Advisory Paraplanner, Cape Town

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. Works independently.

Information and Business Advice

– Resolve queries from internal or external customers or suppliers by providing information on complex processes and related policies, referring issues to others where necessary.

Document Preparation

– Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. 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 to allocated customers to maintain and strengthen relationships. First point of contact for resolving 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, procedures, regulatory codes and codes of conduct; ensure own work adheres to those standards. Obtain authorization from a supervisor for exceptions from mandatory procedure.

Personal Capability Building

– Develop own capabilities through assessment and development planning activities, formal and informal training, coaching, ongoing education, attending conferences.

Skills

Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretation, 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 21 May 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.

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