This job is unavailable.
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 Senior 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.
Schedule: Day Shift Mon Fri 05:00 AM 02:00 PM
Work Arrangement: Onsite Makati
Salary: PHP 50000 to 90000 with Signing Bonus
- 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
- Education: Bachelor s degree in Business Accounting or a related field.
- Experience: 45 years of experience in Paraplanning.
- Certifications: Diploma in Financial Planning (RG 146 certified).
- Technical Skills: Experience using XPLAN software.
- Attention to Detail: High attention to detail flexible and resultsdriven.
- Communication: Excellent oral and written communication skills.
- Organizational Skills: Strong organizational skills.
- Interpersonal Skills: Good interpersonal skills.
- Pressure Management: Ability to work well under pressure and adhere to deadlines.
- Software Proficiency: Proficient with Outlook and MS Office software.
Benefits
Perks of Precision: What s in It for You
- Competitive Package
- Prime Office Location: Makati
- Day Shift Schedule: 5 AM 2 PM Monday to Friday
- Employee Referral Incentives: Unlimited opportunities across the organization
- Standard Benefits: Government and Emapta benefits
- Annual Leave: Total of 20 days to be used at your discretion
- Employee Engagement: Fun activities for employees
- Mentorship: Exposure to global leaders and teams
- Upskilling: Opportunities through Emapta Academy
- Career Growth: Opportunities for advancement
- Work Environment: Diverse and supportive
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
Paraplanner Prerequisites: Skills for Success Education: Bachelor s degree in Business, Accounting, or a related field. Experience: 4-5+ years of experience in Paraplanning. Certifications: Diploma in Financial Planning (RG 146 certified). Technical Skills: Experience using XPLAN software. Attention to Detail: High attention to detail, flexible, and results-driven. Communication: Excellent oral and written communication skills. Organizational Skills: Strong organizational skills. Interpersonal Skills: Good interpersonal skills. Pressure Management: Ability to work well under pressure and adhere to deadlines. Software Proficiency: Proficient with Outlook and MS Office software.
- Prime Office Location: Makati
- Experience: 45 years of experience in Paraplanning.
- Research technical strategies and products.
Could this job be the one?
Login to ApplyBe careful – Don’t provide your bank or credit card details when applying for jobs. Don’t transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad.
