Advisory Paraplanner - East London
- Location
- East London, Eastern Cape
- Minimum qualification
- Certificate / N-level / trade
- Closing date
First listed . Last checked at source .
In brief
**Overview** This is for an Advisory Paraplanner role with Old Mutual in East London. 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 generally not client-facing, paraplanners are critical for ensuring financial advice is accurate, compliant, and well-documented. **What you will do** Key responsibilities for this role include: * **Data Collection and Analysis:** Collating and analyzing data using preset tools, methods, and formats, often working independently. * **Information and Business Advice:** Resolving queries from internal or external customers or suppliers by providing information on complex processes and related policies, referring issues for policy interpretation when necessary. * **Document Preparation:** Preparing moderately complex documents using various applications for technology devices, such as standard office software, and gathering/summarizing data for reports. * **Insights and Reporting:** Extracting and combining data to generate standard reports. * **Customer Relationship Management / Account Management:** Making calls by telephone or in person to allocated customers to maintain and strengthen existing relationships, and acting as a first point of contact for resolving customer queries and complaints. * **Financial Advice:** Conducting comprehensive financial planning and advice services for more complex client situations. * **Sales:** Delivering mostly routine sales support services. * **Operational Compliance:** Developing knowledge and understanding of the organization's policies, procedures, and relevant regulatory codes/codes of conduct to ensure work adherence, and obtaining authorization for any exceptions from mandatory procedure. * **Personal Capability Building:** Developing personal capabilities through assessment, development planning activities, formal/informal training/coaching, and maintaining an understanding of relevant technology, external regulation, and industry best practices via ongoing education, conferences, and specialist media. **Requirements (from the original advert)** * **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 **Who should apply** This role is suited for a professional who can support financial planners and advisors by managing technical, research, and administrative tasks, ensuring financial advice is accurate and compliant. The ideal candidate will be adept at independent data analysis, query resolution, document preparation, report generation, customer relationship management, and providing financial advice for complex situations. They should also possess strong sales support skills, be committed to operational compliance, and proactively develop their personal and professional capabilities. **Deadline** 12 October 2026, 23:59 **Reference** Original posting: https://www.myjobmag.co.za/job/advisory-paraplanner-east-london-old-mutual-1 Source: myjobmag
Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.
Job description
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