Financial Planning Administrator — Precision & Client Impact

Zig Zag Offshoring; Philippines; On-site; PHP 2,679,000 - 3,795,000; Full time

Benefits offered by this job

Supportive team environment

Opportunities for professional develop

Real impact on client outcomes

Job summary

ZigZag is seeking an AU Financial Planning Administrator to join our Advice Team. This role provides high-level administrative support within the Financial Planning Administration & Paraplanning Team, helping keep client data accurate and processes running smoothly.

You will work closely with financial advisers, paraplanners, and support staff, handling CRM entries, data updates, and policy research, while maintaining compliance and professional standards.

Qualifications

• 1+ year in financial planning industry.
• 2+ years in customer service.
• Strong attention to detail and time management.
• Experience with CRM systems and data entry; XPlan, IFF, FIN365 and MS Office.
• Excellent communication and organizational 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 activities.
• Enter client and policy data accurately into the system.
• Record notes and updates in CRM promptly and accurately.
• Conduct policy calls, obtain quotes, perform policy research and update paraplanning/client files.
• Ensure policy call prep meets business time/quality expectations.
• Prepare annual review packages with file setup and system updates.
• Follow detailed procedures and maintain documentation accuracy.
• Demonstrate understanding of paraplanning systems/tools or willingness to learn.
• Communicate clearly with third parties to ensure data accuracy and timely tasks.
• Provide adhoc admin support including reporting and presentations.

Skills

Financial planning experience

Customer service

Attention to detail

CRM systems

Data entry

MS Office

Tools

XPlan

IFF

FIN365

Job description

ZigZag is seeking an AU Financial Planning Administrator to join our Advice Team. This role provides high-level administrative support within the Financial Planning Administration & Paraplanning Team, helping keep client data accurate and processes running smoothly.

You will work closely with financial advisers, paraplanners, and support staff, handling CRM entries, data updates, and policy research, while maintaining compliance and professional standards.