Support Paraplanner

3 weeks ago

Cape Town, South Africa Old Mutual Limited Full time

Support Paraplanner page is loaded## Support Paraplannerlocations: Pinelandsposted on: Posted Todayjob requisition id: JR-73677**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**naThe key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for achieving results through own efforts.Responsible for sourcing new business. Determines the customers needs and interests Markets Old Mutual advice value proposition. Works with leads that are generated from the Orphan and Central pool. Maintains Old Mutuals relationships with existing orphan customers through telephonic service. Suggests the next logical step in the sales cycle to the customer and passes the lead through to the Financial Advisor.**Skills****Competencies**Communicates Effectively### ### Customer Focus### ### Decision Quality### ### Ensures Accountability### ### Manages Complexity### ### Optimizes Work Processes### ### Plans and Aligns### ### Tech Savvy**Education****Closing Date**30 December 2025 , 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***()(blob: Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.#J-18808-Ljbffr

  • Paraplanner

    3 weeks ago

    Cape Town, South Africa Wealth Associates Asset Management (Pty) Ltd Full time

    Wealth Associates is seeking a Paraplanner to join our Financial Planning team in Tokai, Cape Town. This role is central to supporting Advisors, enhancing client outcomes, and ensuring smooth delivery of our advisory processes. You'll work closely with Advisors, providing technical expertise, research, and administrative support to deliver tailored financial...

  • Support Paraplanner

    1 week ago

    Cape Town, South Africa Old Mutual Limited Full time

    Support Paraplanner page is loaded## Support Paraplannerlocations : Pinelandsposted on : Posted Todayjob requisition id : JR- About Old Mutual 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 The key focus of this role is to generate qualified leads for the...

  • Paraplanner

    2 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for...

  • Senior Paraplanner

    3 days ago

    Cape Town, South Africa Pty Full time

    SENIOR PARAPLANNER Sandton Johannesburg Highly Competitive Package on Offer! Our Client a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals. One would describe you as being a highly organised hands‑on and seasoned individual who possesses excellent analytical and problem solving abilities. You are a...

  • Paraplanner

    2 days ago

    Cape Town, South Africa Elegant Resourcing Full time

    My client is looking to recruit a solid and highly ambitious Paraplanner. The role will be based in Cape Town and the work environment is highly sociable & highly driven. You must have 1 to 2 years solid experience within this role preferably with a decent understanding of the Discovery product base and an RE5 is essential for this role. This company is a...

  • Support Paraplanner: Lead Gen for Financial Advisors

    1 week ago

    Cape Town, South Africa Old Mutual Limited Full time

    A leading African financial services organization is seeking a Support Paraplanner based in Cape Town. The role involves generating leads for Financial Advisors, sourcing new business, and maintaining customer relationships through telephonic outreach. Strong communication and customer focus are essential. This position provides an opportunity to contribute...

  • Paraplanner

    4 days ago

    Cape Town, Southern Suburbs, South Africa Ca Financial Appointments Full time R250 000 - R400 000 per year

    Job DescriptionIndependent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this...

  • Senior Paraplanner

    1 week ago

    Cape Town, Western Cape, South Africa Ascot Wealth Management Full time R400 000 - R800 000 per year

    Job description:Job Title: Senior ParaplannerLocation: Woodstock, Cape Town, Western Cape, 7925Employment Type: Full-TimeJob Overview:We are seeking a highly organised and detail-oriented Senior Paraplanner to join our dynamic wealth management team. The successful candidate will work closely with financial advisers and planners to provide comprehensive...

  • Lead-Gen Paraplanner for Financial Advisors

    1 week ago

    Cape Town, South Africa Old Mutual Limited Full time

    A leading African financial services company seeks a Support Paraplanner to generate qualified leads for Financial Advisors. The role requires effective communication and customer focus to achieve results by sourcing new business and maintaining relationships with existing clients. Key skills include decision quality and ability to manage complexity. The...

  • Paraplanner

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa MAPD Accounting Full time R84 000 - R120 000 per year

    About the RoleWe are looking for a detail-oriented Paraplanner to support our financial planners with research, reports, and client documentation. The ideal candidate is organised, analytical, and able to work in a fast-paced financial services environment.Key ResponsibilitiesAssist with preparing financial plans, FNAs, retirement projections, and risk...