Onsite Paraplanner in Ortigas: Timely, Compliant Advice

Zig Zag Offshoring

Philippines

On-site

PHP 480,000 - 600,000

Full time

14 days+

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Job summary

ZigZag Offshoring is seeking a Paraplanner to join our team in Ortigas. You will prepare Statements of Advice and other client documentation in compliance with current regulations, using XPlan and related software.

The role requires a minimum of 3 years in financial planning, knowledge of Australian standards, and the ability to meet tight deadlines. This is an onsite, Monday to Friday role from 7am to 4pm Manila time.

Qualifications

Understanding of financial planning and advice documentation (Minimum DFP and RG146).
Understanding of current legal and industry regulations and frameworks.
Understanding of regulatory and industry obligations Organisation
Products and services
XPlan
XTools+
Risk Researcher
WealthSolver § Microsoft Office Suite

Responsibilities

Producing Statements of Advice of varying range of complexity in a timely manner as directed by the Licensee using XPlan and other software as directed by the Licensee.
Ensure that all time critical advice documents are sent within designated time frames
Ensure turnaround times and deadlines are appropriately managed.
Researching existing and potential replacement products in order to prepare the most appropriate recommendations for a client in an advice document, i.e. Product comparisons, insurance analysis.
Prepare advice in accordance with Best Interest Duty obligations and procedures.
Able to liaise with the Advice Team to follow up outstanding requirements.
Provide administrative support to the Senior Financial Planning Administrator, including but not limited to Policy Calls and APU preparations.
Remain up to date on our approved products and services.
Regularly review, understand and apply our Licensee standards.
Where there are team absences due to holidays, illness, provide relief support to those roles, taking on additional tasks and services to ensure the continued operations of the team.