Senior Paraplanner - Offshore Lead, Mentoring & Compliance

Granada Wealth Advisory; Lapu-Lapu; À distance; PHP 900 000 - 1 200 000; Plein temps

Résumé du poste

Granada Wealth Advisory in the Philippines is seeking an experienced Senior Paraplanner to join our offshore team. You will work directly with Australian advisers to prepare compliant, high-quality advice for clients across Australia and handle complex cases independently.

You will mentor junior paraplanners, review their work, and ensure all documentation meets regulatory standards and privacy requirements while coordinating across time zones and Australian business hours.

Qualifications

• Senior Paraplanner with experience in Australia-related financial advice.
• Ability to mentor junior paraplanners and review their work.
• Strong focus on regulatory standards and privacy requirements.

Responsabilités

• Mentor junior paraplanners and review their work.
• Prepare compliant, high-quality advice documentation for clients across Australia.
• Coordinate across time zones and align with Australian business hours.

Connaissances

Paraplanning

Mentoring

Regulatory compliance

Privacy standards

Description du poste

Granada Wealth Advisory is seeking an experienced Senior Paraplanner in the Philippines to join our offshore team. You will work directly with Australian advisers to prepare compliant, high‑quality advice for clients across Australia and handle complex cases independently.

You will mentor junior paraplanners, review their work, and ensure all documentation meets regulatory standards and privacy requirements while coordinating across time zones and keeping to Australian business hours.