Paraplanner – Data-Driven Financial Planning

Old Mutual Life Assurance Company (SA) Ltd (PFA); Noord-Kaap; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a paraplanner in South Africa’s financial services sector. This role supports financial planners and advisors by handling technical, research, and administrative aspects of planning.

The position involves data collection, reporting, policy queries, and preparing documentation to ensure accurate, compliant, and well-documented advice for clients.

Qualifications

• NQF4-Grade12 or equivalent required.
• Strong data handling and reporting capabilities.
• Comfort with financial planning documentation and compliance standards.

Responsibilities

• Data collection and analysis to support financial planning processes.
• Provide information and advice on complex policies and procedures.
• Prepare moderately complex documents using standard office software.
• Extract and combine data to generate standard reports.
• Maintain and strengthen customer relationships via calls or meetings.
• Assist in comprehensive financial planning and advice services.
• Deliver routine sales support services.
• Ensure compliance with organizational policies and regulatory codes.
• Participate in ongoing learning and professional development.

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

Education

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a paraplanner in South Africa’s financial services sector. This role supports financial planners and advisors by handling technical, research, and administrative aspects of planning.

The position involves data collection, reporting, policy queries, and preparing documentation to ensure accurate, compliant, and well-documented advice for clients.