Graduate Programme – Independent Financial Adviser (IFA) Gradidge Mahura Investments (Pty) Ltd in partnership with Momentum Distribution Services (MDS) MMH260626-4
Momentum
About the role
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant) Stipend: R6 500 per month with an additional R6500 monthly top-up by Gradidge Mahura Investments (Pty) Ltd
Focus: Technical proficiency, compliance, and client support
- Support IFAs with client onboarding, administration, and compliance documentation.
- Participate in structured learning modules covering technical, business, and client training.
- Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
- Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
- Build strong relationships with clients, mentors, and stakeholders.
- Develop skills in practice management, financial literacy, marketing, and digital tools.
- Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase) Salary: R14 000 per month
Focus: Holistic financial planning and advanced technical skills
- Transition into the paraplanner role, supporting advisers with financial planning.
- Begin preparation for Regulatory Examination (RE5).
- Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
- Apply knowledge of financial products, quoting processes, and client segmentation.
- Continue mentorship and structured training through the New Adviser Academy.
- Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision) Salary: R18 000 per month
Focus: Fit & Proper Competency and adviser readiness
- Transition into a junior financial adviser role, working under supervision.
- Complete Fit & Proper Competency requirements, including: Class of Business training, Product-specific accreditation and, RE5 qualification
- Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
- Participate in quarterly mock client-facing assessments to refine advisory skills.
- Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
- Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements Candidate Qualification and Minimum Requirements
- Minimum of a BCom degree in Financial Planning OR with a major in Financial Planning, Estate Planning, or Post Graduate Diploma in Financial Planning.
- Strong digital capabilities and willingness to engage with diverse stakeholders.
- No prior industry experience required – this programme is designed for graduates eager to learn and grow.
- Must reside in the region of placement and surrounding areas.
Duties and Responsibilities
- Support IFAs with client onboarding, administration, and compliance documentation.
- Assist in preparing reports, presentations, and data analysis to inform business decisions.
- Ensure compliance with FAIS, POPIA, and other regulatory requirements.
- Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
- Deliver professional, client-centered support to IFAs and their clients.
- Build and maintain positive relationships with clients, community partners, and internal stakeholders.
- Contribute to service delivery that meets agreed standards and expectations.
- Recommend enhancements to client service and promote fair treatment of clients.
- Actively participate in CSI initiatives that strengthen community trust and brand reputation.
- Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
- Continuously expand knowledge of financial services, industry trends, and ethical practice.
- Share innovative ideas and contribute to a culture of learning and improvement.
- Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
- Identify opportunities to streamline workflows and reduce resource wastage.
- Demonstrate accountability in managing company resources entrusted during the programme.
- Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
As an applicant, please verify the legitimacy of this job advert on our company career page.-346021236
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