Advisory Paraplanner

Old Mutual Limited; Durban; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Old Mutual Limited in Durban seeks a paraplanner to support financial planners by handling technical research and documentation. The role involves data collection, analysis, and preparing reports to ensure compliant, accurate financial advice.

It is not typically client-facing but plays a crucial part in servicing complex client needs. The successful candidate will contribute to information advocacy, regulatory compliance, and the ongoing development of professional capabilities through training

Qualifications

• NQF Level 4 or Grade 12 equivalent required.
• Experience supporting financial planning workflows and data handling.
• Ability to prepare documentation and reports with accuracy.

Responsibilities

• Data collection and analysis to support planning activities.
• Provide information and business advice on complex processes.
• Prepare moderately complex documents and gather data for reports.
• Extract and combine data to generate standard reports.
• CRM/Account management to maintain client relationships.
• Deliver financial planning and advice services for complex cases.
• Support routine sales activities and maintain compliance with policies.
• Develop capability through training and ongoing education.

Skills

Accounting

Data Analysis

Data Compilation

Data Interpretations

Management Reporting

Numerical Aptitude

Oral Communications

Professional Presentation

Report Review

Sales Software

Statistical Analysis Techniques

Education

NQF Level 4 - Grade 12

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 August 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.

Old Mutual Story

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.