Paraplanner | AU Exp | Hybrid | Weekends Off | Up to PHP85K + Sign-On Bonus

Advance Australian Financial Advice Through Expert Paraplanning

Through Emapta, you'll build a rewarding global career with hybrid flexibility, a sign-on bonus, continuous professional development, and the Top 1% talent experience designed for professionals with proven Australian paraplanning expertise.

Snapshot

Salary: Up to PHP 85,000 + Sign-On Bonus

• Day 1 HMO coverage with free dependent
• Competitive Salary Package with sign-on bonus
• Fixed weekends off
• Prime office location in Metro Manila, Pampanga, and Cebu (Conveniently accessible by PUVs, with nearby restaurants and banks)
• Fully customized Emapta laptop with peripherals
• 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: https://emapta.com/training-calendar/)
• 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

• 3-5 years of Australian (AU) paraplanning experience (non-negotiable)
• Experience working directly with Australian financial advisers and supporting the paraplanning process
• Strong working knowledge of Xplan software
• Solid understanding of Australian financial services regulations, licensee requirements, and financial products
• Relevant tertiary qualification in Finance, Business, or a related field is preferred
• Proficiency in Microsoft Office and other relevant business applications
• Excellent verbal and written communication skills
• Strong time management skills with the ability to meet deadlines and manage multiple priorities
• Ability to work independently while maintaining a high level of integrity and confidentiality
• Willing to work in a hybrid setup in Metro Manila, Pampanga, or Cebu

• Prepare detailed and compliant advice documents, reports, and supporting materials for Authorised Representatives
• Manage advice document requests, priorities, and deadlines to ensure timely completion
• Review all documentation for accuracy, technical quality, and alignment with relevant legislation and advice standards
• Work closely with advisers to support high-quality advice delivery and maintain regulatory compliance
• Build productive relationships with Authorised Representatives through responsive communication and reliable support
• Guide advisers on paraplanning workflows, documentation requirements, and process expectations
• Support workflow improvements, process consistency, and service delivery enhancements
• Stay updated on financial planning legislation, product strategies, and industry best practices
• Contribute to strategic initiatives that improve paraplanning quality, efficiency, and adviser support
• Attend technical update sessions and support the preparation of adviser training materials and workshops

Join the Top 1% Talent. A better career. A better life.

Collaborate with global teams, build meaningful expertise, and grow in a culture that prioritizes both performance and well-being.

Apply now and experience the difference!