Financial Planning Assistant

Emapta Global; Makati; On-site; PHP 446,400 - 669,600; Full time

Benefits offered by this job

HMO coverage Day 1

Free dependent HMO

Prime Makati location

Office gym access

Employee referral incentives

Job summary

Emapta Philippines is seeking an AU Paraplanning Admin to support financial professionals in delivering tailored wealth management solutions. You will organize client information, coordinate admin processes, and ensure smooth day-to-day operations.

Join a top 1% talent environment with international exposure, ongoing upskilling, and a strong support system. Day 1 HMO coverage, prime Makati location, and extensive benefits are provided.

Qualifications

• At least 2 years of client services and administrative support experience.
• Inbound and outbound calls handled professionally (no sales).
• Experience with an Australian-based company is preferred but not required.
• Strong attention to detail and high accuracy expected.

Responsibilities

• Follow up on action items and provide timely status updates.
• Contact external providers to gather required information.
• Conduct online research to support business requirements.
• Set up and maintain client files in XPLAN.
• Perform accurate data entry and maintain client records.
• Prepare client documents, forms, and templates in Excel.
• Provide general administrative support and handle ad hoc tasks.

Skills

Client services

Administrative support

Phone handling

Attention to detail

XPLAN knowledge

Tools

XPLAN

Job description

Build Your Career in Australia's Financial Planning and Wealth Management Industry

Our client is a distinguished Australian financial services firm delivering premium wealth management solutions and exceptional client experiences. Built on a foundation of independence, integrity, and personalized advice, they help individuals, families, and businesses build, protect, and grow their wealth through tailored financial strategies. Their integrated expertise across financial planning, investments, lending, retirement, and wealth protection enables clients to achieve lasting financial confidence through innovative solutions, trusted partnerships, and an unwavering commitment to service excellence.

Job Description

Help create exceptional client experiences while supporting financial professionals who empower individuals to build and protect their wealth. As an AU Paraplanning Admin, you will keep client information organized, coordinate essential administrative processes, and ensure smooth day-to-day operations that support informed financial decisions. Through Emapta, you'll enjoy international exposure, continuous learning, long-term career stability, and a top 1% employee experience designed for exceptional talent.

Job Overview

• Employment Type: Full Time
• Work Setup: Onsite, Makati
• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit: https://emapta.com/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)
• Mentorship and exposure to global leaders and teams
• Diverse and supportive work environment

The Qualifications We Seek

• At least 2 years of experience in client services and administrative support
• Experience handling inbound and/or outbound phone calls in a professional environment (no sales or cold calling required)
• Experience working with an Australian-based company or financial services organization is preferred but not required
• Strong attention to detail with a high level of accuracy

Your Daily Tasks

• Follow up on action items and provide timely status updates
• Contact external providers to gather required information
• Conduct online research to support business requirements
• Set up and maintain client files in the XPLAN financial planning software
• Perform accurate data entry and maintain client records
• Prepare client documents, forms, and Excel templates
• Provide general administrative support and complete ad hoc tasks

Join the Top 1% Talent. A better career. A better life.

Welcome to Emapta Philippines: home to professionals who choose growth, balance, and impact. Recognized as one of HR Asia's Best Companies to Work For in Asia 2025 and winner of Inspiring Workplaces Australasia 2026, Emapta offers more than opportunities -- it provides a career environment where people thrive. Collaborate with global teams, build meaningful expertise, and grow in a culture that prioritizes both performance and well-being.