Offshore Senior Paraplanner — Mentoring And Compliance Lead

Granada Wealth Advisory; Lapu-Lapu; Remote; PHP 469.000 - 692.000; Vollzeit

Zusammenfassung

Granada Wealth Advisory in the Philippines is seeking an experienced 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 Australian business hours.

Qualifikationen

• Experienced Senior Paraplanner with a track record in financial services.
• Ability to mentor junior paraplanners and review work.
• Strong focus on regulatory compliance and privacy standards.

Aufgaben

• Prepare compliant, high-quality advice for clients across Australia.
• Coordinate with Australian advisers across time zones and hours.
• Mentor junior paraplanners and review documentation for accuracy.

Kenntnisse

Senior Paraplanner

Mentoring

Regulatory compliance

Jobbeschreibung

Job Description:

Granada Wealth Advisory in the Philippines is seeking an experienced 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 Australian business hours.