AU Financial Planning Admin: Precision Paraplanning Support

zigzag; Philippines; On-site; PHP 260,000 - 380,000; Full time

Benefits offered by this job

Professional development opportunities

Supportive team environment

Impact on client outcomes

Job summary

Zigzag is seeking an AU Financial Planning Administrator to join our team in the Philippines. This role provides high-level administrative support to the Advice Team within the Financial Planning Administration & Paraplanning Group, ensuring accuracy and efficiency across client files and policy records.

You will manage CRM projects, enter client data, coordinate with paraplanners, and support reporting, while developing knowledge of paraplanning tools such as XPlan, IFF, FIN365, and the

Qualifications

• Proven experience with CRM systems and data entry.
• Familiarity with paraplanning tools is a plus.
• Strong time management and organizational skills.

Responsibilities

• Maintain CRM projects to ensure timely completion of all activities.
• Accurately enter client and policy data into the system.
• Record notes and updates in CRM promptly and accurately.
• Conduct policy calls, request quotes, complete policy research and update files.
• Prepare annual review packages and update systems.
• Follow procedures and maintain documentation accuracy.
• Demonstrate understanding of paraplanning tools or willingness to learn.
• Communicate data collection and task turnaround with third parties.

Skills

CRM systems

Data entry

Time management

Attention to detail

Communication skills

Tools

XPlan

IFF

FIN365

Microsoft Office

Job description

Zigzag is seeking an AU Financial Planning Administrator to join our team in the Philippines. This role provides high-level administrative support to the Advice Team within the Financial Planning Administration & Paraplanning Group, ensuring accuracy and efficiency across client files and policy records.

You will manage CRM projects, enter client data, coordinate with paraplanners, and support reporting, while developing knowledge of paraplanning tools such as XPlan, IFF, FIN365, and the