Paraplanner | Full Time Onsite | Start in 2026 | With Relocation Package & Signing Bonus
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Job Location:
Pasig City - Philippines
Monthly Salary:
Not Disclosed
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
*You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pm Manila time
*With transportation allowance!
*With relocation package!
*With signing bonus!
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 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 Organisation
Products and services
XPlan
XTools
Risk Researcher
WealthSolver Microsoft Office Suite
Experience
At least 1 yearfinancial planning industry experience
At least 1 year customers service experience
Strong understanding on the financial planning industry in Australia.
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
Key Skills
- Abinitio
- Administration And Accounting
- Android
- Bid Management
- Inventory Management
- Embedded C
