Senior Paraplanner Remote Offshore Australia Team

Granada Wealth Advisory; Lapu-Lapu; Remote; PHP 893,000 - 1,786,000; Full time

Job summary

Granada Wealth Advisory in the Philippines seeks a 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 keeping to Australian business hours.

Qualifications

• Senior Paraplanner with offshore-team experience.
• Ability to mentor junior paraplanners and review their work.
• Experience ensuring regulatory compliance and privacy of documentation.
• Ability to coordinate across time zones and align with Australian business hours.

Responsibilities

• Prepare compliant, high-quality financial advice documentation for Australian clients.
• Mentor and review work of junior paraplanners.
• Coordinate across time zones to meet regulatory and privacy standards.

Job description

Job Description:

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.