Paraplanner

Build Lasting Impact in Financial Planning Excellence

Discover a role that truly values your time-both at work and beyond. This opportunity offers the balance finance professionals seek, with predictable hours, weekends off, and a supportive culture that respects your personal priorities. Here, achieve career growth without compromising what matters most in your life.

As a Paraplanner, you will be instrumental in creating high-quality, compliant financial advice documents and supporting material for Authorised Representatives. Your role ensures accuracy, professionalism, and adherence to legislative guidelines, providing valuable assistance to financial advisers and helping them deliver exceptional service to their clients.

• Developing and constructing high-quality, compliant financial advice documents and relevant collateral for Authorised Representatives.
  
• Ensuring all created documents are accurate, technically sound, and personalized according to legislative requirements and guidelines.
  
• Overseeing advice document requests and collaborating with Authorised Representatives to maintain appropriateness and quality.
  
• Building and maintaining strong professional relationships with Authorised Representatives, representing the company with professionalism.
  
• Assisting in training and educating Authorised Representatives to maximize Paraplanning service utilization.
  
• Supporting the development and enhancement of processes and procedures for Paraplanning functions.
  
• Staying updated on industry rules, legislation, and obligations related to financial planning.
  
• Sourcing and evaluating technical resources and information relevant to financial advice.
  
• Attending industry technical update sessions to remain current on best practices.
  
• Compiling and preparing adviser training materials and reports as needed.
  
• Facilitating training workshops and delivering presentations for adviser education.
  
• Participating in ad hoc projects that enhance team services and support company objectives.
  

Requirements

The Expertise We Value

• Prior experience in Paraplanning or Financial Adviser compliance is preferred.
  
• Proven experience working with financial advisers.
  
• Proficiency with all modules of Xplan software.
  
• Extensive and current knowledge of Australian Financial Services licensees and their advisers.
  
• Experience with all aspects of Microsoft Office, as well as other relevant software applications.
  
• Excellent verbal and written communication skills.
  
• Strong computer literacy and time management skills.
  
• Ability to work independently, meet deadlines, and adapt to changing conditions.
  
• Capable of presenting to both small and large groups.
  
• Relevant tertiary qualifications are preferred, along with knowledge of the Australian Financial Services industry.
  
• Ability to maintain confidentiality, exhibit motivation, and engage effectively with a range of individuals.
  

Benefits

Advantages That Enrich Your Journey

• Day 1 HMO coverage
  
• Competitive Salary Package
  
• Prime office location in Cebu city
  
• 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
  

Empowering Financial Advisors Nationwide

Our client is a privately owned Australian Financial Services Licensee providing comprehensive business support to financial advisers and accountants. With a focus on compliance, technology solutions, marketing, and training, they deliver high-quality, unbiased support services that empower financial professionals to thrive. Their commitment to excellence and competitive fee structure make them a trusted choice across Australia.

About Emapta: Who We Are

At Emapta, we go beyond offering a job we offer a lifestyle. Our flexible work arrangements allow you to thrive in both your career and personal life. As part of Emapta, you'll gain exposure to global opportunities, a supportive environment, and a competitive compensation package that values your dedication. Enjoy working with a vibrant team while contributing to exciting projects and gaining insights into various industries. Emapta isn't just a workplace it's a career journey.

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