Paraplanner - Financial Planning | Hybrid | Cebu | Up to PHP75K + SOB

Emapta; Cebu City; Hybride; PHP 502 000 - 837 000; Plein temps

Avantages offerts par ce poste

HMO coverage

Hybrid work arrangement

Salary advance

Upskilling via Emapta Academy

Gym access

Lifestyle perks

20 annual leaves

Referral incentives

Career growth

Mentorship

Résumé du poste

Emapta Philippines seeks a skilled Paraplanner to translate complex wealth strategies into precise financial models, SOAs, and client recommendations for an international client base.

You will collaborate with advisers, develop SOAs/ROAs, and enhance compliance across superannuation, investments, and insurance. This role offers a hybrid setup in Makati/Cebu with strong growth, learning opportunities, and competitive benefits.

Qualifications

• 3-5 years of hands-on paraplanning experience in financial planning or wealth mgmt.
• Strong XPLAN proficiency preferred, incl. modelling, client records, and advice prep.
• Experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs).
• Knowledge of superannuation, investments, insurance, and compliance.

Responsabilités

• Prepare accurate Statements of Advice (SOAs) aligned with adviser strategies.
• Perform financial modelling across SMSFs, trusts, and company structures.
• Maximize use of XPLAN for planning, modelling, documentation, and reporting.
• Ensure advice complies with applicable legislation and standards.
• Communicate strategies clearly with advisers and stakeholders.
• Lead or support small teams when required.

Connaissances

Paraplanning

Financial modelling

SOA drafting

Adviser communication

Regulatory knowledge

Formation

Bachelor's degree in Finance or related field

Outils

XPLAN

Description du poste

Engineer Smarter Wealth Strategies Through Precision Paraplanning

Exceptional wealth strategies begin with technical depth, sound judgment, and precision behind every recommendation. As a Paraplanner, you'll translate complex financial strategies into sophisticated modelling, compliant Statements of Advice, and actionable recommendations across superannuation, insurance, investments, and wealth structures. Partner closely with advisers to elevate advice quality and strengthen client outcomes on an international stage. With Emapta, Top 1% talent gains a Top 1% experience through global exposure, premium benefits, professional stability, and long-term career growth.

Snapshot

• Employment Type: Full-time
• Work Setup: Hybrid, Makati/Cebu
• Shift: Day Shift, Weekends Off
• Salary: Up to PHP 75,000 (negotiable based on skills and experience)
• Sign-On Bonus

Benefits

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Day Shift schedule
• Fixed weekends off
• Hybrid work arrangement
• Prime office location in Makati and Cebu (Conveniently accessible by PUVs, with nearby restaurants and banks)
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit: https://emapta.com/training-calendar/)
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Regular social activities, including an annual conference
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

Qualifications

• Bachelor's degree in Finance, Financial Management, or a related discipline
• 3-5 years of hands-on paraplanning experience within financial planning or wealth management
• Strong Xplan proficiency preferred, covering financial modelling, client records, and advice preparation
• Proven experience preparing Statements of Advice (SOAs), Records of Advice (ROAs), and related financial advice documentation
• Knowledge of superannuation, investments, insurance, and financial planning compliance
• Experience with insurance pre-assessments and supporting advisers throughout the advice process
• Exposure to adviser strategy development and advice implementation advantageous
• RG 146 accreditation preferred but not required
• Strong adviser-facing communication, interpersonal, and client service skills
• Excellent accuracy, organization, and ability to manage competing deadlines independently
• Willing to work in a hybrid setup in Manila or Cebu

Responsibilities

• Prepare accurate Statements of Advice (SOAs) aligned with adviser strategies
• Perform financial modelling across SMSFs, trusts, and company structures
• Maximize Xplan for financial planning, modelling, documentation, and reporting
• Ensure advice meets relevant legislation, regulations, and compliance standards
• Communicate strategies and requirements clearly with financial advisers
• Lead or support small teams when required

Join the Top 1% Talent. A better career. A better life.

Welcome to Emapta Philippines: home to professionals who choose growth, balance, and impact. Recognized as one HR Asia's Best Companies to Work For in Asia 2025 and winner of Inspiring Workplaces Australasia 2026, Emapta offers more than opportunities -- it provides a career environment where people thrive. Collaborate with global teams, build meaningful expertise, and grow in a culture that prioritizes both performance and well-being.