AU Paraplanner | Hybrid | Makati | Day Shift | Day 1 HMO

Keep Finances Flowing, Keep Careers Growing Find a place where your schedule works for you, not against you. This opportunity offers the breathing room you need to take care of what matters most—family, hobbies, health, and personal growth. In an industry known for deadlines and intensity, this role lets you stay sharp in your career while keeping your personal time yours. Here, balance isn't a buzzword—it's a built-in benefit. Job Description As a Paraplanner , you will prepare precise and compact Statements of Advice, model financial strategies, and support advisors through Xplan expertise. You'll ensure compliance while contributing to high-level planning in collaboration with a global team of financial professionals. Job Overview Employment type: Full-Time Shift: Day Shift Work setup: Hybrid, Makati or Cebu Exciting Perks Await Day 1 HMO coverage with free dependent Competitive Salary Package Hybrid work arrangement Prime office location in Makati and Cebu (Easy access to MRT stations, restaurants, and banks) Day shift schedule Unlimited upskilling through Emapta Academy courses Want to know more? Visit 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 on 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 The Qualifications We Seek Minimum 3-5 years of paraplanning experience RG 146 accreditation is a plus, not a requirement Bachelor's degree in Financial Management or related course Advanced Xplan experience preferred Exposure to adviser strategy discussions is advantageous Strong communication skills (email and phone) with advisers Experience in insurance pre‑assessment Additional Qualifications Excellent customer service, written, and verbal skills Ability to work independently with minimal supervision High attention to detail Strong organizational and time management skills Your Daily Tasks Write compact Statements of Advice and perform financial modelling, including SMSF, Trust, and Company structures Ensure compliance with relevant legislation and regulations Lead or manage small teams when needed Utilize full Xplan capabilities for planning and reporting Communicate effectively in writing and verbally with advisers About the Client Our client is a respected name in the financial services industry in Australia, dedicated to providing strategic financial planning, advice, and support for individuals and businesses. With a strong reputation for excellence and personalized service, they combine industry expertise with innovation to help clients secure their financial goals. Joining their team means gaining international exposure while learning from leaders committed to growth, professionalism, and lasting impact. Who Are We 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. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra #J-18808-Ljbffr