AU Paraplanner

Crafting Financial Solutions, Empowering Growth

Discover a fulfilling career that values your time outside of work. This role offers the perfect balance-a rewarding career in the financial planning industry while allowing you to enjoy your personal priorities. Join a team that respects your time, promotes work-life balance, and encourages professional growth.

Job Description

As an AU Paraplanner, you'll create comprehensive advice documents, collaborate with Authorised Representatives, and ensure documentation aligns with legislative requirements. You'll play a key role in supporting financial planning services while fostering strong professional relationships.

Job Overview

Employment type: Full-time

Shift: Day Shift, Mon - Fri 07:00 AM - 04:00 PM (Weekends off)

Salary: PHP 75,000

Work setup: Hybrid, Clark (1 month onsite training, hybrid therafter)

Exciting Perks Await

• Day 1 HMO coverage with free dependent
• Competitive Package
• Hybrid work arrangement
• Prime office location in Clark (Conveniently accessible by PUVs, with nearby restaurants and banks)
• Day shift schedule
• Fixed weekends off
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• 24/7 free 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 of 3 years of experience in AU paraplanning or financial adviser compliance.
• Experience dealing with financial advisers.
• Strong working knowledge of Xplan software.
• Up-to-date understanding of Australian Financial Services (AFS) licensees, regulations, and adviser operations.
• Proficiency in Microsoft Office Suite and other relevant software applications.
• Must be amenable to a hybrid work setup.

Skills and Competence

• Excellent verbal and written communication skills.
• Strong computer literacy skills.
• Effective time management skills.
• Ability to work independently with minimal supervision.
• Ability to meet deadlines and adapt to changing conditions.
• Strong presentation skills for training workshops.

Knowledge

• Relevant tertiary qualifications preferred.
• Understanding of the Australian Financial Services industry and products is an advantage.
• Working knowledge of Information Technology requirements and applications.

Interpersonal Skills

• Enthusiastic outlook.
• Ability to maintain confidentiality.
• Strong interpersonal skills with empathy for diverse individuals.
• High level of motivation and integrity.

Your Daily Tasks

• Develop and construct quality and compliant comprehensive advice documents and relevant collateral for CFP's Authorised Representatives.
• Ensure all documents are factually accurate, technically sound, editorially personalized, and in line with legislative requirements and CFP guidelines.
• Oversee advice document requests and collaborate with Authorised Representatives to ensure advice quality.
• Maintain and develop strong working relationships with CFP's Authorised Representatives.
• Assist in training and educating Authorised Representatives to optimize Paraplanning services.
• Contribute to developing processes and procedures for Paraplanning functions.
• Participate in projects that enhance team services.
• Maintain up-to-date knowledge of relevant financial planning legislation and strategies.
• Attend relevant industry technical update sessions.
• Assist in preparing adviser training materials and facilitate workshops as required.
• Participate in and contribute to relevant projects as required.

About the Client

Your Partner in Financial Planning Excellence

Our client is a renowned provider of comprehensive financial planning support services, including technology, compliance, marketing, and training. Dedicated to empowering financial advisers, they ensure excellence through high-quality advice documents and educational support. Join their mission to drive financial success and build valuable client relationships.

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. 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