Strategic Advisory Paraplanner - Data-Driven Financial Planning

Old Mutual Limited; Noord-Kaap; Sur place; ZAR 240 000 - 360 000; Plein temps

Résumé du poste

Old Mutual Limited is seeking an Advisory Paraplanner in Kimberley to support financial planners with technical research and documentation. The role focuses on data collection, analysis, and preparing compliant client reports and advice materials.

The paraplanner will handle information gathering, document preparation, and routine client communications while maintaining high standards of accuracy and regulatory awareness.

Qualifications

• NQF Level 4/Grade 12 or equivalent required.
• Experience in financial services/paraplanning is advantageous.
• Strong data handling, research, and compliance orientation.

Responsabilités

• Data collection and analysis using preset tools and formats.
• Resolve queries from internal or external customers with policy interpretation.
• Prepare moderately complex documents using standard office software, and summarize data for reports.
• Extract and combine data to generate standard reports.
• Make calls to allocated customers to maintain relationships and handle queries.
• Provide comprehensive financial planning and advice for complex client situations.
• Deliver routine sales support services.
• Understand and apply organizational policies and regulatory codes of conduct.
• Develop own capabilities through training and ongoing education.

Connaissances

Data Analysis

Numerical Aptitude

Oral Communications

Professional Presentation

Management Reporting

Sales Software

Statistical Analysis Techniques

Accounting

Computer Literacy

Data Compilation

Data Interpretations

Report Review

Database Reporting

Action Planning

Evaluating Information

Formation

NQF Level 4/Grade 12

Description du poste

Old Mutual Limited is seeking an Advisory Paraplanner in Kimberley to support financial planners with technical research and documentation. The role focuses on data collection, analysis, and preparing compliant client reports and advice materials.

The paraplanner will handle information gathering, document preparation, and routine client communications while maintaining high standards of accuracy and regulatory awareness.