Advisory Paraplanner — Data-Driven Financial Planning

Old Mutual Limited; Durban; Sur place; ZAR 300 000 - 520 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

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

Formation

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

Description du poste

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.