Paraplanner | Day Shift | Onsite | Cebu | Day 1 HMO
1 month ago
Unlock Your Potential: Join the Elite Team Shaping the Future of Financial Services
Welcome to a career at our client, a leading financial services provider in Australia Are you seeking a role where work-life balance isn't just a buzzword but a reality? As a Paraplanner, you will develop and construct quality and compliant comprehensive advice documents, along with any relevant collateral for CFP's Authorised Representatives. It is essential to ensure that all documents created are factually accurate, technically sound, editorially personalised, and aligned with relevant legislative requirements and CFP guidelines.
Charting Your Path: The Paraplanner Journey
Employment Type: Full Time
Shift: Day shift, Mon - Fri; 7AM - 4PM
Work Setup: Onsite, Cebu
Perks: Day 1 HMO, Above-market salary, Global exposure
Plan Plotting: Your Roadmap to Success
Paraplanning
Develop and construct quality and compliant comprehensive advice documents and any relevant collateral for CFP's Authorised Representatives.Ensure all documents created are factually accurate, technically sound, editorially personalised, and in line with relevant legislative requirements and CFP guidelines.Apply oversight to advice document requests received and collaborate with Authorised Representatives to ensure appropriateness of advice and quality of documentation.Maintain and develop good working relationships with CFP's Authorised Representatives and represent Capstone Financial Planning with professionalism and competence.Assist with the training and education of Authorised Representatives to optimise the utilisation of Paraplanning service and support.Assist in the development of processes and procedures for Paraplanning functions.Participate in ad hoc projects identified for the overall team to enhance services within the team or CFP.Technical
Maintain current knowledge of the relevant rules, legislation, and obligations relating to the financial planning industry, including appropriate technical knowledge and financial advice strategies.Proactively source and consider appropriate technical resource tools and information.Attend relevant industry technical update sessions.Adviser Training
Assist with compilation and preparation of adviser training materials/reports as required.Facilitate training workshops and deliver training presentations as required.Ad Hoc Projects
Participate in and contribute to the successful completion of relevant projects as required.Paperwork Power-Up: Credentials That Count
Experience:
Prior experience in Para Planning or Financial Adviser compliance is preferred.Prior experience in dealing with financial advisers.Experience in using all modules of Xplan software.Extensive and up-to-date knowledge of Australian Financial services licensees and their advisers.Experience with all aspects of Microsoft Office as well as other relevant software applications.Skills and Competence:
Excellent verbal and written communications skills.Strong computer literacy skills.Time management skills.Ability to work independently and with minimal supervision.Ability to work in a small team.Ability to work to deadlines.Ability to adapt to changing conditions - flexibility.Ability to present to small and large groups of people.Knowledge:
Relevant Tertiary qualifications are preferred.Knowledge of Australian Financial services industry and products would be an advantage.Working knowledge of Information Technology requirements and applications.Interpersonal Skills:
Enthusiastic outlook.Ability to maintain confidentiality.Ability to deal effectively with a wide range of people.Strong level of motivation.Strong interpersonal skills.Empathy with a variety of individuals.Values:
Uncompromising commitment.Honesty and integrity.Beyond the Bottom Line: Discover the Perks of Balancing Work and Life
HMO coverage upon hireDay shift schedulePrime office locationWork life balanceStandard government and Emapta benefits20 annual leaves to be used on your discretionDirect exposure to international clientsRealistic career growth opportunitiesUpskilling through Emapta AcademyDiverse and supportive work environmentMeet Your Dream Team: Where Independence, Innovation, and Integrity Define Financial Services
Since its establishment in 2002, our client has emerged as a prominent player in Australia's financial services landscape. As one of the country's leading Licensees, our client distinguishes itself by its independence; being privately owned and operated sets it apart from institutions like banks and fund managers. This autonomy empowers them to offer bespoke, adaptable solutions to its extensive network of financial advisers and accountants, a rarity in an era of institutional consolidation. With comprehensive in-house operational support, advisers under our client's umbrella benefit from a suite of services typically associated with larger institutional dealer groups. In an industry where providing genuine value is paramount, our client stands out as a trusted partner, equipping advisers and accountants to navigate an increasingly competitive landscape. Joining our client's team means becoming part of a dynamic organization committed to excellence and innovation in financial services.
Who are we?
Discover a world of possibilities at Emapta, where your career takes flight in stability and growth. Join a team that thrives on camaraderie, supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration, innovation, and personal development. We provide you with the platform for your success, empowering you to reach new heights in a supportive and inclusive environment.
