Financial Strategy Specialist

Emapta Global; Cebu City; Ibrido; PHP 812.000 - 973.000; Tempo pieno

Vantaggi offerti da questo lavoro

HMO coverage

Salary advance program

Upskilling via Emapta Academy

Office gym access

Lifestyle perks

Referral incentives

20 annual leaves

Custom laptop

Descrizione del lavoro

Emapta is seeking a Financial Strategy Specialist to leverage AU financial planning expertise and Xplan proficiency in a hybrid Cebu role. You will ensure regulatory alignment, develop high-quality documentation, and collaborate with global teams to maintain service excellence.

Join a dynamic environment offering learning opportunities through Emapta Academy, career growth, and comprehensive benefits while supporting a modern, compliant financial workflow.

Competenze

• At least 3 years of relevant experience in Australian financial planning support, advisory documentation, or regulatory compliance.
• Hands-on proficiency in Xplan and familiarity with relevant professional applications.
• Solid understanding of Australian regulatory standards, financial products, and compliance practices.

Mansioni

• Prepare accurate, high-quality documentation aligned with established standards and compliance requirements.
• Coordinate with stakeholders to address requirements and ensure timely completion of deliverables.
• Review information for accuracy, consistency, and regulatory alignment.
• Support process enhancements to improve workflow efficiency and service quality.
• Create learning materials and conduct training sessions to strengthen team capabilities.
• Stay updated on relevant regulations, professional practices, and technical developments.

Conoscenze

AU financial planning

Xplan proficiency

Regulatory compliance

Strumenti

Xplan

Descrizione del lavoro

Transform Complex Information into Clarity, Confidence, and Professional Excellence

Your expertise can create opportunities far beyond everyday responsibilities. Thrive as a Financial Strategy Specialist, bringing analytical insight, technical proficiency, and compliance awareness to work that demands accuracy and professional judgment. At Emapta, develop a distinguished long-term global career through international collaboration, specialized learning, supportive teams, attractive benefits, and the Top 1% experience for Top 1% talent.

• Employment Type: Full-time
• Work Setup: Hybrid, Cebu
• Salary: Up to PHP 80,000 (based on qualifications and relevant experience)

The Qualifications We Seek

• At least 3 years of relevant experience in Australian financial planning support, advisory documentation, or regulatory compliance
• Hands-on proficiency in Xplan and familiarity with relevant professional applications
• Solid understanding of Australian regulatory standards, financial products, and compliance practices

Your Daily Tasks

• Prepare accurate, high-quality documentation aligned with established standards and compliance requirements.
• Coordinate with stakeholders to address requirements and ensure timely completion of deliverables.
• Review information for accuracy, consistency, and regulatory alignment.
• Support process enhancements to improve workflow efficiency and service quality.
• Create learning materials and conduct training sessions to strengthen team capabilities.
• Stay updated on relevant regulations, professional practices, and technical developments.
• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Day Shift Schedule
• Prime office location in Cebu (Conveniently accessible by PUVs, with nearby restaurants and banks)
• Fully customized Emapta laptop with peripherals
• 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
• 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 at 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.

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.