Advisory Paraplanner

Old Mutual Limited; Durban; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Old Mutual Limited in Durban is seeking a Paraplanner to support financial planners by handling technical research, documentation, and compliance tasks. The role is essential for accurate, well-documented financial advice and robust client data management.

You will collect and analyze data, prepare reports, and assist with financial planning for more complex client scenarios, while providing non-client-facing support and maintaining high standards of regulatory adherence.

Qualifications

• NQF Level 4 qualification or equivalent.
• Ability to collect and analyze data.
• Experience in financial services or paraplanning is advantageous.
• Familiarity with regulatory requirements and documentation standards.

Responsibilities

• Data collection and analysis using prescribed tools and formats.
• Provide information and guidance on complex processes and policies.
• Prepare moderately complex documents and reports.
• Extract and combine data to create standard reports.
• Communicate with customers to resolve queries and manage relationships.
• Offer financial planning and advisory support for complex scenarios.
• Deliver routine sales support and related tasks.
• Understand and apply relevant policies and regulatory codes.
• Develop personal capabilities through training and ongoing education.

Skills

Accounting

Data Analysis

Data Interpretation

Numerical Aptitude

Oral Communications

Management Reporting

Professional Presentation

Sales Software

Statistical Analysis

Data Compilation

Report Review

Computer Literacy

Data Reporting

Education

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

Job description

Let’s Write Africa’s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

30 March 2027 , 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. _

_ The Old Mutual Story! _