Senior Paraplanner - Fintech Digital Advice

Transfigr; Sydney; Sur place; AUD 120 000 - 175 000; Plein temps

Avantages offerts par ce poste

Hybrid working in Sydney

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Paraplanning experience

Senior-level experience

Analytical skills

Excel modelling

Xplan

Midwinter

AdviserLogic

Data analysis

Attention to detail

Formation

Diploma of Financial Planning

Degree or adviser-standard progress

Outils

Xplan

Midwinter

AdviserLogic

Description du poste

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.