With a wide roster of international clients from various industries and a proven track record of success, Emapta offers a stable foundation for your career. Team up with like-minded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.
#EmaptaExperience
-
Cebu, Philippines Emapta Full timeBalance Your Future: Excel Globally as a Financial Planning Assistant!Step into a global career as a Financial Admin Assistant and make your mark on the world stage without ever leaving your home. This is your opportunity to leave a lasting legacy that transcends geographical borders, experiencing the perks of international exposure and growth. In this...
-
Cebu, Philippines Emapta Full timeBalance Your Books, Balance Your Life: Join Our Client’s Investment Management Team!Experience the best of both worlds as a Junior Accountant in the Investment Management industry. Here, work-life balance isn't just a buzzword—it's a core perk that you won't easily find elsewhere. After your shift, you'll have the freedom to dedicate time to what...
-
Healthcare Representatives
1 month ago
Cebu, Philippines Optum, a UnitedHealth Group Company Full timeROLE AND RESPONSIBILITIES:You will respond to customer service inquiries and issues by identifying the topic and type of assistance the customer needs. This may include, among others, inquiries or concerns on their benefits, eligibility and claims.You will guide and educate the customer about the fundamentals and benefits of consumer- driven health care...
-
Cebu, Philippines Emapta Full timeBe the Key to Streamlined Healthcare—Impact Lives with Your Expertise in Medical Documentation!In the ever-evolving medical practices industry, precision and efficiency are the heartbeats that keep everything running smoothly—and that’s where you come in. This role offers more than just a seat at the desk; it’s your chance to dive into a critical...
-
Customer Service Representative
1 week ago
Cebu, Philippines Cognizant Technology Solutions Philippines Inc. Full timeEmbrace a global career with Cognizant - a leading organization catering to diverse industries worldwide. Our practice areas and supportive functions offer a vast array of opportunities for your talents. With a team of over 270,000 skilled associates, we are committed to Solving client issues and empowering them in the digital era. And that's not all - we...
-
Airline Customer Service Agent
4 weeks ago
Cebu, Philippines Nezda Technologies, Inc. Full timeNezda Technologies' Cebu City-based BPO partner is hiring for Customer Service Representative to start ASAP. Apply now and get hired via ONE DAY ONSITE APPLICATION PROCESS.Designation: Customer Service RepresentativeLocation: Cebu IT Tower 1, Ayala Business Park, Cebu CityAccount: Airline - TravelWork Arrangement: ONSITEStart Date: ASAPQualifications- Must...
-
QA Analyst
2 days ago
Cebu, Philippines TASQ Staffing Solutions Full timeWork Arrangement: Work Onsite daily Shift Schedule | Rest days: US Business hours (8 pm is the earliest shift while 10 pm is the latest shift) | Fixed working hours Educational Requirement: At least 2nd year College undergraduate/ Vocational Diploma (2yrs.)/Associate's Degree (2yrs.)/College Graduate Work Experience: 1. MUST HAVE 2-4...
-
QA Manager
2 days ago
Cebu, Philippines TASQ Staffing Solutions Full timeWork Arrangement: Work onsite daily Shift Schedule | Rest days: Rotational (24/7) Schedule | No fixed day off Educational Requirement: At least 2nd year College undergraduate/ Vocational Diploma (2yrs.)/Associate's Degree (2yrs.)/College Graduate Work Experience: 1. Managed a team of 15-20 quality analysts. 2. With 5 years and up of QA...
-
QA Analyst
1 day ago
Cebu, Philippines TASQ Staffing Solutions Full timeWork Arrangement: Work Onsite daily Shift Schedule | Rest days: US Business hours (8 pm is the earliest shift while 10 pm is the latest shift) | Fixed working hours Educational Requirement: At least 2nd year College undergraduate/ Vocational Diploma (2yrs.)/Associate's Degree (2yrs.)/College Graduate Work Experience: 1. MUST HAVE 2-4...
-
QA Manager
1 day ago
Cebu, Philippines TASQ Staffing Solutions Full timeWork Arrangement: Work onsite daily Shift Schedule | Rest days: Rotational (24/7) Schedule | No fixed day off Educational Requirement: At least 2nd year College undergraduate/ Vocational Diploma (2yrs.)/Associate's Degree (2yrs.)/College Graduate Work Experience: 1. Managed a team of 15-20 quality analysts. 2. With 5 years and up of QA...
