AU Financial Planning Administrator | Fixed Dayshift & Weekends Off | Onsite

Philippinesmid

Finance & AccountingFinancial Planning

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Quick Summary

Overview

Zigzag is looking for an AU 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,

Technical Tools

Finance & AccountingFinancial Planning

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.

Responsibilities

~1 min read

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Maintain CRM projects to ensure timely completion of all activities.
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Accurately enter client and policy data into the system.
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Record notes and updates in CRM promptly and accurately.
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Conduct policy calls, request insurance quotes, complete policy research and update paraplanning and client files.
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Ensure policy call preparation meets business expectations with respect to time and quality.
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Prepare annual review packages, including file setup and system updates.
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Follow detailed procedures and maintain accuracy in documentation.
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Demonstrate a high-level understanding of paraplanning systems and tools or a willingness to learn.
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Ensure clear communication with third parties to ensure the accuracy of data collected and the timely turnaround of all associated tasks.
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Provide adhoc administrative support that may include reporting, presentation creation and general duties.

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

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.