Hybrid Paraplanner (Cebu/Makati) - Growth & Perks

Emapta; Makati; Hybrid; PHP 446,000 - 781,000; Full time

Benefits offered by this job

HMO coverage

Sign-On Bonus

Fixed weekends off

Upskilling via Emapta Academy

Gym access

Job summary

Emapta Philippines is seeking a Paraplanner to craft Statements of Advice, run advanced financial modelling for SMSFs, trusts, and company structures, and support advisers with tailored wealth strategies.

You will gain international exposure, enjoy work-life balance, and advance with Emapta's growth opportunities across top-tier wealth teams. Hybrid setup includes Cebu and Makati, with day shifts and weekends off.

Qualifications

• Bachelor's degree in Financial Management or related field.
• 3-5 years paraplanning experience.
• Advanced experience with Xplan preferred.
• Experience in insurance pre-assessment.
• Strong written and verbal communication when engaging with advisers.
• Exposure to adviser strategy discussions advantageous.
• RG 146 accreditation preferred but not required.

Responsibilities

• Prepare concise Statements of Advice and perform financial modelling involving SMSF, trust, and company structures.
• Ensure compliance with applicable legislation and regulations.
• Lead or manage small teams when required.
• Utilize Xplan's full capabilities for financial planning and reporting.
• Communicate clearly and professionally with advisers through written and verbal channels.

Skills

Communication skills

Independence

Attention to detail

Time management

Customer service

Interpersonal skills

Education

Bachelor's degree in Financial Management or related field

RG 146 accreditation (preferred)

Tools

Xplan

Job description

Emapta Philippines is seeking a Paraplanner to craft Statements of Advice, run advanced financial modelling for SMSFs, trusts, and company structures, and support advisers with tailored wealth strategies.

You will gain international exposure, enjoy work-life balance, and advance with Emapta's growth opportunities across top-tier wealth teams. Hybrid setup includes Cebu and Makati, with day shifts and weekends off.