para plannerZigZag Careers
Salary: Agreement
Work form: Full time
Posting Date: 26/01/2026
Deadline: 30/01/2022
Zigzag is looking for Paraplanners to join our awesome team!
About the Client
Join an Australian privately owned financial planning business, providing advice for 30 years in Superannuation, Investment, Insurance, Estate Planning, Accounting and Taxation, Finance. We are a dynamic and growing organization and require motivated team members to achieve our goals.
RESPONSIBILITIES
Create Statements of Advice using the information provided by the client (personal data, financial information) and information provided by a financial planner.
Create Records of Advice from information collected during client annual review meetings
Research financial products and insurance products
Assist advisers to develop strategies to ensure clients goals are achieved
Contact product providers to obtain client-specific information
Xtools+ modelling
Ability to use Risk Researcher
COMPETENCIES
RG146 is preferred
XPlan experience is highly desirable
Must be responsive and focused at all times
Must be able to speak his/her mind
Must be proactive and have ownership
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ZigZag Careers
About the Client
Join an Australian privately owned financial planning business, providing advice for 30 years in Superannuation, Investment, Insurance, Estate Planning, Accounting and Taxation, Finance. We are a dynamic and growing organization and require motivated team members to achieve our goals.
RESPONSIBILITIES
Create Statements of Advice using the information provided by the client (personal data, financial information) and information provided by a financial planner.
Create Records of Advice from information collected during client annual review meetings
Research financial products and insurance products
Assist advisers to develop strategies to ensure clients goals are achieved
Contact product providers to obtain client-specific information
Xtools+ modelling
Ability to use Risk Researcher
COMPETENCIES
RG146 is preferred
XPlan experience is highly desirable
Must be responsive and focused at all times
Must be able to speak his/her mind
Must be proactive and have ownership
Powered by JazzHR
ZigZag Careers
Other Info
Philippines
Permanent
Full-time
Permanent
Full-time
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ZigZag Careers
About the company
Position para planner recruited by the company ZigZag Careers at , Joboko automatically collects the salary of , finds more jobs on Paraplanner or ZigZag Careers company in the links above
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