Senior Paraplanner | Offshore SOA/ROA Specialist & Mentor
Granada Wealth Advisory
Get a reply from this employer
Your resume and cover letter, tailored to exactly what they’re hiring for.
Job summary
Granada Wealth Advisory in the Philippines is seeking an experienced Senior Paraplanner to join our offshore team, working with Australian advisers to prepare SOAs/ROAs for clients across Australia, handling complex cases and mentoring 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.
Job description
Granada Wealth Advisory in the Philippines is seeking an experienced Senior Paraplanner to join our offshore team, working with Australian advisers to prepare SOAs/ROAs for clients across Australia, handling complex cases and mentoring 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.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
