Paraplanner — Data-Driven Financial Planning & Compliance

oldmutual; Cape Town; On-site; ZAR 150,000 - 190,000; Full time

Job summary

Old Mutual South Africa in Cape Town seeks a paraplanner to support financial planners by handling technical research, data analysis, and documentation.

Responsibilities include data collection, report preparation, information provision on processes, and assisting with financial advice for complex client situations. The role also covers CRM activities and routine sales support while upholding regulatory standards.

Qualifications

• NQF Level 4 or Grade 12 equivalent is required.
• Experience in data collection, analysis and documentation support in financial services is preferred.
• Ability to interpret information and prepare reports for financial planning processes.

Responsibilities

• Data collection and analysis using preset tools and formats with independent work.
• Prepare moderately complex documents for technology devices and summarize data for reports.
• Generate standard reports by extracting and combining data.
• Maintain and strengthen customer relationships and act as first contact for queries and complaints.
• Support comprehensive financial planning and advice services for complex client situations.
• Provide routine sales support and ensure compliance with regulatory codes.

Skills

Accounting

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Management Reporting

Numerical Aptitude

Oral Communications

Professional Presentation

Report Review

Sales Software

Statistical Analysis Techniques

Action Planning

Computer Literacy

Education

NQF Level 4 - Grade 12

Job description

Old Mutual South Africa in Cape Town seeks a paraplanner to support financial planners by handling technical research, data analysis, and documentation.

Responsibilities include data collection, report preparation, information provision on processes, and assisting with financial advice for complex client situations. The role also covers CRM activities and routine sales support while upholding regulatory standards.