Financial Planning Assistant

Turn financial data into strategies that shape lasting futures

In financial planning, every detail counts toward securing a stronger tomorrow. This role places you at the core of wealth management-where strategy meets precision. Grow beyond the numbers, collaborate with experts, and chart a career path that invests in your growth while helping shape financial futures with confidence.

What You'll Do

Be part of our client's team as a Financial Planning Assistant. You will support financial planners in client management, report preparation, and compliance, while ensuring smooth coordination with institutions and clients. Your keen eye for detail and organizational skills will help keep everything on track and accurate.

Role Snapshot

Employment Type: Full-time

Shift: Day Shift

Work Setup: Onsite, Makati

Salary: PHP60,000 to 65,0000 + PHP50,000 Signing Bonus

Perks & Benefits That Support Your Lifestyle

• Competitive salary package
• Morning work schedule
• HMO coverage with free dependent upon regularization
• Prime Makati location with easy MRT access
• 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 gym access in Ortigas and Makati with personal trainer
• Exclusive Emapta Lifestyle perks (hotel, restaurant discounts, and more)
• Unlimited opportunities for referral incentives
• Standard government and Emapta benefits
• 20 annual leaves (5 convertible to cash)
• Fun employee engagement activities
• Mentorship from global leaders
• Career growth opportunities
• Diverse and supportive work environment

What You Bring

• Experience in banking/financial services or equivalent
• Minimum 2 years in your previous/current role
• High proficiency in MS Outlook, Word, and Excel
• Strong attention to detail and accuracy
• Ability to work under pressure and meet deadlines
• Excellent communication and follow-up skills
• Motivated, goal-oriented, and enthusiastic mindset
• Willingness to handle repetitive tasks

How You'll Contribute

• Prepare reports and documentation for client meetings
• Manage competing demands and prioritize deadlines
• Research and liaise with financial institutions, super funds, and insurance providers
• Maintain and update client records in financial planning software
• Ensure compliance with regulatory requirements through accurate record-keeping
• Support the creation and maintenance of internal process documentation

About the Client

Our client is a trusted national financial planning firm based in Australia, known for turning complex financial challenges into clear, strategic pathways. With expertise in wealth creation, retirement planning, risk protection, taxation, and estate planning, they empower clients to achieve financial freedom. Their holistic and transparent approach, backed by a proven process, sets them apart in the industry. By joining their team, you'll contribute to life-changing strategies that help people secure not just their finances, but their futures.

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