Advisory Paraplanner

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

Requirements

• 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
• Competencies
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy
• Education
• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
• Closing Date
• 18 June 2026 , 23:59
• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
• The Old Mutual Story!

Benefits

Additional Information

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description A paraplanner in South Africa's financial services sector is a professional who supports financial planners and advisors by handling the technical, research, and administrative aspects of financial planning. While not client-facing in most cases, paraplanners play a crucial role in ensuring that financial advice is accurate, compliant, and well-documented.

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