Australian Financial Planning Assistant - Hybrid & Xplan

Emapta Global; Makati; Hybrid; PHP 670,000 - 1,004,000; Full time

Benefits offered by this job

HMO coverage Day 1

Salary package

Makati office location

Upskilling via Emapta Academy

Gym access

Lifestyle perks

Annual leave 20 days (5 cash convert)

Job summary

Emapta Philippines is seeking a Financial Planning Assistant to support Australian wealth advisers with planning administration, documentation, and provider coordination. You will help keep client files up to date in XPLAN, handle inquiries, and prepare client documents while maintaining meticulous records.

The role offers hybrid work in Makati, exposure to international clients, ongoing learning via Emapta Academy, and a supportive environment designed for Top 1% talent with comprehensive

Qualifications

• At least 2 years of hands-on financial planning experience in adviser support or related function
• Australian financial planning experience is preferred
• Hands-on XPLAN experience is preferred
• Experience communicating with clients and advisers in a professional FP environment
• No sales or cold calling required
• Strong attention to detail and ability to manage multiple requests

Responsibilities

• Follow up on action items and provide timely status updates
• Contact external providers to gather required information
• 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

Skills

Australian FP exp

FP administration

Client comms

Attention to detail

Org skills

Tools

XPLAN

Job description

Emapta Philippines is seeking a Financial Planning Assistant to support Australian wealth advisers with planning administration, documentation, and provider coordination. You will help keep client files up to date in XPLAN, handle inquiries, and prepare client documents while maintaining meticulous records.

The role offers hybrid work in Makati, exposure to international clients, ongoing learning via Emapta Academy, and a supportive environment designed for Top 1% talent with comprehensive