Paraplanner: Aussie Compliance & Advisory Pro (Hybrid Cebu)

Emapta Global; Cebu City; Hybrid; PHP 446,000 - 692,000; Full time

Benefits offered by this job

HMO Day 1

Competitive salary

Hybrid Cebu

Laptop & monitor

Salary advance

Upskilling program

Gym access

Lifestyle perks

Referral incentives

Government benefits

20 annual leave

Mentorship & exposure

Supportive culture

Job summary

Emapta Philippines in Cebu is seeking a Paraplanner to support Australian advisers with compliant, accurate paraplanning and regulatory governance. You will collaborate closely with advisers to maintain high-quality advice documentation and ensure timelines are met in a hybrid Cebu setup.

Ideal candidates bring 3–5 years of Australian paraplanning or adviser-compliance experience, strong knowledge of Xplan, and excellent communication skills, with the ability to work independently and train

Qualifications

• 3–5 years of Australian paraplanning or adviser-compliance experience.
• Direct experience supporting financial advisers.
• Proficient in Xplan and MS Office.
• Knowledge of Australian Financial Services licensees and regulatory requirements.
• Strong written and verbal communication; able to meet deadlines.

Responsibilities

• Develop compliant advice documents and materials for authorised representatives.
• Ensure factual accuracy and legislative compliance of documents.
• Collaborate with advisers to uphold advice quality and regulatory integrity.
• Manage document requests within required timelines and maintain relationships.
• Train advisers on paraplanning processes and best practices.
• Improve workflows and standardize processes.
• Contribute to strategic projects to enhance service delivery.
• Stay current on financial planning legislation and strategies.
• Attend industry updates and technical sessions.
• Prepare adviser training materials and facilitate workshops.

Skills

Paraplanning experience

Regulatory knowledge

Xplan proficiency

Microsoft Office

Communication skills

Time management

Independence

Training facilitation

Education

Tertiary qualifications (preferred)

Tools

Xplan

Microsoft Office

Job description

Emapta Philippines in Cebu is seeking a Paraplanner to support Australian advisers with compliant, accurate paraplanning and regulatory governance. You will collaborate closely with advisers to maintain high-quality advice documentation and ensure timelines are met in a hybrid Cebu setup.

Ideal candidates bring 3–5 years of Australian paraplanning or adviser-compliance experience, strong knowledge of Xplan, and excellent communication skills, with the ability to work independently and train