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About the Role
A paraplanner in South Africa’s financial services sector 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
- Collate and analyze data using preset tools, methods, and formats.
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and related policies.
- Prepare moderately complex documents using a variety of applications for technology devices.
- Gather and summarize data for reports.
- Extract and combine data to generate standard reports.
- Make calls to allocated customers to maintain and strengthen existing relationships.
- Act as a first point of contact for resolving customer queries and complaints.
- Conduct comprehensive financial planning and advice services for complex client situations.
- Deliver mostly routine sales support services.
- Develop knowledge and understanding of the organization's policies and procedures and relevant regulatory codes.
- Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Develop own capabilities by participating in assessment and development planning activities.
- Develop and maintain an understanding of relevant technology, external regulation, and industry best practices.
Requirements
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
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
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Location
- South Africa
Work Type
- Full-time
Education Level
- NQF Level 4 - Grade 12
- School leaving Certificate
- National or Occupational Certificate or equivalent
About the Company
- Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Equal Opportunity
- 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.