Implementation Specialist

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Strategic Planning for High-Value Clients

Our client is a trusted financial services practice in Australia specializing in delivering holistic, long-term planning solutions for medical professionals, executives, SME owners, and high-net-worth families. With a focus on relationships and client-first strategies, they partner with industry experts across insurance, mortgages, forex, accounting, and legal sectors to provide comprehensive financial planning. Their mission is to empower clients with unbiased, tailored advice to achieve their personal and financial goals.

Job Description

As an Advice Implementation Specialist, you will oversee the effective implementation of financial planning strategies, from managing client tasks and coordinating with stakeholders to ensuring compliance and service excellence. This role is key in turning financial advice into action and providing clients with an exceptional experience.

Job Overview

Employment type: Full-time

Work setup: Onsite, Cebu City

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Prime office location in Cebu (easily accessible, nearby restaurants and banks)
• Salary Advance Program through our banking partner (eligibility and approval subject to bank assessment; available to account holders with a minimum of 6 months company tenure)
• Unlimited upskilling through Emapta Academy courses (visit )
• 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)
• Mentorship and exposure to global leaders and teams
• Diverse and supportive work environment

The Qualifications We Seek

• 1-3 years relevant work experience
• Knowledge and experience of the financial planning industry, including compliance requirements (mandatory)
• IRESS/XPLAN advanced knowledge (mandatory)
• High competency with Microsoft 365 Suite (Outlook, Excel, Word, etc.) and digital applications (mandatory)
• Proven high attention to detail (mandatory)
• Strong experience with client service and practice management (preferred) or demonstrable understanding of financial advice and implementation processes (mandatory)
• Minimum one (1) year experience in a financial planning practice handling High Net Wealth clients desired
• Exposure to Self-Managed Super Funds, Family/Investment Discretionary Trusts, and knowledge of Personal, Trust, and SMSF Tax Returns (preferred)
• Excellent communication skills (verbal and written)
• Strong relationship-building skills across internal teams and external stakeholders
• Solid business acumen and quality management mindset
• Attention to detail - Thoroughness in accomplishing a task with concern for all areas involved, no matter how small.
• Communication skills - Expresses ideas clearly in verbal and written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.
• Relationship building - Builds rapport across the Practice and with external stakeholders; establishes collaborative relationships to achieve objectives; seeks win-win solutions to conflict; develops a network of professional contacts; displays empathy and tolerance for diverse viewpoints.
• Business acumen - Understands business implications of decisions; demonstrates knowledge of market and competition; aligns work with strategic goals.
• Quality management - Fosters quality focus in others; sets clear quality requirements; measures key outcomes; improves processes, products, and services.

Your Daily Tasks

• Oversee, coordinate, and provide administrative support to all financial planning clients and services, including life insurance, superannuation, and investments.
• Manage the effective implementation of financial plans, including follow-up of outstanding tasks and email correspondence between financial planners and external stakeholders.
• Deliver outstanding client experiences to Abundant Advisory clients.
• Provide research and implementation services for financial planning products, including life insurance, investments, and superannuation (including Self-Managed Super Funds).
• Work with outsourced providers to execute all tasks required to deliver on the implementation of financial planning products.
• Undertake administrative support for these functions with an emphasis on quality of service.
• Contribute to continuous improvement in financial planning processes.
• Develop and foster close working relationships with Abundant Advisory referral partners and professional service providers to ensure an accurate and timely flow of information.
• Act as a subject matter expert in the implementation of financial planning strategies.
• Assist, as directed by the financial planner, on compliance monitoring and reporting.
• Assist in improving efficiency of processes for handling and following up on all administration tasks.
• Support all Practice staff as required.
• Participate as a positive and reliable team member, promoting and contributing to a supportive team environment.
• Proactively and positively participate in performance development and review activities.
• Comply with WHS responsibilities, including policies, operating procedures, and instructions.
• Report all risks, hazards, incidents, near misses, and accidents as per the correct procedure, and act to remove hazards where possible.

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

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing
• Industries Outsourcing and Offshoring Consulting

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