Australian Paraplanner: SOAs & Modelling, Onsite in Ortigas

ZigZag Philippines; Pasig; Presencial; PHP 3.781.000 - 5.671.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Signing bonus

Descripción de la vacante

ZigZag Philippines is seeking a Paraplanner to join our Financial Planning team in Ortigas, Manila. The role supports Australian Financial Advisers, producing SOAs/ROAs and handling technical research with a hands-on, detail-oriented approach.

You will work closely with Advisers and the Paraplanning team to manage multiple files, ensuring compliant, timely advice while maintaining high standards of accuracy and communication across the workflow.

Formación

• Strong understanding of Australian advice processes, compliance obligations and financial products.
• Financial planning qualifications and/or RG146 are highly regarded.
• Proactive, solutions-focused and comfortable working autonomously within a team structure.
• Able to prioritise competing deadlines without compromising accuracy.

Responsabilidades

• Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs) and associated advice documentation.
• Translate adviser strategies into clear, accurate and compliant advice documents.
• Complete strategy preparation and financial modelling across superannuation, retirement, investments and insurance.
• Undertake product comparisons, strategy and technical research as required.
• Participate in strategy discussions and debriefs with Advisers and proactively identify gaps, inconsistencies or missing information.
• Complete required paraplanning quality and compliance checks and appropriately escalated non-standard advice matters.
• Take ownership of allocated work through to completion, maintaining accurate workflow status and communicating early where dependencies may affect delivery.
• Work closely with the Paraplanning and Financial Planning Administration teams and contribute to training, workflow discussions and continuous improvement.

Conocimientos

Australian paraplanner

Financial modelling

English communication

Educación

RG146 qualification

Herramientas

Xplan

Omnium

ProductRex

Xtools+

Descripción del empleo

ZigZag Philippines is seeking a Paraplanner to join our Financial Planning team in Ortigas, Manila. The role supports Australian Financial Advisers, producing SOAs/ROAs and handling technical research with a hands-on, detail-oriented approach.

You will work closely with Advisers and the Paraplanning team to manage multiple files, ensuring compliant, timely advice while maintaining high standards of accuracy and communication across the workflow.