Senior Paraplanner | Ortigas Onsite - Fixed Dayshift & Weekends Off | With Relocation Package!

ZigZag is looking for a Senior Paraplanner to join our team!

*You must be willing to report onsite from Monday to Friday, 7am to 4pm/6am to 3pm Manila Time. The office is located in Ortigas, Pasig City.
 

*With relocation package!

Due to increasing adviser demand and the need for stronger leadership in our paraplanning division, we are seeking a Head of Paraplanning / Senior Paraplanner to lead our growing team. This is a hands-on leadership role that combines strategic oversight with daily SOA production.

Key Responsibilities

• Personal SOA Production

  • Prepare 1 Statement of Advice (SOA) or Strategy Preparation per day (approx. 3-4 hours)

  • Ensure personal SOAs meet compliance and quality standards

• Paraplanning Team Leadership

  • Liaise directly with advisers to manage SOA requests and expectations

  • Review adviser strategies for completeness and feasibility before allocation

  • Manage the schedule and workload of 6 paraplanners

  • Ensure a 3–5 business day turnaround for all SOAs

  • Provide guidance, feedback, and upskilling to paraplanners

  • Contribute to team growth through recruitment input, training, and process improvements

  • Monitor and ensure delivery against productivity and quality KPIs

• Supported By

  • A dedicated Financial Planning Administration Team to assist with data entry, client record updates, and policy research

  • An Internal Compliance Officer to provide oversight, guidance, and support on regulatory standards and AFSL obligations
     

Qualifications & Skills

• Minimum 5 years of experience in paraplanning within the Australian financial planning industry

• Proven experience managing paraplanning workflows or teams

• Strong knowledge of superannuation, insurance, retirement planning, and investment strategies

• Demonstrated ability to balance competing adviser deadlines

• Deep familiarity with Australian financial products, legislation, and compliance

• Proficiency in Xplan or IFF, including: WealthSolver, Risk Researcher, XTOOLS+ Calm (retirement modelling)

• Experience with tools such as ProductRex, Omnium, Fin365

• Strong written and verbal English communication skills

• High proficiency in Microsoft Word and Excel

• Exceptional attention to detail and ability to interpret technical information

• Proactive in identifying opportunities to improve paraplanning workflows and team efficiency, with a strong interest in leveraging technology and automation to enhance the quality, consistency, and turnaround of advice documents

• Willingness to learn and upskill on more complex advice types

Why Join Us?

• Lead a high-performing team in a collaborative and forward-thinking environment

• Direct impact on client outcomes and adviser satisfaction

• Opportunity to shape the future of paraplanning within the business

• Access to cutting-edge tools, structured workflow planning, and ongoing professional development

• Work alongside a supportive admin team and compliance officer to ensure smooth operations and regulatory alignment