Paraplanning & Admin Support Specialist

Zohorecruit; Pasig; On-site; PHP 335,000 - 469,000; Full time

Benefits offered by this job

Leaves entitlement

HMO

Life insurance on hire

Job summary

Deployed Philippines Inc in Pasig, Philippines, is hiring for a role focused on processing new business applications and paraplanning support for NZ insurance products. The successful candidate will handle client communications via email, gather missing information, and coordinate with advisers to progress applications while keeping records for audit.

Training is provided for paraplanning tasks, including SoA reports, product research, and KiwiSaver planning.

Qualifications

• Clear written/email communication with clients and advisers.
• Ability to manage multiple follow-ups and outstanding items.
• Strong initiative and good judgment.
• Role requires ownership and ability to follow through with minimal direction.

Responsibilities

• Assist with processing and submission of new business applications, ensuring documentation is complete and accurate, and track through underwriting.
• Paraplanning training provided to prepare advice reports (Statements of Advice) and related KiwiSaver planning and product comparisons.

Skills

Email communication

Client liaison

Attention to detail

Ownership

Job description

Deployed Philippines Inc in Pasig, Philippines, is hiring for a role focused on processing new business applications and paraplanning support for NZ insurance products. The successful candidate will handle client communications via email, gather missing information, and coordinate with advisers to progress applications while keeping records for audit.

Training is provided for paraplanning tasks, including SoA reports, product research, and KiwiSaver planning.