Financial Planning Admin: Paraplanning Support

ZigZag Philippines; Pasig; On-site; PHP 335,000 - 603,000; Full time

Benefits offered by this job

Signing bonus

Job summary

ZigZag Philippines is seeking an AU Financial Planning Administrator to join our Advice Team in Metro Manila. This role provides high-level administrative support, focusing on client data, paraplanning tasks, and process accuracy to help deliver compliant, efficient financial advice.

The ideal candidate has at least 1 year in financial planning and 2 years in customer service, with experience in CRM systems and XPlan, IFF, FIN365, and Microsoft Office.

Qualifications

• At least 1 year in the financial planning industry.
• At least 2 years in customer service.
• 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.

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.

Skills

Detail oriented

Time management

Communication

Organisational abilities

Tools

CRM systems

XPlan

IFF

FIN365

Microsoft Office

Job description

ZigZag Philippines is seeking an AU Financial Planning Administrator to join our Advice Team in Metro Manila. This role provides high-level administrative support, focusing on client data, paraplanning tasks, and process accuracy to help deliver compliant, efficient financial advice.

The ideal candidate has at least 1 year in financial planning and 2 years in customer service, with experience in CRM systems and XPlan, IFF, FIN365, and Microsoft Office.