Financial Planning Assistant

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

Financial Planning Expertise Supporting Australia's Wealth Ambitions

Our client is a leading Australian financial services provider known for delivering tailored wealth strategies and high-quality advice. Its capabilities span financial planning, investments, superannuation, retirement, lending, insurance, and broader wealth management. With a strong focus on trusted relationships, independence, and long-term financial outcomes, the business helps clients make confident decisions while creating a professional environment where financial planning talent can deepen expertise and contribute to meaningful client success.

Job Description

Behind every well-executed financial strategy is someone ensuring the details are right. As a Financial Planning Assistant, your hands-on Australian financial planning experience will help advisers stay organized, informed, and ready to support clients pursuing stronger financial futures. Bring expertise in financial planning administration, documentation, provider coordination, and preferably Xplan. With award-winning Emapta, turn specialized experience into a long-term international career offering hybrid flexibility, global exposure, continuous learning, stability, and an employee experience created for Top 1% talent.

Job Overview

• Employment Type: Full Time
• Work Setup: Hybrid, Makati

The Qualifications We Seek

• At least 2 years of hands-on financial planning experience in adviser support, financial planning administration, client services, or a related function
• Australian financial planning experience is preferred
• Practical experience with financial planning administration, adviser support, client records, documentation, or related financial planning processes
• Hands-on Xplan experience is preferred
• Experience communicating with clients, financial advisers, external providers, or other stakeholders within a professional financial planning environment
• Experience handling inbound and/or outbound professional calls; no sales or cold calling required
• Strong attention to detail and commitment to maintaining accurate client and financial information
• Strong organizational and follow-up skills, with the ability to manage multiple requests and outstanding actions
• Effective written and verbal English communication skills

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
• 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

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

At Emapta Philippines, careers are built with intention. Work with global clients, gain exposure to world-class standards, and grow in an environment designed for long-term success. Recognized as one of HR Asia's Best Companies to Work For in Asia 2025 and winner of Inspiring Workplaces Australasia 2026, Emapta stands among the region's most respected employers, committed to empowering talent through stability, opportunity, and continuous development.