Paraplanner | Fixed Dayshift & Weekends Off | Onsite

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 is looking for a Paraplanner to join our team!

*You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pm

*with Signing Bonus!

Our client is seeking an experienced Paraplanner to join our Financial Planning team and support Australian Financial Advisers in delivering high-quality, compliant and timely financial advice.

This is a hands-on paraplanning role suited to someone who enjoys the technical side of financial advice, takes ownership of their work and can manage multiple advice files within a structured workflow. The successful candidate will work closely with Advisers, the Paraplanning team and Financial Planning Administration across the advice process.

Key Responsibilities

• 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 elevate 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.

Top 3 Must-Have Skills & Experience

1. Australian Paraplanning Experience Demonstrated hands‑on experience supporting Australian Financial Advisers and preparing SOAs/ROAs. Ideally we are seeking candidates with 3+ years of Australian paraplanning experience, although I am prepared to consider an exceptionally strong candidate with slightly less experience. Strong practical IFF or Xplan experience together with demonstrated financial modelling, research and strategy experience across superannuation, retirement, investments and insurance. Experience with Omnium, ProductRex, Xtools+ and similar Australian financial planning tools is highly regarded. IFF experience is beneficial but is not a hard screening requirement.
2. Quality, Ownership & Communication Exceptional attention to detail, strong written and verbal English, and the demonstrated ability to independently manage multiple advice files and deadlines. Candidates must be proactive in communicating with Advisers where information or strategy clarification is required rather than waiting until a deadline is approaching.

Requirements

• 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 or document quality.

ZigZag is committed to building a diverse, inclusive, and equitable workplace. We believe that talent knows no borders, and we welcome individuals from all backgrounds to help us shape the future of work. Guided by transparency and agility, we foster an environment where everyone is valued and empowered to thrive.