Senior Paraplanner - Fintech

About the role

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.