Hybrid Financial Planning Assistant XPLAN Expert

Hammerjack Pty Ltd; Philippines; Hybrid; PHP 446,000 - 670,000; Full time

Benefits offered by this job

Day 1 HMO coverage

Competitive salary

Hybrid work arrangement

Salary advance program

Upskilling via Emapta Academy

Modern Makati office

Job summary

Emapta Philippines is seeking a Financial Planning Assistant to support Australian financial planning teams. You will help advisers stay organized, maintain client records, and handle documentation with XPLAN.

The role offers hybrid work in Makati, day shifts, and a salary package with generous benefits, including Day 1 HMO and ongoing upskilling opportunities. The ideal candidate has at least 2 years in financial planning administration, strong English communication, and a detail-oriented

Qualifications

• At least 2 years of hands-on financial planning experience in adviser support or related roles.
• Australian financial planning experience is preferred.
• Experience with financial planning administration, records, and documentation.
• Hands-on XPLAN experience is preferred.
• Strong communication with clients, advisers, and external providers; no sales or cold calling.
• Attention to detail and ability to manage multiple client records accurately.
• Excellent written and verbal English communication.

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 system.
• 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 experience

Client communication

XPLAN experience

Adviser support

Tools

XPLAN

Job description

Emapta Philippines is seeking a Financial Planning Assistant to support Australian financial planning teams. You will help advisers stay organized, maintain client records, and handle documentation with XPLAN.

The role offers hybrid work in Makati, day shifts, and a salary package with generous benefits, including Day 1 HMO and ongoing upskilling opportunities. The ideal candidate has at least 2 years in financial planning administration, strong English communication, and a detail-oriented