Hybrid Paraplanner: Australian Compliance & Xplan

Emapta; Cebu City; Hybrid; PHP 600,000 - 800,000; Full time

Benefits offered by this job

Day 1 HMO coverage

Hybrid work arrangement

Salary Advance Program

Upskilling via Emapta Academy

Office gym access (Ortigas & Makati)

Job summary

Emapta Philippines seeks a Paraplanner to develop compliant advice documents for Australian Authorised Representatives. You will ensure regulatory accuracy and collaborate with advisers to uphold high-quality advice while meeting tight deadlines.

The role requires 3–5 years in Australian paraplanning, strong Xplan knowledge, and excellent communication. Hybrid Cebu setup, with growth opportunities and robust support from a global team.

Qualifications

• 3–5 years of experience in Australian paraplanning or financial adviser compliance.
• Direct experience working with financial advisers.
• Strong working knowledge of Xplan.
• Current understanding of Australian Financial Services licensees and regulatory requirements.
• Proficiency in Microsoft Office and other relevant applications.
• Excellent written and verbal communication skills.
• Strong time-management skills and commitment to deadlines.
• Ability to work independently with minimal supervision.
• Effective presentation and facilitation skills for training workshops.
• High level of integrity and confidentiality.

Responsibilities

• Develop comprehensive, compliant advice documents and supporting materials for Authorised Representatives.
• Ensure the factual accuracy, legislative compliance, and technical soundness of all documents.
• Collaborate with advisers to uphold advice quality and regulatory integrity.
• Manage advice document requests within required timelines.
• Maintain strong working relationships with Authorised Representatives.
• Train and educate advisers on paraplanning processes.
• Improve processes and standardise workflows.
• Contribute to strategic projects that enhance service delivery.
• Maintain current knowledge of financial planning legislation and strategies.
• Attend industry and technical update sessions.
• Prepare adviser training materials and facilitate workshops.

Skills

Australian paraplanning

Adviser compliance

Experience with advisers

Xplan knowledge

Microsoft Office

Written & verbal communication

Time management

Independent work

Presentation & training

Confidentiality

Education

Relevant tertiary qualifications

Tools

Xplan software

Job description

Emapta Philippines seeks a Paraplanner to develop compliant advice documents for Australian Authorised Representatives. You will ensure regulatory accuracy and collaborate with advisers to uphold high-quality advice while meeting tight deadlines.

The role requires 3–5 years in Australian paraplanning, strong Xplan knowledge, and excellent communication. Hybrid Cebu setup, with growth opportunities and robust support from a global team.