Senior Paraplanner Offshore - SOAs And Complex Case Support

Granada Wealth Advisory; Lapu-Lapu; Remoto; PHP 600.000 - 900.000; Tempo pieno

Descrizione del lavoro

Granada Wealth Advisory in the Philippines seeks a 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.

Competenze

• Experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs).
• Ability to model financial strategies for superannuation, retirement income, Centrelink, tax and estate planning.
• Experience with AdviserLogic and Excel for financial planning.
• Familiarity with Australian regulatory requirements for advisers.

Mansioni

• Prepare SOAs and ROAs for clients across Australia.
• Mentor junior paraplanners on complex cases.
• Model strategies across superannuation, retirement income, Centrelink, tax and estate planning.
• Ensure compliance with Australian regulations.

Conoscenze

SOA preparation

ROA preparation

Australian regulatory compliance

Mentoring juniors

Excel modelling

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: