Strategic Paraplanner: Data-Driven Financial Planning

Old Mutual South Africa; Durban; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Old Mutual South Africa is seeking a paraplanner to support financial planners by handling technical, research, and administrative tasks. This role focuses on ensuring accurate, compliant, and well-documented financial advice without being client-facing in most cases.

The paraplanner will collect and analyze data, prepare reports, and assist with financial planning for more complex client situations. The position requires strong data skills and knowledge of regulatory standards, with

Qualifications

• Data-focused role supporting financial planners and advisers.
• Ability to collate and analyze data using preset tools and formats.
• Documentation and reporting for compliant financial advice.

Responsibilities

• Data Collection and Analysis.
• Collate and analyze data using preset tools, methods, and formats. Involves working independently.
• Information and Business Advice
• Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
• Document Preparation
• Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
• Insights and Reporting
• Extract and combine data to generate standard reports.
• Customer Relationship Management / Account Management
• Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
• Financial Advice
• Conduct comprehensive financial planning and advice services for more complex client situations.
• Sales
• Deliver mostly routine sales support services.
• Operational Compliance
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

Data Analysis

Accounting

Computer Literacy

Data Compilation

Data Interpretation

Numerical Aptitude

Oral Communications

Professional Presentation

Report Review

Sales Software

Statistical Analysis Techniques

Data Collection

Database Reporting

Education

NQF Level 4 - Grade 12

Job description

Old Mutual South Africa is seeking a paraplanner to support financial planners by handling technical, research, and administrative tasks. This role focuses on ensuring accurate, compliant, and well-documented financial advice without being client-facing in most cases.

The paraplanner will collect and analyze data, prepare reports, and assist with financial planning for more complex client situations. The position requires strong data skills and knowledge of regulatory standards, with