Graduate Programme – Independent Financial Adviser (IFA) MSP Consultants in Partnership With Momentum Distribution Services (MDS) Gauteng

Momentum Metropolitan Holdings Limited is actively recruiting for a Graduate Programme – Independent Financial Adviser (IFA) MSP Consultants in Partnership With Momentum Distribution Services (MDS) position in Gauteng. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.

• Experience Level: Fresher • Educational Background: Bachelor or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Gauteng

Financial professionals like Graduate Programme – Independent Financial Adviser (IFA) MSP Consultants in Partnership With Momentum Distribution Services (MDS) are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.

As a fresher entering the Finance / Accounting / Audit field, this role provides excellent foundational experience and mentorship opportunities to launch your career successfully.

When applying for this Graduate Programme – Independent Financial Adviser (IFA) MSP Consultants in Partnership With Momentum Distribution Services (MDS) position, ensure your CV highlights: • Relevant experience matching the Fresher requirement • Educational qualifications in line with Bachelor • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training

The Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.

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Introduction    

Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives. This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.

Why Join The Graduate Programme?

Structured career path from administrative support to financial adviser. Accredited training and mentorship from industry experts. Exposure to both business operations and community initiatives. Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity. Competitive stipends and salaries with co-funded progression.

Role Purpose    

Year 1 – Foundation Phase (Administrative Assistant)

Stipend: R6 500 per month

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 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, Estate Planning, Legal Business Management, Marketing, Communications or Finance . 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 & 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.

Competencies    

Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects. Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation. Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines. Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes. Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority. Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback. Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.

Closing Date    

2026/08/24