Deskripsi Pekerjaan
Join EMAPTA as a Paraplanner and become an integral part of our dynamic financial services team in Metro Manila. This is an excellent opportunity for finance professionals looking to advance their careers in a global work environment with comprehensive growth opportunities.
In this role, you will be responsible for preparing Statements of Advice (SoAs), modeling comprehensive financial plans, and providing essential support to our team of financial advisers. You will work closely with senior advisors to develop tailored financial solutions that meet clients' diverse needs and objectives.
This is a day shift, onsite position based in Quezon City, offering competitive compensation of up to PHP 100,000 inclusive of benefits. At EMAPTA, we are committed to your professional development and provide extensive training programs, mentorship from industry experts, and clear career advancement pathways both locally and internationally.
You will collaborate with cross-functional teams, analyze financial data, conduct research on market trends, and ensure compliance with regulatory standards. This position requires strong attention to detail, excellent analytical skills, and the ability to communicate complex financial concepts clearly to clients.
If you are passionate about financial planning and ready to take your career to the next level with a globally recognized organization, we encourage you to apply today.
Tanggung Jawab
- Prepare comprehensive Statements of Advice (SoAs) for clients with accuracy and attention to detail
- Develop and model financial plans tailored to individual client goals and circumstances
- Provide technical support to financial advisers on complex financial planning matters
- Conduct financial data analysis and research on market trends and investment opportunities
- Ensure compliance with regulatory requirements and company policies
- Maintain updated knowledge of financial products, regulations, and industry best practices
- Collaborate with cross-functional teams to deliver exceptional client service
- Document client interactions and maintain accurate records in compliance systems
Kualifikasi
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Professional certification such as CFP, CPA, or equivalent is highly preferred
- Minimum 2 years of experience in financial planning, paraplanning, or related financial services role
- Proficiency in financial planning software and Microsoft Office applications
- Strong analytical skills with the ability to interpret complex financial data
- Excellent attention to detail and organizational abilities
- Effective communication skills, both written and verbal
- Knowledge of Philippine financial regulations and compliance requirements