Senior Paraplanner — Offshore Support for Australian Advisers

Granada Wealth Advisory; Lapu-Lapu; Remoto; PHP 1.513.000 - 2.522.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• Prepare SOAs and ROAs for Australian clients.
• Mentor junior paraplanners and review work for accuracy.
• Model strategies across superannuation, retirement income, Centrelink, tax and estate planning.

Mansioni

• 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 using AdviserLogic and Excel.

Conoscenze

Senior Paraplanner

Offshore team collaboration

Strumenti

AdviserLogic

Excel

Descrizione del lavoro

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.