Advisory Paraplanner

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 var...