Senior Paraplanner – Offshore (Australia-Focused, SOA/ROA)

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

Job summary

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.

Qualifications

• Experienced Senior Paraplanner with knowledge of Australian financial planning.
• Proficient in AdviserLogic and Excel.
• Ability to mentor juniors and work in an offshore team.

Responsibilities

• Prepare SOAs/ROAs for Australian clients.
• Model strategies across superannuation, retirement income, Centrelink, tax and estate planning.
• Ensure regulatory compliance with Australian regulations.
• Mentor junior paraplanners and support offshore team collaboration.

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.