Financial Planning Administrator | Dayshift
2 weeks ago
Zigzag is looking for a Financial Planning Administrator to join our team Role Purpose This role is responsible for the provision of high-level administrative support to the Advice Team, working within the Financial Planning Administration & Paraplanning Team. Are you detail-oriented, tech-savvy, and passionate about delivering exceptional support in a financial services environment? Join our dynamic team, where your precision and proactive mindset will help drive client success and operational excellence. Key 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. Who will you be working with? Internally you will work with financial advisers, accountants, finance brokers to support the clients financial plan. Your peers will include client service administrators and paraplanners, collaborating with and learning from, supporting team members in delivering outcomes. Paraplanning Manager, daily to discuss workflow and outstanding requirements for completion of tasks by due dates. Superannuation and Investment Platforms, insurance providers, liaising with product providers to obtain updated information. About You At least 1 year financial planning industry experience. At least 2 year customers service experience. 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. What We Offer Supportive team environment. Opportunities for professional development. A role that makes a real impact on client outcomes. Ready to bring your skills to a team that values precision, integrity, and client care? Apply now and help us shape the future of financial advice. ZigZag is committed to building a diverse, inclusive, and equitable workplace. We believe that talent knows no borders, and we welcome individuals from all backgrounds to help us shape the future of work. Guided by transparency and agility, we foster an environment where everyone is valued and empowered to thrive. #J-18808-Ljbffr
-
Australian Financial Planning Admin
6 days ago
Philippines VA Platinum Full time ₱250,000 - ₱500,000 per yearLooking 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...
-
Bookkeeper l Onsite and Dayshift
2 weeks ago
, , Philippines MicroSourcing Full timePosition Bookkeeper - Onsite and Dayshift (Cebu) Location & Work Setup Cebu, Philippines. Onsite. Dayshift. Benefits & Why Join Competitive Rewards: above-market compensation, healthcare coverage day one, dependents coverage, paid time off with cash conversion, group life insurance, and performance bonuses. A Collaborative Spirit: Positive work environment...
-
Finance Administrator | Dayshift | Onsite
3 weeks ago
, , Philippines Zig Zag Offshoring Full timeZigzag is looking for a Financial Planning Administrator to join our team! Role Purpose This role is responsible for the provision of high-level administrative support to the Advice Team, working within the Financial Planning Administration & Paraplanning Team. Are you detail-oriented, tech-savvy, and passionate about delivering exceptional support in a...
-
Financial Controller
2 weeks ago
, Davao del Sur, Philippines VA PLATINUM PTY LTD INC. Full timeBe one of VA Platinum's Leaders! About VA Platinum We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary, from our superstar staff to our business coaching services, our culture, and our impressive systems. About the Role The Financial Controller is primarily responsible for planning,...
-
Financial Planning
2 days ago
Philippines Chubb Full time ₱1,500,000 - ₱2,500,000 per yearDescriptionFinancial Planning & Analysis Lead Summary: We are seeking a detail-oriented, highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills,...
-
Financial Planning
2 days ago
Philippines Chubb Insurance Full time ₱1,500,000 - ₱2,500,000 per yearFinancial Planning & Analysis Lead Summary: We are seeking a detail-oriented, highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid...
-
Financial Planning Assistant
2 weeks ago
, Metro Manila, Philippines Index Wealth Full timeJoin Our Team at Index Wealth – Remote Roles (Philippines-based) Index Wealth is a financial planning firm in Australia, specialising in retirement planning services including superannuation and insurance. We have a dedicated full‑time support team in the Philippines, working closely with our financial advisers to process client files from start to...
-
Financial Planning and Analysis
2 days ago
Philippines OnlyExperts Full time ₱1,200,000 - ₱2,400,000 per yearJob Title: Financial Planning and Analysis (FP&A) ManagerJob Summary: The FP&A Manager is responsible for overseeing the financial planning, budgeting, forecasting, and analysis processes within the organization. This role requires strong analytical skills, financial acumen, and the ability to communicate complex financial information to stakeholders across...
-
, , Philippines Dlsu Full timeReference Number: 2425B-44 Date Posted: 28 April 2025 Closing Date: Open until filled Salary: Confidential Job Description/Summary: The Director of Financial Planning & Analysis (FP&A) is a strategic leadership role responsible for directing the organization’s financial planning, forecasting, and analysis activities. This position provides critical...
-
Financial Planning and Analysis Analyst
3 weeks ago
, , Philippines IQEQ Full timeCompany Description IQ-EQ is a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of...
