Paraplanner | Fixed Dayshift

17 hours ago

Metro Manila Philippines Buscojobs Full time

ZigZag is looking for a Paraplanner to join our team.

You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pm Manila time.

With relocation package.

The purpose of this role is to provide quality, compliant and timely statements of advice in accordance with current legislation and licensee requirements.

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 or illness, provide relief support to those roles, taking on additional tasks and services to ensure the continued operations of the team.
Requirements
  • Financial: 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.
  • Knowledge of organisation products and services, XPlan, XTools+Risk Researcher, WealthSolver, Microsoft Office Suite.
  • Experience: At least 3 years financial planning industry experience.
  • At least 1 year customer service experience.
  • Strong understanding of the Australian financial planning industry.
#J-18808-Ljbffr

  • PARAPLANNER | Fixed Dayshift and Weekends Off!

    16 hours ago

    , , Philippines Qwrk. Full time

    Overview Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Qwrk. WHEN WAS THE LAST TIME YOU HAD FUN AT WORK? If you're a talented individual who loves challenges, be part of our growing team as a Paraplanner now! What’s in it for me? Be part of a Young, Motivated and...

  • Paraplanner | Fixed Dayshift

    2 weeks ago

    , Metro Manila, Philippines Zig Zag Offshoring Full time

    ZigZag is looking for a Paraplanner to join our team! *You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pmManila time The purpose of this role is to provide quality, compliant and timely statements of advice in accordance with current legislation and licensee requirements. Responsibilities Producing Statements of Advice of...

  • Australian Paraplanners

    7 days ago

    Philippines VA Platinum Full time ₱350,000 - ₱700,000 per year

    Do you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...

  • Paraplanner (AU Tax rates background) | WFH | DAYSHIFT

    4 days ago

    Manila, National Capital Region, Philippines Satellite Office Full time ₱120,000 - ₱180,000 per year

    PARAPLANNERWork for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme Apply now and discover the Satellite Office Candidate Experience – recognized as one of BEST among BPO companies worldwide.WHAT IS A PARAPLANNER?Our awesome client, a Finance Company based in Australia is looking for a...

  • Sales Team Lead + Dayshift

    16 hours ago

    , Metro Manila, Philippines Buscojobs Full time

    Overview About the job Telesales Team Lead We are a world-leading smart mobility SaaS company with over 2,000,000 subscribers across 23 countries and we are looking for a Telesales Team Lead to join our team. Our teams are collaborative, vibrant and fast-growing and all team members are empowered with the freedom to influence our business with ideas that...

  • Internal Paraplanner

    4 days ago

    Manila, National Capital Region, Philippines Emapta Full time ₱900,000 - ₱1,200,000 per year

    A World of Opportunities Awaits Our client has built a reputation as a trusted partner in financial planning, accounting, and business advisory-helping individuals, families, and businesses keep their future bright. With expertise spanning retirement planning, asset protection, and wealth creation, their team delivers tailored strategies backed by trust and...

  • Investment Reporting Analyst

    17 hours ago

    , , Philippines Buscojobs Full time

    Investment Reporting Analyst - Onsite Dayshift Location: Philippines | Onsite Posted today Job Description Operations is responsible for supporting the various trading, investment, and reporting activities of the firm. The core mission of the Operations group is to establish scalable investment workflows, ensure a controlled operating environment and deliver...

  • Australian Financial Planning Admin

    7 days ago

    Philippines VA Platinum Full time ₱250,000 - ₱500,000 per year

    Looking to continue your career in AU Financial Planning?Are you proficient in XPlan?Have an interest in implementation advise and preparing RoAs?Grow your career with usAbout the RoleYou will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the next set of superstars to train and grow alongside their...

  • Customer Support Specialist – Pasay

    2 weeks ago

    Manila, Philippines V-Call Center Link Inc. Full time

    Responsibilities Handle inbound and outbound customer calls in a professional and courteous manner. Resolve client issues efficiently while maintaining a high level of customer satisfaction. Provide accurate information about products, services, and policies. Document customer interactions and transactions clearly and thoroughly. Collaborate with other teams...

  • Customer Service Team Lead Local Account Dayshift

    1 week ago

    , Metro Manila, Philippines Buscojobs Full time

    Note: The original content contains multiple postings with inconsistent formatting. The refined version below preserves core information (job titles, locations, objectives, responsibilities, qualifications) and uses only allowed HTML tags per the guidelines. Customer Service Team Lead - Local Account Dayshift Pasig, Palawan Transec BPO Solutions Inc. ...