Strategic Paraplanner: Data‑Driven Financial Planning

Old Mutual Limited; Durban; On-site; ZAR 220,000 - 380,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a Paraplanner to support financial planners by handling technical research and documentation for financial planning. You will collate data, analyze information, prepare reports, and assist with complex client scenarios while ensuring compliance and quality standards.

The role involves routine sales support, internal queries resolution, and ongoing professional development to stay current with regulatory requirements and best practices.

Qualifications

• Accounting and data analysis capabilities for financial planning
• Ability to prepare and summarize moderately complex documents and reports
• Understanding of organizational policies and compliance requirements

Responsibilities

• Collate and analyze data using preset tools and formats independently.
• Resolve queries by providing information on complex processes and policies.
• 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 resolve queries.
• Deliver comprehensive financial planning and advice services for complex client situations.
• Provide routine sales support services.
• Understand and apply organizational policies and regulatory codes to ensure compliance.
• Develop own capabilities through training and ongoing education.

Skills

Accounting

Data Analysis

Computer Literacy

Data Reporting

Data Compilation

Oral Communications

Professional Presentation

Statistical Analysis Techniques

Education

NQF Level 4 / Grade 12

Tools

Sales Software

Job description

Old Mutual Limited in South Africa seeks a Paraplanner to support financial planners by handling technical research and documentation for financial planning. You will collate data, analyze information, prepare reports, and assist with complex client scenarios while ensuring compliance and quality standards.

The role involves routine sales support, internal queries resolution, and ongoing professional development to stay current with regulatory requirements and best practices.