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 transparent 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
Robust 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.

📌 Senior Paraplanner Fintech Sydney
🏢 Transfigr
📍 Sydney