AU Paraplanner

3 days ago

Cebu City, Central Visayas, Philippines Emapta Full time ₱900,000 - ₱1,200,000 per year

Delivering Adviser Support That Redefines Compliance and Quality

Capstone Financial Planning stands out as a privately held, product-neutral AFSL trusted since 2002 for its ethical, results-driven adviser support. Their Four Pillars-Technology; Marketing & Communications; Professional Standards; and Coaching & Development-deliver tailored resources that help advisers grow powerful practices. Known for its agile, personal culture and industry-leading technology usage, Capstone offers professionals a chance to drive impact, inspire trust, and advance a global career rooted in integrity and innovation.

Job Description

Be part of our client's team as an AU Paraplanner, crafting accurate, compliant, and personalized financial advice documents. Collaborate with Authorised Representatives to ensure technical excellence, meet regulatory requirements, and deliver client-focused strategies. Your expertise will help maintain high professional standards while supporting impactful, ethical financial planning outcomes.

Job Overview

Employment type: Full-time

Shift: Day shift, Weekends off

Work setup: Hybrid, Cebu (after 1 month of onsite training)

Exciting Perks Await

  • Day 1 HMO coverage with free dependent
  • Sign-on bonus equivalent to one month's pay to welcome you aboard
  • Yearly appraisal to recognize and reward your contributions
  • Yearly performance bonus to celebrate your achievements
  • Competitive Salary Package
  • Hybrid work arrangement
  • Prime office location in Cebu - conveniently accessible by public transport, with nearby restaurants and banks
  • Day shift schedule
  • 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.)
  • Fully customized Emapta laptop with peripherals
  • 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

  • Possess 2+ years of experience in Australian paraplanning or financial adviser compliance (preferred)
  • Have prior experience working with financial advisers
  • Demonstrate proficiency in using all modules of Xplan software
  • Maintain extensive and up-to-date knowledge of Australian Financial Services licensees and their advisers
  • Show proficiency in all aspects of Microsoft Office and other relevant software applications

Your Daily Tasks

  • Develop and produce quality, compliant advice documents and related collateral for CFP's Authorised Representatives
  • Ensure accuracy, technical soundness, personalization, and compliance with legislation and CFP guidelines
  • Review advice document requests and collaborate with Authorised Representatives to ensure appropriateness and quality
  • Maintain professional standards and represent Capstone Financial Planning with competence in all interactions
  • Assist Authorised Representatives in maximizing the use of paraplanning services
  • Support the development and improvement of paraplanning processes and procedures
  • Participate in team projects aimed at enhancing internal services

Technical Expertise

  • Maintain current knowledge of financial planning legislation, industry obligations, and advice strategies
  • Source and evaluate technical resources and information
  • Attend technical update sessions relevant to the industry

Adviser Training

  • Compile and prepare adviser training materials and reports
  • Facilitate workshops and deliver training presentations

Ad Hoc Projects

  • Participate in and contribute to the completion of assigned projects

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. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra

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