Deskripsi Pekerjaan
EMAPTA is seeking a dedicated Paraplanner to join our dynamic financial services team in Pampanga. This hybrid role offers an exceptional opportunity to work with global financial advisors while ensuring compliance with industry regulations and enhancing client outcomes. You'll be instrumental in supporting the development of high-quality financial strategies, conducting comprehensive research, and preparing critical documentation that empowers advisors to deliver exceptional service. With day shift hours, weekends off, and comprehensive benefits including Day 1 HMO coverage, this position provides an ideal work-life balance while building a long-term career with a leader in financial services.
As a key member of our advisory support team, you'll contribute to EMAPTA's mission of strengthening financial advice quality and improving client experiences. The hybrid work model allows flexibility while maintaining collaboration with global colleagues. This role is perfect for detail-oriented professionals passionate about financial planning and regulatory compliance, offering competitive compensation up to PHP80K per month.
Tanggung Jawab
- Conduct detailed financial research and analysis to support advisor recommendations
- Prepare compliant financial plans, statements of advice, and client documentation
- Verify accuracy of financial data and ensure adherence to regulatory requirements
- Collaborate with advisors to develop tailored client strategies and solutions
- Maintain up-to-date knowledge of industry regulations and compliance standards
- Support client meetings through preparation of materials and presentation support
- Contribute to process improvements within the paraplanning team
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 1-2 years of paraplanning or financial planning support experience
- Strong understanding of financial products and regulatory frameworks
- Proficiency in financial planning software and MS Office applications
- Exceptional attention to detail and analytical skills
- Excellent written and verbal communication abilities
- Ability to work independently in a hybrid environment