Advisory Paraplanner: Data-Driven Financial Planning

oldmutual; Durban; Presencial; ZAR 240 000 - 360 000; Tempo integral

Resumo da oferta

Old Mutual South Africa is seeking a dedicated paraplanner to support financial planners with technical research, data analysis, and documentation. This role ensures advice is accurate, compliant, and well-recorded, serving as a reliable back-office partner.

You will gather data, prepare reports, handle internal queries, and contribute to financial planning for more complex client situations, while maintaining governance and professional standards.

Qualificações

• Paraplanner role supports financial planners by handling technical research and documentation.
• Role emphasizes accuracy, compliance, and well-documented financial advice.
• Responsible for data collection, reporting, and back-office advisory tasks.

Responsabilidades

• Data Collection and Analysis: Collate and analyse data using preset tools.
• Information and Business Advice: Resolve queries and interpret policy.
• Document Preparation: Prepare moderately complex documents and reports.
• Insights and Reporting: Generate standard reports from data.
• Customer Relationship/Account Management: Act as first contact for queries and complaints.
• Financial Advice: Conduct comprehensive financial planning for more complex cases.
• Sales: Provide routine sales support services.
• Operational Compliance: Ensure adherence to procedures and regulatory codes.
• Personal Capability Building: Pursue ongoing education and training.

Conhecimentos

Accounting

Data Analysis

Computer Literacy

Data Compilation

Data Interpretations

Evaluating Information

Management Reporting

Numerical Aptitude

Oral Communications

Professional Presentation

Report Review

Sales Software

Statistical Analysis Techniques

Formação académica

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

Descrição da oferta de emprego

Old Mutual South Africa is seeking a dedicated paraplanner to support financial planners with technical research, data analysis, and documentation. This role ensures advice is accurate, compliant, and well-recorded, serving as a reliable back-office partner.

You will gather data, prepare reports, handle internal queries, and contribute to financial planning for more complex client situations, while maintaining governance and professional standards.