Senior Paraplanner (Remote, PH) for Australian Advice
Senior Paraplanner (Remote, PH) for Australian Advice
granada wealth advisory- Posted 12 days ago
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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.
You will model strategies across superannuation, retirement income, Centrelink, tax, and estate planning, using AdviserLogic and Excel, while ensuring compliance with Australian regulations.

