Senior Paraplanner Offshore For Australian Advisers

Granada Wealth Advisory

Lapu-Lapu

Remoto

PHP 1.513.000 - 2.522.000

Tempo pieno

2 giorni fa

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Il tuo curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

Supera i filtri ATS

Descrizione del lavoro

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

Competenze

Prepare SOAs and ROAs for Australian clients.
Mentor junior paraplanners and review work for accuracy.
Model strategies across superannuation, retirement income, Centrelink, tax and estate planning.

Mansioni

Prepare SOAs and 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.

Conoscenze

Senior Paraplanner

Offshore team collaboration

Strumenti

AdviserLogic

Excel

Descrizione del lavoro

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:

Ottieni la revisione del curriculum gratis e riservata.

o trascina qui il file.