Paraplanner | Hybrid | Up to PHP100K | Sign-On Bonus

Emapta; Quezon City; Hybrid; PHP 400,000 - 600,000; Full time

Job summary

Emapta is seeking a Paraplanner to prepare financial advice and model strategies while ensuring compliance and timely delivery. Enjoy a balanced work-life with fixed hours, no weekend duties, and exciting perks like Day 1 HMO and unlimited upskilling opportunities, all within a respected financial advisory firm.

Benefits

Day 1 HMO coverage with free dependent

Competitive Salary Package

Sign-on bonus

Prime office location in Quezon City

Unlimited upskilling through Emapta Academy courses

Free access to office gyms with a trainer

Employee referral incentives

20 annual leaves

Fun engagement activities

Supportive work environment

Qualifications

• Minimum 3 years paraplanning experience, ideally 5 years.
• Knowledge of Australian superannuation and personal insurance.
• Confidence in providing strategic suggestions.

Responsibilities

• Prepare detailed Statements of Advice and Records of Advice.
• Conduct product research and prepare comparisons.
• Implement financial plans in collaboration with advisers.

Skills

Attention to detail

Time management

Strategic thinking

Strong communication

Proficiency in MS Office Suite

High-level Xplan proficiency

Education

Advanced Diploma in Financial Services (Paraplanning)

Tertiary qualifications in finance/accounting

Tools

Xplan/Xtools+

Video conferencing tools

Job description

Plan Smarter. Work Freer. Succeed Together.

Be part of a team that values accuracy, financial insight, and your well-being. Use your paraplanning skills to shape the future of finance-without sacrificing the time that matters most. In the world of financial services, this opportunity stands out. It offers meaningful work paired with fixed hours, zero weekend duties, and an environment that respects your time. Grow in your career without giving up your life outside the office-because balance isn't just a buzzword here.

Job Description

As a Paraplanner, you'll prepare accurate Statements of Advice, model financial strategies in Xplan, and collaborate with planners to implement end-to-end financial advice solutions-while ensuring compliance and timely service delivery.

Job Overview

Employment type: Full-time
Shift: Day Shift, Mon - Fri, 06:00 AM - 03:00 PM (Weekends off)
Work setup: Hybrid, Quezon City
Salary: PHP 80,000 to PHP 100,000 + Sign-on bonus

Exciting Perks Await!

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• With Sign-on bonus
• Prime office location in Quezon City (Easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• Fixed weekends off
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit https://bit.ly/EmaptaTrainingCalendar)
• 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 at your discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

• Minimum 3 years paraplanning experience (5 years ideal)
• Advanced Diploma in Financial Services (Paraplanning) or similar
• Preferably with tertiary qualifications in finance/accounting or related fields
• In-depth knowledge of Australian superannuation, retirement income, Centrelink rules, aged care, and personal insurance
• High-level Xplan proficiency (to be tested upon role commencement)
• Strong English communication skills-written and verbal
• Excellent attention to detail and time management skills
• Confidence in providing strategic suggestions and high-quality advice support
• Proficiency in MS Office Suite and video conferencing tools
• Proven ability to meet deadlines in high-volume environments

Your Daily Tasks

• Prepare detailed and accurate Statements of Advice (SoAs) and Records of Advice (RoAs)
• Create financial modelling illustrations using Xplan/Xtools+
• Conduct product research and prepare comparisons
• Enter and manage client data within financial software
• Implement financial plans in collaboration with financial advisers
• Support the development of client servicing policies and procedures
• Deliver tasks within agreed turnaround times

About the Client

Shaping Financial Advice with Precision and Purpose

Our client is a respected financial advisory firm known for delivering expert wealth, retirement, and insurance strategies tailored to each client's goals. Their commitment to high-quality advice and efficient service sets the benchmark for excellence in the financial services space.

Welcome to Emapta Philippines!

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra!