Strategic Financial Planner — Hybrid Cebu

Emapta Global; Cebu City; Hybrid; PHP 812,000 - 973,000; Full time

Benefits offered by this job

HMO coverage

Salary advance program

Upskilling via Emapta Academy

Office gym access

Lifestyle perks

Referral incentives

20 annual leaves

Custom laptop

Job summary

Emapta is seeking a Financial Strategy Specialist to leverage AU financial planning expertise and Xplan proficiency in a hybrid Cebu role. You will ensure regulatory alignment, develop high-quality documentation, and collaborate with global teams to maintain service excellence.

Join a dynamic environment offering learning opportunities through Emapta Academy, career growth, and comprehensive benefits while supporting a modern, compliant financial workflow.

Qualifications

• At least 3 years of relevant experience in Australian financial planning support, advisory documentation, or regulatory compliance.
• Hands-on proficiency in Xplan and familiarity with relevant professional applications.
• Solid understanding of Australian regulatory standards, financial products, and compliance practices.

Responsibilities

• Prepare accurate, high-quality documentation aligned with established standards and compliance requirements.
• Coordinate with stakeholders to address requirements and ensure timely completion of deliverables.
• Review information for accuracy, consistency, and regulatory alignment.
• Support process enhancements to improve workflow efficiency and service quality.
• Create learning materials and conduct training sessions to strengthen team capabilities.
• Stay updated on relevant regulations, professional practices, and technical developments.

Skills

AU financial planning

Xplan proficiency

Regulatory compliance

Tools

Xplan

Job description

Emapta is seeking a Financial Strategy Specialist to leverage AU financial planning expertise and Xplan proficiency in a hybrid Cebu role. You will ensure regulatory alignment, develop high-quality documentation, and collaborate with global teams to maintain service excellence.

Join a dynamic environment offering learning opportunities through Emapta Academy, career growth, and comprehensive benefits while supporting a modern, compliant financial workflow.