Financial Planning Assistant | Hybrid | Makati | Day Shift | Weekends Off

Emapta; Makati; Hybrid; PHP 391,000 - 670,000; Full time

Benefits offered by this job

HMO coverage Day 1 for dependents

Competitive salary package

PHP 2,500 monthly de minimis allowance

Day shift schedule

Hybrid work arrangement

Prime Makati office location

Salary advance program

Gym access 24/7 (Ortigas & Makati)

Emapta Lifestyle perks

Employee referral incentives

Government and Emapta benefits

20 annual leaves

Engagement activities

Mentorship and global exposure

Career growth opportunities

Diverse and supportive work env't

Job summary

Emapta Philippines is seeking a Financial Planning Assistant to support Australian wealth management clients from Makati. You will handle client services and admin tasks, follow up on actions, maintain records in XPLAN, and prepare documents and Excel templates.

This role offers a hybrid setup, day shift, and pathways to global opportunities with continuous learning and mentorship. Ideal candidates have 2+ years in client services, strong attention to detail, and experience with Australian

Qualifications

• More than 2 years of experience in client services and administrative support.
• Experience in handling inbound and/or outbound calls in a professional environment; no sales or cold calling required.
• Previous experience with an Australian-based organization or financial services provider is preferred but not required.
• Strong attention to detail and a high level of accuracy in administrative tasks and client records.

Responsibilities

• Follow up on outstanding action items and provide timely status updates.
• Contact external service providers to obtain required information and documentation.
• Conduct online research to support business and client requirements.
• Create, organize, and maintain client files using XPLAN financial planning software.
• Perform accurate data entry and maintain complete, up-to-date client records.
• Prepare client documents, forms, and Excel templates with accuracy and consistency.
• Provide general administrative support and complete ad hoc tasks as required.

Skills

Client services

Administrative support

Inbound/outbound calls

Attention to detail

Australian financial services

Job description

Strengthen Australian Wealth Management Services And Grow Your Global Career

Our client is an Australian financial advisory group specializing in comprehensive financial planning, wealth management, and personalized financial solutions. They bring together experienced financial advisers, lending specialists, and accountants to help individuals and families achieve financial security. Their expertise spans investment strategies, superannuation, retirement planning, insurance, property lending, estate planning, and taxation. Through collaborative expertise and a client-centered approach, they deliver tailored financial guidance that protects assets, supports informed decisions, and helps Australians confidently pursue their long-term financial goals and aspirations.

About the Role

Make your attention to detail pay dividends in Australian financial services. As a Financial Planning Assistant, contribute to seamless advisory experiences that strengthen client relationships and support informed wealth decisions. Through Emapta, gain international financial services exposure, deepen your financial planning and wealth management expertise, and access continuous learning and long-term global career opportunities alongside exceptional top 1% talent.

Job Overview

• Employment type: Full-time
• Shift: Day Shift | Weekends Off
• Work setup: Hybrid | PNB Building, Makati

Exciting Perks Await!

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Monthly de minimis allowance of PHP 2,500
• Day Shift Schedule
• Hybrid work arrangement
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
• Fixed weekends offSalary 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

The Qualifications We Seek

• More than 2 years of experience in client services and administrative support.
• Experience in handling inbound and/or outbound calls in a professional environment; no sales or cold calling required.
• Previous experience with an Australian-based organization or financial services provider is preferred but not required.
• Strong attention to detail and a high level of accuracy in administrative tasks and client records.

Your Daily Tasks

• Follow up on outstanding action items and provide timely status updates.
• Contact external service providers to obtain required information and documentation.
• Conduct online research to support business and client requirements.
• Create, organize, and maintain client files using XPLAN financial planning software.
• Perform accurate data entry and maintain complete, up-to-date client records.
• Prepare client documents, forms, and Excel templates with accuracy and consistency.
• Provide general administrative support and complete ad hoc tasks as required.

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 2026 for the fifth year in a row 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.

Step into a career that moves with you. Apply today!