Strategic Paraplanner for Financial Planning

Old Mutual South Africa; Cape Town; On-site; ZAR 201,000 - 335,000; Full time

Job summary

Old Mutual South Africa is seeking a paraplanner to support financial planners by handling data collection, analysis, and documentation. The role involves preparing reports, resolving queries, and assisting with financial planning and routine sales support.

Responsibilities include maintaining client relations, ensuring compliance, and contributing to continuous learning about regulations and industry best practices. Strong data skills and office software proficiency are required.

Qualifications

• NQF Level 4 – Grade 12 or equivalent is required.
• Experience supporting financial planners and advisors is preferred.

Responsibilities

• Data Collection and Analysis: Collate and analyze data using preset tools and formats.
• Information and Business Advice: Resolve queries by providing information on complex processes and policies.
• Document Preparation: Prepare moderately complex documents and summarize data for reports.
• Insights and Reporting: Extract and combine data to generate standard reports.
• Customer Relationship/Account Management: Contact allocated customers to maintain relationships and resolve queries.
• Financial Advice: Conduct comprehensive financial planning and advice for complex client situations.
• Sales: Deliver routine sales support services.
• Operational Compliance: Understand policies and regulatory codes; obtain supervisor authorization for exceptions.
• Personal Capability Building: Engage in training and development; stay current on regulations and best practices.

Skills

Accounting

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, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking a paraplanner to support financial planners by handling data collection, analysis, and documentation. The role involves preparing reports, resolving queries, and assisting with financial planning and routine sales support.

Responsibilities include maintaining client relations, ensuring compliance, and contributing to continuous learning about regulations and industry best practices. Strong data skills and office software proficiency are required.