Senior Paraplanner (Remote, PH) for Australian Advice

Granada Wealth Advisory; Lapu-Lapu; Remote; PHP 279,000 - 446,000; Full time

Benefits offered by this job

Bonus potential

Career progression

Annual leave

Job summary

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.

Qualifications

• Bachelor's degree in Accountancy, Finance, Economics, Business Administration (Financial Management), or related field.
• At least 4–5 years of paraplanning experience, with a minimum of 3 years supporting Australian financial advisers.
• Proven experience with complex cases such as SMSFs, trusts, and retirement planning.
• Hands-on experience with AdviserLogic and advanced Excel/Word skills.
• Familiarity with major Australian platforms and insurers; research tools like Morningstar.

Responsibilities

• Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) for Australian clients, clearly written and compliant.
• Review fact-finds and adviser notes; raise questions before drafting.
• Develop and model strategies across superannuation, retirement income, Centrelink, tax, and estate planning.
• Research platforms, funds, and products; document reasons and replacement analysis.
• Run cash flow projections, retirement modelling, and means-testing calculations.
• Mentor junior paraplanners and ensure turnaround times meet standards.

Skills

Written English

Time management

Analytical skills

Attention to detail

Independence

Cross time-zone communication

Education

Bachelor's degree in Accountancy, Finance, Economics, Business Administration (Financial Management), or related field

Tools

AdviserLogic

Excel

Word

Morningstar

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.