Onsite Paraplanner for Australian Advisers (Signing Bonus)

ZigZag Global Ltd.; Pasig; On-site; PHP 400,000 - 600,000; Full time

Benefits offered by this job

Signing bonus

Job summary

ZigZag Global Ltd. in Ortigas, Philippines, is seeking an experienced Paraplanner to support Australian Financial Advisers, delivering high-quality, compliant advice documents.

You will work hands-on, manage multiple files, and collaborate across the paraplanning and administration teams. The role requires Australian paraplanning experience, strong written and verbal English, and the ability to work autonomously within a team.

Qualifications

• Hands-on paraplanning supporting Australian advisers.
• Attention to detail with strong written and verbal English.
• Ability to manage multiple advice files independently.

Responsibilities

• Prepare high-quality Statements of Advice (SOAs) and Records of Advice (ROAs).
• Translate adviser strategies into compliant advice documents.
• Complete strategy prep and financial modelling across superannuation, retirement, investments and insurance.
• Perform product comparisons, research and strategy work as required.
• Participate in strategy discussions with Advisers and identify gaps or missing information.
• Complete paraplanning quality and compliance checks and escalate non-standard matters.
• Take ownership of allocated work through to completion with clear workflow status.
• Collaborate with Paraplanning and Financial Planning Administration teams and contribute to training.

Skills

Australian paraplanning experience

Quality ownership communication

Education

RG146 or equivalent financial planning qualifications

Financial planning qualifications

Tools

IFF

Xplan

Omnium

ProductRex

Xtools+

Job description

ZigZag Global Ltd. in Ortigas, Philippines, is seeking an experienced Paraplanner to support Australian Financial Advisers, delivering high-quality, compliant advice documents.

You will work hands-on, manage multiple files, and collaborate across the paraplanning and administration teams. The role requires Australian paraplanning experience, strong written and verbal English, and the ability to work autonomously within a team.