Advisory Paraplanner

oldmutual; Cape Town; On-site; ZAR 150,000 - 190,000; Full time

Job summary

Old Mutual South Africa in Cape Town seeks a paraplanner to support financial planners by handling technical research, data analysis, and documentation.

Responsibilities include data collection, report preparation, information provision on processes, and assisting with financial advice for complex client situations. The role also covers CRM activities and routine sales support while upholding regulatory standards.

Qualifications

• NQF Level 4 or Grade 12 equivalent is required.
• Experience in data collection, analysis and documentation support in financial services is preferred.
• Ability to interpret information and prepare reports for financial planning processes.

Responsibilities

• Data collection and analysis using preset tools and formats with independent work.
• Prepare moderately complex documents for technology devices and summarize data for reports.
• Generate standard reports by extracting and combining data.
• Maintain and strengthen customer relationships and act as first contact for queries and complaints.
• Support comprehensive financial planning and advice services for complex client situations.
• Provide routine sales support and ensure compliance with regulatory codes.

Skills

Accounting

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Management Reporting

Numerical Aptitude

Oral Communications

Professional Presentation

Report Review

Sales Software

Statistical Analysis Techniques

Action Planning

Computer Literacy

Education

NQF Level 4 - Grade 12

Job description

Job Description

A paraplanner in South Africa's financial services sector is a professional who supports financial planners and advisors by handling the technical, research, and administrative aspects of financial planning. While not client-facing in most cases, paraplanners play a crucial role in ensuring that financial advice is accurate, compliant, and well-documented.

Responsibilities

Data Collection and Analysis

Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Information and Business Advice

Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.

Document Preparation

Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Insights and Reporting

Extract and combine data to generate standard reports.

Customer Relationship Management / Account Management

Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.

Financial Advice

Conduct comprehensive financial planning and advice services for more complex client situations.

Sales

Deliver mostly routine sales support services.

Operational Compliance

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

• Accounting
• Action Planning
• Computer Literacy
• Data Analysis
• Database Reporting
• Data Compilation
• Data Interpretations
• Evaluating Information
• Management Reporting
• Numerical Aptitude
• Oral Communications
• Professional Presentation
• Report Review
• Sales Software
• Statistical Analysis Techniques

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

20 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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