Deliver Compliant Financial Advice for Australian Wealth Professionals
The success of every financial planning practice depends on well-prepared advice documents, technical research, and compliant documentation. As an Australian Paraplanner, you'll enable advisers to deliver high-quality financial advice by preparing compliant SOAs and ROAs, conducting technical research, and maintaining accurate Xplan records that support informed financial decisions. Through Emapta, you'll build a rewarding global career supporting high-performing wealth advisory teams serving Australian clients while experiencing what it's like to be part of the Top 1% Talent-backed by career development, international exposure, long-term stability, and a workplace recognized for excellence.
Job Overview
Employment Type: Full-time
Shift: Day Shift, Weekends Off
Work Setup: Onsite, Makati
Salary: PHP110,000 + Sign-On Bonus
The Qualifications We Seek
- Bachelor's degree in any discipline
- Minimum of 3 years of Australian paraplanning experience
- Strong Xplan experience, including preparing and maintaining SOAs, ROAs, client records, and advice documentation
- Strong understanding of Australian financial planning documentation, compliance standards, and advisory support processes
- RG146 or Diploma of Financial Planning certification is preferred
- Excellent written and verbal communication skills, with the ability to prepare clear client correspondence and high-quality documentation
- Strong attention to detail, accuracy, organization, and ability to manage multiple deadlines in a fast-paced advisory environment
- Proficiency in Microsoft Office and Outlook
- Proactive, results-oriented, solution-focused, and able to work independently while collaborating with advisory teams
- Strong interpersonal, prioritization, and problem-solving skills
- Amenable to the required work arrangement, with a sign-on bonus available
Your Daily Tasks
- Develop SOAs, ROAs, financial plans, strategy notes, projections, charts, and calculations aligned with Australian compliance standards
- Conduct research on advice strategies, investment options, and insurance products to support adviser recommendations
- Gather and organize technical information, analysis, and supporting documents for advice preparation and client reviews
- Update Xplan with accurate client records, portfolio details, review notes, and advice documentation
- Prepare investment, insurance, and other application paperwork required for adviser and client workflows
- Manage administrative tasks, documentation, and supporting materials for ongoing financial planning services
- Create professional correspondence and client communication materials on behalf of advisers
Exciting Perks Await!
- Competitive Salary Package with Sign-on Bonus
- Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
- HMO coverage with free dependent upon regularization
- Free monthly team lunch
- Fixed weekends off
- 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://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 (any unused leaves will be carried over)
- Fun engagement activities for employees
- Mentorship and exposure to global leaders and teams
- Career growth opportunities
- Diverse and supportive work environment
Join the Top 1% Talent. A Better Career. A Better Life.
Welcome to Emapta Philippines, where high-performing professionals build long-term global careers with leading international companies. Recognized as one of HR Asia's Best Companies to Work For in Asia 2025 and winner of Inspiring Workplaces Australasia 2026, Emapta delivers a workplace defined by stability, growth, and purpose. Here, your career moves forward with meaningful opportunities, world-class support, and a culture built for excellence.
Apply now and be part of the #EmaptaEra.
