Senior Paraplanner & Mentor – SOA/ROA Expert (Offshore)

Granada Wealth Advisory; Lapu-Lapu; À distance; PHP 446 000 - 893 000; 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 SOAs/ROAs for clients across Australia. You will model strategies across superannuation, retirement income, Centrelink, tax, and estate planning, using AdviserLogic and Excel, while mentoring junior paraplanners and ensuring regulatory compliance.

This role provides exposure to cross-border financial planning and a collaborative,

Qualifications

• Senior Paraplanner with offshore experience preferred.
• Experience supporting Australian advisers.
• Strong knowledge of superannuation, retirement, Centrelink, tax and estate planning.

Responsabilités

• Prepare SOAs/ROAs for clients across Australia.
• Handle complex cases and mentor junior paraplanners.
• Model strategies across superannuation, retirement income, Centrelink, tax and estate planning using AdviserLogic and Excel.

Connaissances

Paraplanning

Mentoring

Australian regs

Outils

AdviserLogic

Excel

Description 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 SOAs/ROAs for clients across Australia. You will model strategies across superannuation, retirement income, Centrelink, tax, and estate planning, using AdviserLogic and Excel, while mentoring junior paraplanners and ensuring regulatory compliance.

This role provides exposure to cross-border financial planning and a collaborative,