Template Analyst

at  Bravura

We are looking for a versatile individual, enthusiastic about technology and driven by enhancements and diligent communication. Based in our Sydney office, reporting to the Product Manager you will be creating quality advice documentation and working with key enterprise clients on major projects as well as other clients in developing and maintaining advice document templates. In conjunction with supporting the initiatives for key institutional clients, your responsibilities will include but not limited to the following:

• Perform document customisation as per Midwinter requirements, including 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
• Perform day to day tasks such as updating templates with texts or legislations, designs, tables, or graphs
• Select and maintain advice documents on behalf of the clients
• Support clients as we launch a new service, where users wanting to subscribe would require diligent job communication and change implementation
• Work on various types of documents such as fact finds, general financial planning templates, generating reports & providing client advice
• Work closely with the internal stakeholders ensuring that Midwinter’s clients are getting the most out of Midwinter’s products
• Progress initiatives within the business and work with the Client Services team to assist with the financial planning documentation