Advisory Paraplanner

Old Mutual Limited; Durban; On-site; ZAR 220,000 - 380,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a Paraplanner to support financial planners by handling technical research and documentation for financial planning. You will collate data, analyze information, prepare reports, and assist with complex client scenarios while ensuring compliance and quality standards.

The role involves routine sales support, internal queries resolution, and ongoing professional development to stay current with regulatory requirements and best practices.

Qualifications

• Accounting and data analysis capabilities for financial planning
• Ability to prepare and summarize moderately complex documents and reports
• Understanding of organizational policies and compliance requirements

Responsibilities

• Collate and analyze data using preset tools and formats independently.
• Resolve queries by providing information on complex processes and policies.
• Prepare moderately complex documents using standard office software and summarize data for reports.
• Extract and combine data to generate standard reports.
• Make calls to allocated customers to maintain relationships and resolve queries.
• Deliver comprehensive financial planning and advice services for complex client situations.
• Provide routine sales support services.
• Understand and apply organizational policies and regulatory codes to ensure compliance.
• Develop own capabilities through training and ongoing education.

Skills

Accounting

Data Analysis

Computer Literacy

Data Reporting

Data Compilation

Oral Communications

Professional Presentation

Statistical Analysis Techniques

Education

NQF Level 4 / Grade 12

Tools

Sales Software

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 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. _

_ The Old Mutual Story! _