Financial Planning Assistant

3 days ago

Ortigas, Philippines ZZ Connect Inc. Full time ₱1,500,000 - ₱3,000,000 per year

Zigzag is looking for a Financial Planning Administrator/Senior Customer Service and Admin (Finance) 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.

Job Type: Full-time

Benefits:

  • Additional leave
  • Company events
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Paid training

Work Location: In person

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