Shape Your Career with Purpose in Financial Planning Excellence

Our client is a national leader in financial planning, specializing in wealth creation, superannuation strategies, and tailored retirement solutions. They’ve earned a reputation for delivering holistic financial advice that aligns with their clients' long-term goals. What sets them apart? Their commitment to client-first service, transparent strategies, and a collaborative team culture. With a proven track record of turning financial goals into success stories, they offer employees a rewarding career journey that balances professional growth with a fulfilling lifestyle.

Job Description

Be part of our client’s team as a Financial Planning Assistant, where your primary role is to provide comprehensive administrative and operational support to financial advisors. You’ll prepare essential reports, liaise with financial institutions, and ensure regulatory compliance to contribute to seamless client experiences.

• Prepare reports and documentation for client meetings.
  
• Demonstrate high proficiency in Microsoft Suite, particularly MS Outlook, Word, and Excel.
  
• Manage competing demands and prioritize tasks based on deadlines.
  
• Research and liaise with financial institutions, superannuation funds, and insurance providers (as needed).
  
• Maintain and update client records in financial planning software.
  
• Ensure compliance with regulatory requirements by maintaining accurate and up-to-date records.
  
• Support the creation and maintenance of internal process documentation.
  

Requirements

The Qualifications We Seek

• Bachelor’s degree in Finance, Accounting, or related courses.
  
• At least 2 years of experience in AU paraplanning with a strong understanding of Australian financial regulations
  
• Experience in banking, financial services, or equivalent roles.
  
• Previous experience in the insurance industry.
  
• Proficiency in Xplan financial planning software is essential.
  
• Strong attention to detail.
  
• Ability to work well under pressure and meet deadlines.
  
• Excellent communication and follow-up skills.
  
• Motivated, goal-oriented, and enthusiastic.
  
• Willingness to perform repetitive tasks efficiently.
  
• Willing to work onsite and collaborate in a team environment.
  

Benefits

Exciting Perks Await!

• Sign-on bonus
  
• HMO coverage upon regularization with free dependent
  
• Competitive Salary Package
  
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
  
• Day shift schedule
  
• Fixed weekends off
  
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit https://bit.ly/Emapta Training Calendar)
  
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
  
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
  
• Unlimited opportunities for employee referral incentives across the organization
  
• Standard government and Emapta benefits
  
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
  
• Fun engagement activities for employees
  
• Mentorship and exposure to global leaders and teams
  
• Career growth opportunities
  
• Diverse and supportive work environment
  

Welcome to Emapta Philippines!

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #Emapta Era!