Senior Paraplanner

Join the elite global team at Mann Judd Advisory

Recipient of the Prestigious Client Choice Awards for Best Accounting and Consulting Services Firm from 2020 to 2022 and Best Professional Service Firm in 2021

Supercharge your career and align yourself with unparalleled excellence at Mann Judd Advisory. With a legacy spanning nearly a decade the firm stands as a beacon of success in the accounting and advisory realm. From guiding multinational corporations to nurturing startups it specializes in delivering tailored solutions across a spectrum of services including accounting auditing tax advice and corporate finance. As a proud member of HLB International its global network amplifies its impact allowing it to navigate complex challenges and unlock opportunities on a worldwide scale.

The firms illustrious history is rooted in a commitment to people its clients its team and its communities. Its values Valuable Accessible Supportive and Trustworthy serve as the cornerstone of its culture driving it to exceed expectations and make a lasting impact.

Ready to join a team that champions excellence and fosters growth Step into the future of your career with Mann Judd Advisory as a Senior Paraplanner. Apply today and become part of an extraordinary legacy of success.

Great reasons why you should choose us:

• Comprehensive HMO coverage: With the option to include up to two dependents ensuring your familys wellbeing every step of the way.
  
• Competitive Package: We value your contributions and ensure youre rewarded accordingly.
  
• Prime office location: Work in a vibrant and accessible environment that inspires productivity with unlimited free access to our office gym in Ortigas and Makati.
  
• Day shift schedule: Enjoy a worklife balance with regular hours that allow you to make the most of your personal time.
  
• Standard government and Emapta benefits: Weve got you covered with all the essentials.
  
• Generous annual leave: Take advantage of 20 annual leave days with the opportunity to add 2 more as you celebrate each work anniversary (maximum of 10 leave credits).
  
• Engaging activities: Join our teambuilding events celebrate holidays and support meaningful causes together.
  
• Loyalty incentives: As a token of our appreciation receive a cash bonus annually starting from your third year with us.
  
• Mentorship and exposure: Learn from global leaders and collaborate with talented teams to enhance your skills and broaden your horizons.
  
• Upskilling opportunities: Grow both personally and professionally through our Emapta Academy programs.
  
• Career advancement: Were committed to your growth and offer clear pathways for progression.
  
• Regular performance reviews: Receive constructive feedback and salary appraisals twice a year to recognize your achievements.
  
• Inclusive work environment: Join a diverse and supportive team where everyones contributions are valued and respected.
  

A Preview of Your Role

As a Senior Paraplanner you will research and document holistic wealth solutions including exploring alternative superannuation and investment products preparing file notes and evaluating various wealth strategies. Youll be responsible for preparing the necessary SoA request information for our outsourcing firm TDO and in some cases you may need to prepare a SoA or Strategy Document independently using Xplan.

Gear Up for Success: Essential Qualifications

Prepare HighQuality SoAs & Strategy Documents

• Receive briefings from the adviser/secondary adviser.
  
• Research and document holistic wealth solutions including alternative superannuation and investment products file notes and alternative wealth strategies.
  
• Prepare necessary SoA request information for our outsourcing firm TDO. Prepare SoA or Strategy Documents independently using Xplan when needed.
  
• Answer all questions and queries from TDO.
  
• Review and edit the SoA documents produced by TDO.
  
• Brief the Client Services Manager on required implementation documents.
  
• Liaise with the adviser/secondary adviser to finalize the SoA or Strategy Document and make any required edits in conjunction with TDO and Xplan if appropriate.
  
• Print and collate the SoA or Strategy Document including supporting documents research reports and PDSs in preparation for client meetings.
  

Prepare SoA Presentation Documents

• Create a clientfriendly version of the SoA using our presentation template.
  
• Liaise with the Client Services Manager to finalize the implementation schedule.
  
• Liaise with the adviser/secondary adviser to finalize the presentation document and make any required edits.
  

Prepare RoAs When Required

• Prepare a Portfolio Analysis if instructed.
  
• Liaise with the adviser/secondary adviser to finalize investment changes.
  
• Prepare RoA letters or emails using our templates.
  
• Liaise with the adviser/secondary adviser to finalize the RoA and make any required edits.
  
• Print and collate the RoA document including supporting documents research reports and PDSs in preparation for client meetings.
  
• Review RoAs prepared by other team members if needed.
  

External Relationship Management

• Liaise with our outsourcing firm TDO as the key point of contact for our team.
  
• Contact external product providers to conduct research if needed.
  
• Act as the Xplan support person for the team.
  
• Handle IOOF Tech inquiries.
  
• Train other team members on SoA and RoA processes if requested.
  
• Ensure adherence to firm standards of service to clients within the division.
  
• Assist the team with administrative duties when required.
  
• Generate investment reports on an adhoc basis.
  

Your Impact: Unveiling Key Responsibilities

• Minimum of 3 years experience in paraplanning or financial adviser compliance
  
• Undergraduate Degree
  
• Advanced Diploma in Financial Planning
  
• Previous experience in the industry (superannuation investments insurance)
  
• 35 years of paraplanning experience
  
• Proficiency in Xplan (including Wealth Solver)
  
• Proficiency in Word (including knowledge of styles sections headers & footers tables table of contents mail merges track changes bullets and automatic numbering)
  
• Knowledge of Excel and PowerPoint
  
• Ability to utilize internet and email applications (e.g. Outlook)
  

Mann Judd Advisory x Emapta Philippines

Embark on a transformative journey with Mann Judd Advisory powered by our strategic partnership with Emapta. This collaboration offers Filipinos the opportunity to join our international team without leaving the country. As part of Emapta Mann Judd Advisory extends its reach providing premium global opportunities to local talents. Experience the best of both worlds worldclass expertise from Mann Judd Advisory coupled with the stability and growth offered by Emapta. Join a community that values camaraderie and excellence where your contributions are recognized and rewarded with competitive compensation packages. Together lets create a better future with Mann Judd Advisory and Emapta.

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