Senior Paraplanner (Offshore) - SOAs & Complex Case Support

Granada Wealth Advisory; Lapu-Lapu; Remote; PHP 670,000 - 1,004,000; Full time

Job summary

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.

Qualifications

• Experience preparing SOAs and ROAs for clients.
• Mentor junior paraplanners.
• Model strategies in superannuation and retirement income.
• Proficient with AdviserLogic and Excel.
• Ensure compliance with Australian regulations.

Responsibilities

• 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.
• Maintain compliance with Australian regulations.

Skills

SOA preparation

ROA preparation

Mentoring junior paraplanners

Australian regulations

Financial planning

Tools

AdviserLogic

Excel

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.