Financial Planning Assistant | Hybrid | Day 1 HMO | Weekends Off

Emapta; Philippines; Hybrid; PHP 335,000 - 502,000; Full time

Benefits offered by this job

Day 1 HMO coverage with free dependent

Competitive salary package

Day shift schedule

Fixed weekends off

Hybrid work arrangement

Salary advance program

Job summary

Emapta Philippines is seeking a Financial Planning Assistant to support Australian wealth advisers in Makati. You will handle planning administration, client records, and documentation, leveraging XPLAN and strong English communication.

The position offers hybrid work, day shift, and a pathway to develop expertise within a globally connected team. The role emphasizes accuracy, organization, and timely follow-up, coordinating with external providers and maintaining client data.

Qualifications

• At least 2 years of hands-on financial planning experience.
• Australian financial planning experience is preferred.
• Experience with financial planning administration, adviser support, client records, documentation, or related processes.
• Hands-on XPLAN experience is preferred.
• Effective written and verbal English communication skills.

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 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

Financial planning

Client communication

Attention to detail

Organizational skills

English communication

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
• Shift: Day Shift, Weekends Off
• 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

Exciting Perks Await!

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Day Shift schedule
• Fixed weekends off
• De Minimis Benefit: PHP 2,500
• Hybrid work arrangement
• 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)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• 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.