[Hiring] Junior Paraplanner @Emapta

Role Description

Bring Precision to Australia's Financial Planning Journey. As a Junior Paraplanner, you'll support Australia's financial planning and wealth management industry across:

• Advice documentation
• Superannuation
• Insurance
• Investments
• Implementation

Develop specialized XPLAN expertise, gain international financial services exposure, and take your career further globally without leaving the Philippines.

Qualifications

• Bachelor's Degree in Financial Planning, Finance, or a related field, preferred
• At least 1 to 3 years of relevant experience in the financial planning industry as a Junior Paraplanner, Financial Planning Support professional, or Financial Planning Assistant
• High proficiency in XPLAN, including Advice Wizard, Xtools+, Risk Researcher, and WealthSolver
• Proficiency with superannuation platforms, including HUB24, Netwealth, and BT Panorama
• Proficiency with insurance platforms, including TAL, AIA, Zurich, and NEOS/Encompass
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and Teams
• Strong attention to detail and commitment to a high level of accuracy
• Excellent written and verbal communication skills
• Strong ability to work independently and manage competing priorities effectively

Requirements

• Document Preparation
• Assist senior colleagues and financial advisers with the preparation of preliminary advice documents and reports in accordance with compliance standards.
• Prepare Records of Advice (ROAs) for portfolio rebalancing, investments, redemptions, and file-note advice.
• Prepare Restricted Statements of Advice (SOAs) for insurance-only advice, superannuation fund establishment, superannuation rollovers, concessional contributions, and non-concessional contributions.
• Implementation Processing
• Manage end-to-end implementation from lodgement through finalisation for superannuation applications, insurance applications, investment applications, and superannuation rollovers.
• Client Application Management
• Manage client applications, follow up with clients to collect required documentation, and provide timely updates on application progress.
• Liaise with product providers and platforms to track application progress and resolve outstanding requirements.

Benefits

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Day Shift Schedule
• Permanent WFH arrangement
• Fixed weekends off
• 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
• 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 own 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