Paraplanner

Transform client goals into financial roadmaps with an international flair, all from the comfort of home.

Step up to an extraordinary global career opportunity that transcends borders without requiring you to relocate. Embrace a role that offers you international exposure, a collaborative environment, and the ability to make a genuine impact in clients lives. It's more than a job-it's a chance to build your mark on the global financial stage.

As an AUParaplanner, you'll be at the forefront of providing high-quality financial advice, handling the meticulous preparation of Statements of Advice (SOA), research, and insurance paraplanning. From detailed data collection and analysis to implementing strategies and maintaining compliance, you'll ensure all documents align with industry standards.

• Collaborate with the team to prepare the Statement of Advice (SOA)
  

Research clients existing superannuation and investment portfolios, including:

• Data collection forms
  
• Fees
  
• Asset allocation
  
• Benefits
  
• Associated reports (e.g., capital gains)
  

• Prepare the Statement of Advice by:
  

• Entering proposed strategies (as advised by the Adviser)
  
• Completing comparisons
  
• Completing required compliance paperwork
  
• Ensuring all advice documents align with legislated compliance standards and requirements
  

• Implement Wealth Advice strategies by:
  

• Processing roll-overs from current investments and superannuation
  
• Opening new platform accounts
  
• Following up with clients and communicating throughout the implementation process
  

• Insurance Paraplanning
  
• Complete data collection forms
  
• Prepare insurance quotes
  
• Draft Statements of Advice (SOAs) and conduct risk research
  
• Upon case completion:
  

• Send cancellation letters
  
• Notify clients of insurance in force
  
• Update Xplan and WIP
  
• Prepare files for compliance checks
  

Lodgement Checklists

• Prepare and submit all lodgement checklists in accordance with GPSWealth standards and timelines
  

Standard of Work

• Ensure all work complies with legislated standards
  
• Manage assigned tasks efficiently communicate any delays to your manager
  
• Maintain absolute confidentiality of client and business information
  
• Accurately maintain client records in compliance with the Records Management Act
  
• Develop effective personal business practices and time management proactively seek additional work if capacity allows or notify the team if workload exceeds capacity
  

Attitude and Team Participation

• Actively participate in the team, contributing to a positive work environment
  
• Report directly to the Practice Manager, Daniel Estigoy
  
• Accept guidance and feedback from managers positively
  
• Maintain professionalism at all times
  
• Proactively address workload concerns by approaching your manager if:
  

• You encounter obstacles preventing task completion
  
• You have insufficient tasks to maintain full capacity
  
• Your workload exceeds your capacity, facilitating workload balancing within the team
  

Requirements

Qualifications Needed: Secure Success in Financial Planning

• Minimum of 5+ years of experience in the Australian Financial Planning, with at least 3 years in a dedicated Paraplanning role
  
• Professionalism and ability to work both independently and as part of a team
  
• Strong organizational skills and ability to multitask effectively
  
• Willingness to seek help or offer assistance when workload demands fluctuate
  
• Proficiency in Xplan software (essential)
  
• Excellent skills in Microsoft Word, Excel, and database systems
  
• Experience in financial advice processes, compliance, and implementation
  
• Solid knowledge of Xplan software (essential)
  
• Strong skills in Word, Excel, and keyboard usage
  
• Knowledge of Midwinter software (essential)
  
• Experience with electronic databases (essential)
  
• Excellent presentation and communication skills
  
• Ability to work independently in a small office if required
  
• Flexibility, high organization, and accustomed to handling multiple tasks
  

Benefits

Benefits: Flourish in Finance with Perks Designed for You!

• Day 1 HMO coverage
  
• Competitive salary package
  
• Permanent WFH setup
  
• Day shift schedule with 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
  

About the Client: Financial Futures, Elevated

Our client, Fruition Wealth, is a premier financial planning firm dedicated to simplifying wealth management for clients. With a deep commitment to transparency and tailored strategies, Fruition Wealth helps clients navigate the complexities of wealth building, insurance, and superannuation. Known for their meticulous approach to financial solutions and forward-thinking strategies, they are a trusted partner for individuals and businesses seeking a secure financial future.

Welcome to Emapta Philippines!

Discover a world of possibilities at Emapta, where your career takes flight in stability and growth. Join a team that thrives on camaraderie, supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration, innovation, and personal development. We provide you with the platform for your success, empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success, Emapta offers a stable foundation for your career. Team up with like-minded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.

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