Paraplanner — Data-Driven Financial Planning Specialist

Old Mutual Limited; Durban; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Old Mutual Limited in Durban seeks a paraplanner to support financial planners by handling technical research and documentation. The role involves data collection, analysis, and preparing reports to ensure compliant, accurate financial advice.

It is not typically client-facing but plays a crucial part in servicing complex client needs. The successful candidate will contribute to information advocacy, regulatory compliance, and the ongoing development of professional capabilities through training

Qualifications

• NQF Level 4 or Grade 12 equivalent required.
• Experience supporting financial planning workflows and data handling.
• Ability to prepare documentation and reports with accuracy.

Responsibilities

• Data collection and analysis to support planning activities.
• Provide information and business advice on complex processes.
• Prepare moderately complex documents and gather data for reports.
• Extract and combine data to generate standard reports.
• CRM/Account management to maintain client relationships.
• Deliver financial planning and advice services for complex cases.
• Support routine sales activities and maintain compliance with policies.
• Develop capability through training and ongoing education.

Skills

Accounting

Data Analysis

Data Compilation

Data Interpretations

Management Reporting

Numerical Aptitude

Oral Communications

Professional Presentation

Report Review

Sales Software

Statistical Analysis Techniques

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Limited in Durban seeks a paraplanner to support financial planners by handling technical research and documentation. The role involves data collection, analysis, and preparing reports to ensure compliant, accurate financial advice.

It is not typically client-facing but plays a crucial part in servicing complex client needs. The successful candidate will contribute to information advocacy, regulatory compliance, and the ongoing development of professional capabilities through training