Senior Paraplanner (Offshore) for Australian Clients

Granada Wealth Advisory; Cebu City; Remote; PHP 900,000 - 1,300,000; Full time

Job summary

Granada Wealth Advisory in the Philippines seeks an experienced Senior Paraplanner to join our offshore team, working with Australian advisers to prepare compliant, high-quality advice for clients across Australia.

You will handle complex cases independently, mentor junior paraplanners, and ensure all documentation meets regulatory privacy standards while coordinating across time zones and Australian business hours.

Qualifications

• Senior Paraplanner with offshore experience.
• Experience preparing compliant, high-quality financial advice.

Responsibilities

• Prepare compliant, high-quality advice for clients across Australia.
• Handle complex cases independently.
• Mentor and review junior paraplanners.
• Coordinate across time zones and Australian business hours.

Job description

Granada Wealth Advisory in the Philippines seeks an experienced Senior Paraplanner to join our offshore team, working with Australian advisers to prepare compliant, high-quality advice for clients across Australia.

You will handle complex cases independently, mentor junior paraplanners, and ensure all documentation meets regulatory privacy standards while coordinating across time zones and Australian business hours.