Financial Planning Assistant

Plan the Future, Power the Present

Bring clarity, order, and precision to the world of finance. Join a team that helps people secure their financial futures - and find a career that gives you stability, purpose, and the freedom to grow. This role offers international exposure and the chance to make an impact in the accounting and finance field while maintaining the work-life balance you deserve. Grow your expertise, make your mark, and enjoy a career that goes beyond boundaries.

Job Description

As a Financial Planning Assistant, you will support financial planners by preparing client review documents, managing financial applications, and ensuring smooth implementation of advice. You'll play an integral role in maintaining accuracy, compliance, and top-tier client service across all financial planning processes.

Job Overview

Employment type: Full-time

Shift: Day Shift, Weekends Off

Work setup: Permanent Work From Home

Exciting Perks Await

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Permanent WFH arrangement
• 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

The Qualifications We Seek

• 1 year of work experience in financial planning, with a strong background in administrative and client management roles.
• Proficiency in XPlan is required.
• 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.

Your Daily Tasks

Client Review Preparation:

• Gather and analyze client data, including performance reports and product comparisons across superannuation, insurance, and investment platforms.
• Prepare comprehensive client review documents and meeting packs for adviser use.

Document Preparation & Processing:

• Generate insurance quotes and complete application forms.
• Prepare other required documentation for client meetings and strategy implementation.

Client Follow-Up & Support:

• Liaise with clients to collect necessary paperwork and provide timely updates on application progress.
• Ensure all documents are accurately completed and submitted within deadlines.

Implementation Management:

• Oversee the end-to-end implementation of financial advice, from lodgement to finalisation.
• Track progress and proactively manage outstanding items.

Compliance & Record Management:

• Ensure all client records and documentation meet internal compliance standards and regulatory requirements.
• Maintain accurate and up-to-date records within CRM and file management systems.

Administrative Support:

• Provide general administrative assistance to the Financial Planning team, including data entry, filing, report generation, and mail handling.
• Assist with ad hoc tasks and ongoing database maintenance as required.

About the Client

Our client is an Australia-based wealth management firm dedicated to helping individuals achieve their financial goals through tailored advice and strategic planning. They specialize in superannuation, insurance, and investments, offering a client-first approach that blends innovation with integrity. With a strong focus on long-term relationships, they empower clients to take control of their financial future.

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