Financial Planning Administrator | Dayshift

Pasig City - Philippines

Monthly Salary: Not Disclosed

Posted on: 07-11-2025

Vacancies: 1 Vacancy

Job Summary

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.

Required Experience:

Manager

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 Te...