Search by job, company or skills

Senior Paraplanner Offshore (Australia-Focused, SOA/ROA)

Senior Paraplanner Offshore (Australia-Focused, SOA/ROA)

granada wealth advisory
  • Posted 4 days ago
  • Be among the first 10 applicants

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.

More Info

Job Type:
Industry:
Employment Type:

Key Skills

Centrelink

AdviserLogic

retirement income