Australian Financial Planning Assistant

1 week ago

Makati, Metro Manila, Philippines Emapta Global Full-time

Emapta Philippines is seeking a Financial Planning Assistant to support Australian wealth advisers with planning administration, documentation, and provider coordination. You will help keep client files up to date in XPLAN, handle inquiries, and prepare client documents while maintaining meticulous records.

The role offers hybrid work in Makati, exposure to international clients, ongoing learning via Emapta Academy, and a supportive environment designed for Top 1% talent with comprehensive