Diploma of Financial Planning

Degree or adviser-standard progress

Tools

Xplan

Midwinter

AdviserLogic

Job description

Transfigr is building the financial life model: a personal finance platform that brings budgets, super, investments, insurance, tax and estate planning into one living plan. We are looking for a Senior Paraplanner to be the technical backbone of our advice and product.

Key responsibilities

• Model complex strategies and design SoAs and RoAs for advisers across super, retirement, investment, tax, insurance and estate planning
• Turn advice strategy and legislation into clear rules and calculations developers can build
• Test projections, scenarios and calculators, reconcile them to your own models and sign off before release
• Shape digital advice journeys and decide where a member should hand over to a human adviser
• Keep the platform current with legislative change, indexation and ASIC guidance

About you

• 10+ years in paraplanning or technical advice support, with senior-level experience on complex advice
• Strong technical knowledge across super, retirement income, tax, investment, insurance and Centrelink
• Sharp analytical and Excel modelling skills, and the habit of checking every number from first principles
• Structured problem solving and a real eye for detail
• Experience with Xplan, Midwinter, AdviserLogic or similar
• Diploma of Financial Planning or equivalent; a degree or progress towards the qualified adviser standard is a plus
• Bonus points for fintech, digital advice, business analysis or product experience

About us

Transfigr is building the financial life model: a personal finance platform that brings budgets, super, investments, insurance, tax and estate planning into one living plan. Work across advice and technology, with real influence on what we build. Hybrid working in Sydney with a small, expert team.