Senior Paraplanner Offshore (Australia-Focused, SOA/ROA)
Senior Paraplanner Offshore (Australia-Focused, SOA/ROA)
granada wealth advisory- Posted 4 days ago
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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.
You will model strategies across superannuation, retirement income, Centrelink, tax and estate planning using AdviserLogic and Excel, while ensuring compliance with Australian regulations.
