Senior Paraplanner Remote PH For Australian Advice

Granada Wealth Advisory; Lapu-Lapu; Remote; PHP 600,000 - 800,000; Full time

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

Job Description:

Granada Wealth Advisory in the Philippines is seeking an experienced Senior Paraplanner to join our offshore team.

You will work 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.