AU Financial Planning Administrator | Fixed Dayshift & Weekends Off | Onsite

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 looking for an AU Financial Planning Administrator to join our team!

Role Purpose:

This role is responsible for the provision of high-level administrative support to the Advice Team, working within the Financial Planning Administration & Paraplanning Team.

Are you detail-oriented, tech-savvy, and passionate about delivering exceptional support in a financial services environment? Join our dynamic team, where your precision and proactive mindset will help drive client success and operational excellence.

Key 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 insurance quotes, complete policy research and update paraplanning and client files.
• Ensure policy call preparation meets business expectations with respect to time and quality.
• Prepare annual review packages, including file setup and system updates.
• Follow detailed procedures and maintain accuracy in documentation.
• Demonstrate a high-level understanding of paraplanning systems and tools or a willingness to learn.
• Ensure clear communication with third parties to ensure the accuracy of data collected and the timely turnaround of all associated tasks.
• Provide adhoc administrative support that may include reporting, presentation creation and general duties.

Who will you be working with?

• Internally you will work with financial advisers, accountants, finance brokers to support the clients financial plan
• Your peers will include client service administrators and paraplanners, collaborating with and learning from, supporting team members in delivering outcomes.
• Paraplanning Manager, daily to discuss workflow and outstanding requirements for completion of tasks by due dates
• Superannuation and Investment Platforms, insurance providers, liaising with product
• providers to obtain updated information

About You

• At least 1 year financial planning industry experience
• At least 2 year customers service experience
• Strong attention to detail and time management skills.
• Experience with CRM systems and data entry and XPlan, IFF, FIN365 and Microsoft Office suite
• Excellent communication and organisational abilities.
• Familiarity with financial services or paraplanning tools is a plus.
• Commitment to compliance and professional standards.

What We Offer

• Supportive team environment.
• Opportunities for professional development.
• A role that makes a real impact on client outcomes.

Ready to bring your skills to a team that values precision, integrity, and client care?

ZigZag is committed to building a diverse, inclusive, and equitable workplace. We believe that talent knows no borders, and we welcome individuals from all backgrounds to help us shape the future of work. Guided by transparency and agility, we foster an environment where everyone is valued and empowered to thrive.

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