AU Paraplanner | Day Shift | Day 1 HMO | Hybrid
EMAPTA Cebu City Full-time
Power Financial Futures with Precision and Insight
Bring your financial planning expertise to a global stage while staying grounded at home. Join a dynamic industry where your skills shape smart strategies and drive meaningful impact. This role offers the chance to build a global career, collaborate with international teams, and make your mark.Now's the time to grow without borders.
Job Description
As an AU Paraplanner, you'll craft accurate, compliant, and personalized financial advice documents, working closely with Authorised Representatives to uphold technical excellence, regulatory standards, and client-focused strategies.
Job Overview
Employment Type: Full-timeShift: Day shift
Work Setup: Hybrid, Cebu City
Perks: Day 1 HMO, Above-market salary, Global exposure
Exciting Perks Await!- Day 1 HMO coverage with free dependent
- Competitive Salary Package
- Hybrid work arrangement
- Prime office location in Cebu City (Conveniently accessible by PUVs, 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.)
- Unlimited upskilling through Emapta Academy courses (Want to know more? Visit https://bit.ly/EmaptaTrainingCalendar)
- 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
- 3+ years prior experience in Australian Paraplanning or Financial Adviser compliance is preferred
- Prior experience in dealing with financial advisers
- Experience in using all modules of Xplan software
- Extensive and up-to-date knowledge of Australian Financial Services licensees and their advisers
- Experience with all aspects of Microsoft Office as well as other relevant software applications
- Develop and construct quality, compliant advice documents and related collateral for CFP's Authorised Representatives
- Ensure accuracy, technical soundness, personalisation, 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 optimising the use of Paraplanning services
- Assist in developing and improving Paraplanning processes and procedures
- Participate in team projects aimed at enhancing internal services
- 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
- Assist in compiling and preparing adviser training materials and reports
- Facilitate workshops and deliver training presentations
- Participate in and contribute to the completion of assigned projects
About the Client: Empowering Independent Financial Advice with Trusted Expertise
Our client is a leading Australian financial services firm supporting independent advisers with comprehensive business solutions. With a strong commitment to ethical practices, technical excellence, and client success, they offer a dynamic environment where professionals can thrive.Be part of a team that prioritizes integrity, innovation, and collaboration in reshaping the financial advice landscape.
Who Are We: 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.Work with global clients across industries, supported by a stable foundation and like-minded professionals. Apply now and be part of the #EmaptaEra!
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