Advisory Paraplanner

About this role

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.

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. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

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

• 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
• 30 March 2027 , 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!