administration support - Financial PlanningZigZag Careers
Workplace: MetroManila, Manila, Pasig
Salary: Agreement
Work form: Full time
Posting Date: 08/11/2025
Deadline: 21/12/2020
The role would require the suitable candidate to work from home full time under the current COVID conditions.
We are seeking a team member to assist in the administration tasks to support both our Paraplanning and Financial Advice teams.
What You'll Do:
Carry out policy calls and the data entry and ongoing administration associated
Assist with the requesting of Insurance Quotes and follow-up
Monitoring of submission and progress of administration documents such as Information Authorities
Complete product comparison reports and analysis, including research and contacting providers for specific client portfolio information.
Data entry, including updating of client files and maintaining accuracy
Research of existing investment and insurance products
Liaising with insurance firms, superannuation funds and other platforms
Who You Are:
At least two years experience in the Financial Planning industry
XPLAN experience is desirable
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Jazz
We are seeking a team member to assist in the administration tasks to support both our Paraplanning and Financial Advice teams.
What You'll Do:
Carry out policy calls and the data entry and ongoing administration associated
Assist with the requesting of Insurance Quotes and follow-up
Monitoring of submission and progress of administration documents such as Information Authorities
Complete product comparison reports and analysis, including research and contacting providers for specific client portfolio information.
Data entry, including updating of client files and maintaining accuracy
Research of existing investment and insurance products
Liaising with insurance firms, superannuation funds and other platforms
Who You Are:
At least two years experience in the Financial Planning industry
XPLAN experience is desirable
Powered by JazzHR
Jazz
Other Info
Pasig City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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ZigZag Careers
About the company
Position administration support - Financial Planning recruited by the company ZigZag Careers at MetroManila, Manila, Pasig, Joboko automatically collects the salary of , finds more jobs on Administration Support - Financial Planning or ZigZag Careers company in the links above