Navigate Risk, Safeguard Wealth, and Empower Financial Security

The financial world can be complex, but our client makes it simple. As a trusted advisory firm, they offer tailored solutions in wealth management, retirement planning, and personal risk insurance. By combining expertise with a client-first approach, they help individuals and families protect what matters most—ensuring financial confidence today and generational security for the future.

Job Description

As an AU Financial Planning Assistant, you will support financial advisers in delivering risk advice to new and existing clients. Working within the compliance framework, you will manage client policies, oversee risk strategy implementation, and ensure seamless financial services. Join a trusted South Australian advisory firm and help clients navigate finance with confidence.

Job Overview

• Manage the annual risk renewal process by renewing or amending existing policies, preparing quotes, and following up on overdue payments with clients.
  
• Ensure the financial adviser is prepared for client meetings by providing all necessary insurance schedules in advance and offering general administrative support.
  
• Onboard risk clients in compliance with the agreed process and regulatory requirements, ensuring accuracy and timeliness.
  
• Implement risk strategies by preparing, submitting, and following up on applications and associated client documentation.
  
• Maintain and update client records and documentation in FP systems (Xplan or similar) and Worksorted.
  
• Respond to client inquiries and liaise with other professional advisers.
  

Quality, Productivity & Planning

• Perform work to agreed standards and deadlines according to the company’s workflow schedule, ensuring adherence to established systems, processes, and procedures.
  
• Effectively manage time to produce high-quality work within required timeframes, minimizing rework.
  
• Conduct regular workflow meetings with advisers to track progress and resolve any arising issues.
  

Personal & Professional Development

• Continuously improve skills and knowledge in financial services through necessary training and development.
  
• Act on feedback and identified improvement opportunities from formal and informal reviews and audits.
  
• Attend internal and external training and personal development sessions as required and approved.
  

The Qualifications We Seek

• Minimum 2 years of experience as a Client Services Manager (investment with some risk) or in insurance provider administration (underwriting, case management, adviser support).
  
• Experience dealing directly with clients in Australia.
  
• Strong implementation experience in financial services.
  
• Proficiency in FP systems (Xplan or similar) and MS Office.
  
• Expertise in various types of cover, including Life, Income Protection, and TPD insurance.
  
• Knowledge of product providers and experience with quoting and lodgment systems.
  
• Familiarity with medical conditions and relevant industry terminology.
  
• Understanding of the risk advice process, including application and implementation administration.
  
• Exceptional attention to detail and accuracy.
  
• Strong time and workload management skills.
  
• Excellent problem-solving, organization, written, and oral communication skills.
  
• Ability to collaborate effectively and adapt to industry changes through self-learning.
  
• Strong client relationship management skills.
  

Personal Attributes

• Team-oriented mindset.
  
• Positive, can-do attitude.
  
• Detail-oriented with strong organizational skills.
  
• Empathetic and emotionally intelligent.
  
• Committed to continuous learning.
  
• Adaptable and flexible in a dynamic work environment.
  

Exciting Perks Await!

• HMO coverage with free dependent upon regularization
  
• Competitive Salary Package
  
• Permanent WFH arrangement
  
• Day shift schedule
  
• Fixed weekends off
  
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit https://bit.ly/EmaptaTrainingCalendar)
  
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
  
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
  
• 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 (including 5 credits convertible to cash)
  
• Fun engagement activities for employees
  
• Mentorship and exposure to global leaders and teams
  
• Career growth opportunities
  
• Diverse and supportive work environment
  

Welcome to Emapta Philippines!

Join a team that values excellence, collaboration, and professional growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta offers a stable career with competitive compensation, global exposure, and a culture of continuous learning. Work with international clients, sharpen your expertise, and grow within a company that invests in your success. Be part of a supportive environment that fosters innovation, career development, and meaningful impact. Apply now and step into the #EmaptaEra!