At a Glance
- Tasks: Model complex financial strategies and design advice documents for advisers.
- Company: Join Transfigr, a fintech innovating personal finance management.
- Benefits: Enjoy hybrid work, competitive salary, and a chance to shape the future of finance.
- Other info: Opportunity for career growth in a dynamic, tech-driven environment.
- Why this job: Make a real impact in fintech while working with a small, expert team.
- Qualifications: 10+ years in paraplanning with strong technical knowledge and analytical skills.
The predicted salary is between 90000 - 110000 $ per year.
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.
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.
Senior Paraplanner in Sydney employer: Transfigr
Transfigr is an exceptional employer located in the vibrant city of Sydney, offering a dynamic work culture that fosters innovation and collaboration. As a Senior Paraplanner, you will have the opportunity to work with a small, expert team in a hybrid environment, allowing for flexibility while contributing to meaningful financial strategies. The company prioritises employee growth through continuous learning and development, making it an ideal place for those looking to advance their careers in fintech.
