Senior Paraplanner Offshore Australia-Focused SOA ROA

Granada Wealth Advisory

Lapu-Lapu

Remote

PHP 600,000 - 900,000

Full time

4 days ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

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

Qualifications

Senior paraplanner with offshore experience.
Experience preparing SOAs and ROAs.
Proficient in AdviserLogic and Excel.
Ability to mentor junior paraplanners.

Responsibilities

Prepare SOAs and ROAs for Australian clients.
Handle complex cases across retirement planning, Centrelink, tax and estate planning.
Mentor junior paraplanners on best practices.
Ensure compliance with Australian regulations.

Skills

Senior Paraplanner

SOA prep

ROA prep

Mentoring

Financial modelling

Tools

AdviserLogic

Excel

Job description

Job Description:

Granada Wealth Advisory in the Philippines seeks an experienced Senior Paraplanner to join our offshore team supporting Australian advisers. You will prepare SOAs and ROAs for clients across Australia, handle complex cases and mentor 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.

Requirements:

Get your free, confidential resume review.

or drag and drop your file here.