Paraplanner
ZigZag Careers
Pasig City, PH
19h ago

Join an Australian privately owned financial planning business, providing advice for 30 years in :

  • Superannuation
  • Insurance
  • Estate Planning
  • Accounting and Taxation
  • Finance
  • We are a dynamic and growing organisation and require motivated team members to achieve our goals.

    Responsibilities :

  • Create Statements of Advice using information provided by client (personal data, financial information) and information provided by 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
  • Qualifications :

  • At least 3 years relevant experience
  • RG146 is desired but not required
  • Xplan experience is desirable
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