Hybrid Paraplanner: Global Wealth Planning Expert

Emapta Global; Metro Manila; Hybrid; PHP 700,000 - 1,000,000; Full time

Benefits offered by this job

HMO coverage

Hybrid work arrangement

Emapta Academy upskilling

Gym access and wellness facilities

Lifestyle perks

Job summary

Emapta Philippines is seeking a skilled Paraplanner to support Australian wealth management decisions. You will prepare compliant SoAs, develop financial models for SMSFs and trusts, and ensure regulatory compliance across structures. The role offers hybrid work from Makati, a strong mentorship program, and exposure to global leaders.

You'll work with experienced advisers, use Xplan, RG 146 is preferred, and enjoy a comprehensive benefits package and ongoing upskilling through Emapta Academy.

Qualifications

• Bachelor's degree in Financial Management or related field.
• 3 to 5 years of paraplanning experience.
• Experience in insurance pre-assessment.
• Strong written and verbal communication with financial advisers.
• RG 146 accreditation, preferred but not required.

Responsibilities

• Prepare concise, accurate, and compliant Statements of Advice (SoAs) for Australian financial advisory clients.
• Develop financial models for SMSFs, trusts, and company structures.
• Ensure compliance with applicable Australian legislation, regulatory requirements, and industry standards.
• Lead or manage small teams as required to support team objectives and operational efficiency.
• Utilize the full capabilities of Xplan to prepare financial plans, develop financial models, and generate reports.
• Communicate clearly and professionally with financial advisers through written and verbal channels.

Skills

Paraplanning

Communication

Detail-oriented

Independent work

Education

Bachelor's degree in Financial Management

Related field Bachelor’s degree

Tools

Xplan

RG 146 accreditation (preferred)

Job description

Emapta Philippines is seeking a skilled Paraplanner to support Australian wealth management decisions. You will prepare compliant SoAs, develop financial models for SMSFs and trusts, and ensure regulatory compliance across structures. The role offers hybrid work from Makati, a strong mentorship program, and exposure to global leaders.

You'll work with experienced advisers, use Xplan, RG 146 is preferred, and enjoy a comprehensive benefits package and ongoing upskilling through Emapta Academy.