Advisory Paraplanner

Old Mutual Limited; Durban; On-site; ZAR 134,000 - 201,000; Part time

Job summary

Old Mutual Limited in Durban is seeking a part-time Advisory Paraplanner to support financial planners by handling data analysis, document preparation, and compliance documentation. You will assist with financial planning and reporting, ensuring accuracy and adherence to regulatory standards, while maintaining strong internal and external relationships.

The role emphasizes data collection, reporting, and advisory support for more complex client scenarios, with a focus on process efficiency and

Qualifications

• Proven ability to collect and analyse data for financial planning support.
• Excellent written and verbal communication for internal/external stakeholders.
• Ability to prepare moderately complex documents and reports.

Responsibilities

• Data collection and analysis using preset tools and formats.
• Provide information and business advice to resolve queries.
• Prepare documents using standard office software.
• Generate standard reports from data.
• Maintain and strengthen client relationships as a first point of contact.

Skills

Data Analysis

Accounting

Numerical Aptitude

Oral Communications

Professional Presentation

Data Interpretation

Management Reporting

Report Review

Action Planning

Sales Software

Data Compilation

Evaluating Information

Computer Literacy

Statistical Analysis Techniques

Education

NQF Level 4 / Grade 12 equivalent

Tools

Sales Software

Database Reporting

Job description

## Advisory ParaplannerApply: Durban: Part time: Posted Today: JR-84936**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 AnalysisCollate and analyze data using preset tools, methods, and formats. Involves working independently.## Information and Business AdviceResolve 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 PreparationPrepare 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 ReportingExtract and combine data to generate standard reports.## Customer Relationship Management / Account ManagementMake 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 AdviceConduct comprehensive financial planning and advice services for more complex client situations.## SalesDeliver mostly routine sales support services.## Operational ComplianceDevelop 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 BuildingDevelop 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.***