Internal Paraplanner

A World of Opportunities Awaits

Our client has built a reputation as a trusted partner in financial planning, accounting, and business advisory-helping individuals, families, and businesses keep their future bright. With expertise spanning retirement planning, asset protection, and wealth creation, their team delivers tailored strategies backed by trust and precision. What sets them apart is their commitment to nurturing both client portfolios and employee careers, offering growth, mentorship, and global exposure.

What This Role Is About

Be part of our client's team as an Internal Paraplanner and provide essential support in crafting financial advice. You'll handle strategy documents, statements of advice, product research, and projections-ensuring clients receive accurate, compliant, and timely solutions that truly make a difference.

Career Snapshot

Employment type: Full time

Shift: Day shift, weekends off

Work setup: Permanent WFH

Why You'll Love Working Here

• Day 1 HMO coverage with free dependent
• Competitive salary package
• Permanent WFH arrangement
• Prime office location (Easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• 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 (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

What You'll Bring to the Table

• Minimum of 3 years' experience in a similar role
• Proficiency in Xplan (WealthSolver, Risk Researcher, XTOOLS)
• Strong computer literacy in Microsoft Word and Excel
• Excellent organizational skills and ability to meet deadlines
• Experience working with Australian financial planning firms
• Degree or Diploma in Financial Planning preferred

What You'll Do Every Day

• Write Strategy documents
• Write Statement of Advice documents
• Obtain information on existing insurance, superannuation, and investment products
• Maintain comprehensive and compliant client records in Xplan and on drives
• Conduct research on existing products
• Model superannuation replacement in WealthSolver, in Xplan
• Model insurance replacement in RiskResearcher, in Xplan
• Prepare cash flow and asset projections

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