Remote Senior Paraplanner — Compliance & Client Advice

Granada Wealth Advisory; Metro Manila; Remote; PHP 600,000 - 900,000; Full time

Job summary

Granada Wealth Advisory in the Philippines is seeking an experienced Senior Paraplanner to join our offshore team. You will work with Australian advisers to prepare compliant, high-quality financial advice for clients across Australia.

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.

Qualifications

• Senior paraplanner with experience in financial services.
• Experience coordinating across time zones and with offshore teams.

Responsibilities

• Prepare compliant, high-quality financial advice documents.
• Mentor junior paraplanners and review their work.
• Ensure regulatory and privacy compliance across all documentation.

Job description

Granada Wealth Advisory in the Philippines is seeking an experienced Senior Paraplanner to join our offshore team. You will work with Australian advisers to prepare compliant, high-quality financial advice for clients across Australia.

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.