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 ResponsibilitiesPersonal SOA ProductionPrepare 1 Statement of Advice (SOA) or Strategy Preparation per day (approx. 3-4 hours)Ensure personal SOAs meet compliance and quality standardsParaplanning Team LeadershipLiaise directly with advisers to manage SOA requests and expectationsReview adviser strategies for completeness and feasibility before allocationManage the schedule and workload of 6 paraplannersEnsure a 3–5 business day turnaround for all SOAsProvide guidance, feedback, and upskilling to paraplannersContribute to team growth through recruitment input, training, and process improvementsMonitor and ensure delivery against productivity and quality KPIsSupported ByA dedicated Financial Planning Administration Team to assist with data entry, client record updates, and policy researchAn Internal Compliance Officer to provide oversight, guidance, and support on regulatory standards and AFSL obligationsQualifications & SkillsMinimum 5 years of experience in paraplanning within the Australian financial planning industryProven experience managing paraplanning workflows or teamsStrong knowledge of superannuation, insurance, retirement planning, and investment strategiesDemonstrated ability to balance competing adviser deadlinesDeep familiarity with Australian financial products, legislation, and complianceProficiency in Xplan or IFF, including: WealthSolver, Risk Researcher, XTOOLS+ Calm (retirement modelling)Experience with tools such as ProductRex, Omnium, Fin365Strong written and verbal English communication skillsHigh proficiency in Microsoft Word and ExcelExceptional attention to detail and ability to interpret technical informationProactive 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 documentsWillingness to learn and upskill on more complex advice typesWhy Join Us?Lead a high-performing team in a collaborative and forward-thinking environmentDirect impact on client outcomes and adviser satisfactionOpportunity to shape the future of paraplanning within the businessAccess to cutting-edge tools, structured workflow planning, and ongoing professional developmentWork alongside a supportive admin team and compliance officer to ensure smooth operations and regulatory alignmentPowered by JazzHR
