Paraplanner

Meet Our Client: Leading the Way in Holistic Financial Planning

In the realm of financial planning our client stands out as a distinguished firm with a national presence. With offices in Canberra and Sydney they specialize in comprehensive services including wealth creation retirement planning risk protection and more. Our client is committed to offering transparent and holistic advice ensuring that your financial goals are met seamlessly. Their strategic approach focuses on their partners entire financial situation providing a tailored plan for short medium and longterm objectives. Join our client in navigating the dynamic landscape of financial planning with expertise and excellence.

As a Paraplanner you will be pivotal in delivering and maintaining efficiencies within the Financial Planning team by handling a range of administrative functions and addressing client service needs. Your responsibilities will include preparing Financial Plan/Statement of Advice documents which encompass technical graphs projections client information strategy details and costs.

Your Path to Precision: Paraplanner Career Awaits

DaytoDay Duties: Your Role in Financial Excellence

• Prepare Financial Plan/Statement of Advice documents including technical graphs projections client information strategy details and costs.
  
• Research technical strategies and products.
  
• Prepare investment and insurance application forms.
  
• Prepare review documentation for existing clients.
  
• Write and send business correspondence to clients.
  

Requirements

Paraplanner Prerequisites: Skills for Success

• Graduate of any bachelor s degree.
  
• Diploma in Financial Planning (RG 146 certified).
  
• Experience using XPLAN software.
  
• High attention to detail flexible and resultsdriven.
  
• Excellent oral and written communication skills.
  
• Strong organizational skills.
  
• Good interpersonal skills.
  
• Ability to work well under pressure and adhere to deadlines.
  
• Proficient with Outlook and MS Office software.
  

Benefits

Perks of Precision: What s in It for You

• Day 1 HMO coverage
  
• Competitive Package
  
• Prime office location (Makati)
  
• Day shift schedule
  
• 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
  
• Fun engagement activities for employees
  
• Mentorship and exposure to global leaders and teams
  
• Upskilling through Emapta Academy
  
• Career growth opportunities
  
• Diverse and supportive work environment
  

Who are we

Discover a world of possibilities at Emapta where your career takes flight in stability and growth. Join a team that thrives on camaraderie supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration innovation and personal development. We provide you with the platform for your success empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success Emapta offers a stable foundation for your career. Team up with likeminded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.

#EmaptaExperience