Advisory Paraplanner — Data-Driven Financial Planning

Old Mutual Life Assurance Company (SA) Ltd (PFA); East London; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a paraplanner in South Africa to support financial planners by handling technical research and documentation. The role is primarily non client-facing, focusing on accuracy, compliance, and well-documented financial advice.

Responsibilities include data collection, analysis, report preparation, and responding to queries while aiding with comprehensive financial planning and advisory services.

Qualifikationen

• Must have a relevant secondary qualification and be eligible to work in SA.
• Solid data analysis and reporting skills required.
• Understanding of financial services is advantageous.

Aufgaben

• Data collection, analysis, and preparation of reports using prescribed tools.
• Respond to internal/external queries with accurate policy information.
• Prepare moderately complex documents and summarize data for management.
• Support financial planners with comprehensive financial planning and advice.
• Maintain client relationships through routine calls and documentation.

Kenntnisse

Accounting

Data Analysis

Data Interpretation

Numerical Aptitude

Oral Communications

Professional Presentation

Management Reporting

Data Compilation

Report Review

Sales Software

Ausbildung

NQF Level 4 / Grade 12

National or Occupational Certificate or equivalent

Jobbeschreibung

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a paraplanner in South Africa to support financial planners by handling technical research and documentation. The role is primarily non client-facing, focusing on accuracy, compliance, and well-documented financial advice.

Responsibilities include data collection, analysis, report preparation, and responding to queries while aiding with comprehensive financial planning and advisory services.