Offshore Senior Paraplanner & Mentor for Australian Advisers

Granada Wealth Advisory; Cebu City; Remote; PHP 800,000 - 1,200,000; Full time

Job summary

Granada Wealth Advisory in the Philippines seeks a Senior Paraplanner to join our offshore team. You will work directly with Australian advisers to prepare compliant, high-quality advice for clients across Australia and handle complex cases independently.

You will mentor junior paraplanners, review their work, and ensure all documentation meets regulatory standards and privacy requirements while coordinating across time zones and keeping to Australian business hours.

Qualifications

• Experience as a paraplanner in financial services.
• Strong understanding of regulatory requirements.
• Excellent written and verbal communication with clients.

Responsibilities

• Prepare compliant, high-quality financial advice documentation for Australian clients.
• Mentor and review work of junior paraplanners.
• Coordinate across time zones and maintain Australian business hours.
• Ensure privacy and regulatory standards are met in all documents.

Skills

Senior Paraplanner

Regulatory compliance

Client communications

Job description

Granada Wealth Advisory in the Philippines seeks a Senior Paraplanner to join our offshore team. You will work directly with Australian advisers to prepare compliant, high-quality advice for clients across Australia and handle complex cases independently.

You will mentor junior paraplanners, review their work, and ensure all documentation meets regulatory standards and privacy requirements while coordinating across time zones and keeping to Australian business hours.