para plannerZigZag Careers
Salary: Agreement
Work form: Full time
Posting Date: 31/01/2026
Deadline: 23/10/2021
ZigZag is looking for a Paraplanner to join our growing team!
Join an Australian privately-owned financial planning business, providing advice for 30 years in:
Superannuation
Investment
Insurance
Estate Planning
Accountant and Taxation
Debt Management
Borrowing to Invest Strategies
We are a dynamic and growing organisation and require motivated team members who strive to achieve business goals.
What You'll Do:
Preparing Statement of Advice (SoA) documents. The advice areas that can be addressed in an SoA include: Superannuation, Insurance, Retirement planning, Cash Flow, Investments, Social Security, Estate Planning, Borrowing to Invest (Gearing).
Prepare Records of Advice (RoA) documents from information collected during annual review meetings.
Research financial and insurance products.
Contact product providers to obtain client specific information.
Perform modelling and comparisons for product and advice strategies.
Continuous update of processes, regulations and standards.
Who You Are:
RG146 is desired but not required
Previous XPLAN experience desirable
*Temporary work from home
*Dayshift, Monday - Friday
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ZigZag Careers
Join an Australian privately-owned financial planning business, providing advice for 30 years in:
Superannuation
Investment
Insurance
Estate Planning
Accountant and Taxation
Debt Management
Borrowing to Invest Strategies
We are a dynamic and growing organisation and require motivated team members who strive to achieve business goals.
What You'll Do:
Preparing Statement of Advice (SoA) documents. The advice areas that can be addressed in an SoA include: Superannuation, Insurance, Retirement planning, Cash Flow, Investments, Social Security, Estate Planning, Borrowing to Invest (Gearing).
Prepare Records of Advice (RoA) documents from information collected during annual review meetings.
Research financial and insurance products.
Contact product providers to obtain client specific information.
Perform modelling and comparisons for product and advice strategies.
Continuous update of processes, regulations and standards.
Who You Are:
RG146 is desired but not required
Previous XPLAN experience desirable
*Temporary work from home
*Dayshift, Monday - Friday
Powered by JazzHR
ZigZag Careers
Other Info
Philippines
Temporary
Full-time
Temporary
Full-time
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ZigZag Careers
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