Advisory Paraplanner: Precision in Financial Planning

Old Mutual Limited; South Africa; On-site; ZAR 180,000 - 420,000; Full time

Job summary

Old Mutual Limited in Pinelands is seeking an Advisory Paraplanner to support financial planners with data analysis, document preparation, and regulatory compliant reporting. You will collect data, prepare reports, and assist in delivering financial planning advice for more complex client scenarios.

The role involves handling information requests, maintaining client relationships at a technical level, and ensuring processes align with internal and regulatory standards.

Qualifications

• NQF4 or equivalent required.
• Strong data analysis and numerical ability essential.
• Proficient with standard office software and reporting tools.
• Experience in documenting financial planning or advisory processes is a plus.

Responsibilities

• Data collection and analysis using preset tools; ability to work independently.
• Provide information and advice on complex processes per policy guidelines.
• Prepare moderately complex documents; compile data for reports.
• Generate standard reports by extracting and combining data.
• Maintain and strengthen customer relationships via calls or visits.
• Deliver financial planning support and advisory services as needed.
• Provide routine sales support and ensure regulatory compliance.
• Understand and apply organizational policies and regulatory codes.

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

Education

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

Job description

Old Mutual Limited in Pinelands is seeking an Advisory Paraplanner to support financial planners with data analysis, document preparation, and regulatory compliant reporting. You will collect data, prepare reports, and assist in delivering financial planning advice for more complex client scenarios.

The role involves handling information requests, maintaining client relationships at a technical level, and ensuring processes align with internal and regulatory standards.