General InformationTeam:
BaseOS
Close date:
Tuesday, 29 April 2025
Working pattern:
Full time
Contract Type:
Fixed / Maximum Term (Fixed Term)
Location:
Sydney
Department:
20 - 20 Midwinter
Description & Requirements:
At Midwinter, we know there’s a human interaction behind every quality advice experience. That’s why we’re focused on supporting our clients with software that simplifies how they deliver advice. From managing compliance to scaling practices, our software supports everyday tasks so clients can focus on providing great advice and growing their business.
Midwinter’s digital advice framework seamlessly interacts with our flagship AdviceOS platform, enabling advisers to deliver quality advice at a lower cost and greater scale, and providing a new way for advisers to engage with their clients.
About The Role
Based in our Sydney office on a 6 month maximum term maternity leave contract, the Template Analyst will be involved in working with the clients to prepare, customise, and maintain high quality financial advice template documents.
What You’ll Do
- High quality Word template development and coding, and maintenance to meet requirements.
- Execute testing of all template changes.
- Work on technical problems, tasks and features in collaboration with developers.
- Respond to issues, provide technical assistance and support to clients and update the defect tracker.
- Rebranding of documents and ensuring that any changes to Midwinter documents are communicated to the clients, while updating templates and providing support to the clients.
- Undertake troubleshooting, debug code to identify and rectify template defects and application issues.
- Work closely with the internal stakeholders to coordinate work for clients.
- Suggest and recommend changes to technical standards.
Unleash your potential
To be successful in this role, your background and experience will include:
- Understanding of the Financial Planning industry
- Advanced knowledge of Microsoft Word
- Excellent communication, interpersonal and written skills to solve problems and enjoy going that extra mile to find a solution
- You demonstrate a ‘team player’ mentality with the willingness to learn
- Strong attention to detail, analytical and capable of delivering with a high level of accuracy
- Pursuing or completed RG146 qualification or equivalent education
Working at Midwinter
Our people are the heart of our business. We work hard to provide a rich employee experience and a robust framework for ongoing career development.
- Competitive salary and employee benefits scheme
- 2 paid volunteering days and a range of community based initiatives to get involved in
- Flexible Hybrid workplace as we value work-life balance
- A friendly, social and supportive global team that thrives on delivery & embraces diversity
- Generous reward and recognition programs
So, what’s next?
We make hiring decisions based on your experience, skills and passion so even if you don’t match every listed skill or tick all the boxes, we’d still love to hear from you.
Please note that interviews are primarily conducted virtually and if you require any reasonable adjustments or would like to note which pronouns you use, please let us know.
All final applicants for this position will be asked to consent to a criminal record and background check. Please note that people with criminal records are not automatically barred from applying for this position. Each application will be considered on its merits.