Strategic Paraplanner: Data-Driven Financial Planning

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 260,000 - 340,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a paraplanner to support financial planners and advisors in South Africa. The role involves data collection, analysis, documentation, and comprehensive financial planning for more complex client situations.

Responsibilities include summarizing data for reports, resolving queries, and delivering routine sales support while ensuring compliance with regulatory codes and internal procedures.

Qualifications

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

Responsibilities

• Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats.
• Information and Business Advice: Resolve queries by providing information on complex processes and the related policies.
• Document Preparation: Prepare moderately complex documents using standard office software.
• Insights and Reporting: Extract and combine data to generate standard reports.
• Customer Relationship Management / Account Management: Make calls to allocated customers to maintain relationships and resolve queries.
• Financial Advice: Conduct comprehensive financial planning and advice services for more complex client situations.
• Sales: Deliver routine sales support services.
• Operational Compliance: Understand and apply organizational policies and regulatory codes; obtain supervisor authorization for exceptions.
• Personal Capability Building: Develop capabilities via training and ongoing education.

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a paraplanner to support financial planners and advisors in South Africa. The role involves data collection, analysis, documentation, and comprehensive financial planning for more complex client situations.

Responsibilities include summarizing data for reports, resolving queries, and delivering routine sales support while ensuring compliance with regulatory codes and internal procedures.