Remote Senior Paraplanner For Australian Advisers

Granada Wealth Advisory; Lapu-Lapu; À distance; PHP 400 000 - 800 000; Plein temps

Résumé du poste

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

You will mentor junior paraplanners, review work, ensure documentation meets regulatory and privacy standards, and coordinate across time zones and Australian business hours.

Qualifications

• Senior paraplanner with offshore experience.
• Mentor junior paraplanners and review their work.
• Ensure documentation meets regulatory and privacy standards.
• Coordinate across time zones and Australian hours.

Responsabilités

• Prepare compliant, high-quality advice for clients across Australia.
• Mentor junior paraplanners and review their work.
• Ensure documentation meets regulatory standards and privacy requirements.
• Coordinate across time zones and Australian business hours.

Connaissances

Mentoring

Regulatory compliance

Privacy standards

Cross-time-zone coordination

Communication with advisers

Description du poste

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.