-
Tax Specialist
4 weeks ago
Cebu City, Philippines VCC Link Full timeWe are Looking for Tax Specialist to our team in Cebu!Qualifications:- Previous Experience as Tax Specialist- Willing to Work Onsite at Cebu CityWork Setup: Onsite (during probi period), Hybrid (once regularized; 4 days RTO, 1 day WFH)Work Location: Cebu CitySchedule: Flexible work sched (Morning or MId)Compensation:- Competitive Salary with Allowance and...
-
Call Center Representative
4 months ago
Cebu, Philippines TASQ Staffing Solutions Full timeLocation: Cebu Business Park, Cebu City, Philippines Qualifications: SHS graduate (new curriculum) with 6 months of call center experience OR Completed at least 2 years in college (4 semesters, no back subjects) with 6 months of call center experience College graduate with or without call center experience With good to excellent English communication...
-
Tax Specialist
4 weeks ago
Cebu City, Philippines VCC Link Full timeWe are Looking for Tax Specialist to our team in Cebu! Qualifications: - Previous Experience as Tax Specialist - Willing to Work Onsite at Cebu City Work Setup: Onsite (during probi period), Hybrid (once regularized; 4 days RTO, 1 day WFH) Work Location: Cebu City Schedule: Flexible work sched (Morning or MId) Compensation: - Competitive Salary with...
-
Tax Specialist
4 weeks ago
Cebu City, Philippines VCC Link Full timeWe are Looking for Tax Specialist to our team in Cebu! Qualifications: - Previous Experience as Tax Specialist - Willing to Work Onsite at Cebu City Work Setup: Onsite (during probi period), Hybrid (once regularized; 4 days RTO, 1 day WFH) Work Location: Cebu City Schedule: Flexible work sched (Morning or MId) Compensation: - Competitive Salary with...
-
Call Center Representative
4 months ago
Cebu, Philippines TASQ Staffing Solutions Full timeLocation: Cebu Business Park, Cebu City, Philippines Qualifications: SHS graduate (new curriculum) with 6 months of call center experience OR Completed at least 2 years in college (4 semesters, no back subjects) with 6 months of call center experience College graduate with or without call center experience With good to excellent English communication...
-
Senior Team Lead
2 days ago
Cebu, Philippines TASQ Staffing Solutions Full timeWork Arrangement: Work onsite daily Shift Schedule | Rest days: Rotational (24/7) Schedule | No fixed day off Educational Requirement: At least 2nd year College undergraduate/ Vocational Diploma (2yrs.)/Associate's Degree (2yrs.)/College Graduate Work Experience: 1. With 4-6 years of relevant operations leadership experience in a BPO...
-
Senior Team Lead
1 day ago
Cebu, Philippines TASQ Staffing Solutions Full timeWork Arrangement: Work onsite daily Shift Schedule | Rest days: Rotational (24/7) Schedule | No fixed day off Educational Requirement: At least 2nd year College undergraduate/ Vocational Diploma (2yrs.)/Associate's Degree (2yrs.)/College Graduate Work Experience: 1. With 4-6 years of relevant operations leadership experience in a BPO...
-
QA Analyst
2 days ago
Cebu City, Philippines TASQ Staffing Solutions Full timeWork Arrangement: Work Onsite dailyShift Schedule | Rest days: US Business hours (8 pm is the earliest shift while 10 pm is the latest shift) | Fixed working hoursEducational Requirement: At least 2nd year College undergraduate/ Vocational Diploma (2yrs.)/Associate's Degree (2yrs.)/College GraduateWork Experience:1. MUST HAVE 2-4...
-
Cebu Registered Nurse
2 months ago
cebu, Philippines MetaHealth Full timeCebu - Cebu City PHRN - Healthcare Voice Shifting 6 Months Onsite - Hybrid after College Graduate 2 Years Clinical Experience 37,675 plus 3k bonus depending on performance onsite HMO Plus 3 Dependents, 22 Paid Leaves 13th Month Pay, Company Sponsored Trips or Retreats
-
Workforce Management Executive
2 days ago
Cebu, Philippines TASQ Staffing Solutions Full timeWork Arrangement: Work onsite daily Shift Schedule | Rest days: Rotational (24/7) Schedule | No fixed day off Educational Requirement: At least 2nd year College undergraduate/ Vocational Diploma (2yrs.)/Associate's Degree (2yrs.)/College Graduate Work Experience: 1. At least 2-4 years of workforce management experience 2. preferred has WFM...
