Senior Paraplanner & Mentor - Offshore SOA/ROA Expert

Granada Wealth Advisory; Lapu-Lapu; Remoto; PHP 550.000 - 850.000; Tempo pieno

Descrizione del lavoro

Granada Wealth Advisory in the Philippines is seeking an experienced Senior Paraplanner to join our offshore team, working with Australian advisers to prepare SOAs/ROAs for clients across Australia, handling complex cases and mentoring junior paraplanners.

You will model strategies across superannuation, retirement income, Centrelink, tax, and estate planning, using AdviserLogic and Excel, while ensuring compliance with Australian regulations.

Competenze

• Experience as a paraplanner for Australian advisers.
• Ability to model retirement/investment strategies (superannuation, Centrelink, tax, estate planning).
• Experience mentoring junior paraplanners.
• Proficiency with AdviserLogic and Excel.

Mansioni

• Prepare SOAs/ROAs for clients across Australia.
• Mentor junior paraplanners on complex cases.
• Model strategies across superannuation, retirement income, Centrelink, tax and estate planning.
• Utilize AdviserLogic and Excel to produce compliant reports.
• Ensure compliance with Australian regulations.

Conoscenze

Senior Paraplanner

Paraplanning

Mentoring

Regulatory compliance

Strumenti

AdviserLogic

Excel

Descrizione del lavoro

Granada Wealth Advisory in the Philippines is seeking an experienced Senior Paraplanner to join our offshore team, working with Australian advisers to prepare SOAs/ROAs for clients across Australia, handling complex cases and mentoring junior paraplanners.

You will model strategies across superannuation, retirement income, Centrelink, tax, and estate planning, using AdviserLogic and Excel, while ensuring compliance with Australian regulations.