Financial Adviser Graduate Programme at TIB Wealth

Overview

Momentum Distribution Services (MDS), in partnership with TIB Wealth (Pty) Ltd, is seeking motivated graduates to join their esteemed Independent Financial Adviser (IFA) Graduate Programme. This comprehensive three-year program is meticulously designed to cultivate professional competence, ethical awareness, and client-centric skills, while also fostering a commitment to meaningful community initiatives. Participants will benefit from accredited training, expert mentorship, and invaluable hands-on experience within the dynamic financial services sector, preparing them to become trusted financial advisers of the future. The programme aims to transform the financial advice landscape by championing inclusivity and diversity, offering a structured career path that progresses from administrative support to a fully qualified financial adviser. Successful candidates will receive competitive stipends and salaries, with opportunities for co-funded career progression.

Key Responsibilities

• Support Independent Financial Advisers (IFAs) with client onboarding, essential administration, and the meticulous completion of compliance documentation.

• Engage in structured learning modules covering technical financial knowledge, business operations, and client interaction best practices.

• Gain practical exposure to financial needs analysis, regulatory compliance (including FAIS and POPIA), and effective client communication strategies.

• Demonstrate high-quality processing of client information and maintain resilience in follow-up procedures, ensuring prompt resolution of cases within stringent performance standards.

• Cultivate strong, professional relationships with clients, mentors, and key stakeholders within the organisation and community.

• Develop essential skills in practice management, financial literacy, marketing techniques, and the effective use of digital tools.

• Receive continuous, dedicated mentorship and coaching throughout the programme to foster professional growth.

• Assist in preparing comprehensive reports, persuasive presentations, and insightful data analysis to support informed business decisions.

• Ensure strict adherence to all relevant regulatory requirements, including FAIS, POPIA, and other applicable legislation.

• Deliver professional, client-centred support to IFAs and their client base, ensuring a high standard of service.

• Build and maintain positive, collaborative working relationships with clients, community partners, and internal teams.

• Contribute to service delivery that consistently meets and exceeds agreed-upon standards and client expectations.

• Proactively recommend enhancements to client service processes and champion the fair treatment of all clients.

• Actively participate in Corporate Social Investment (CSI) initiatives designed to strengthen community trust and enhance the brand's reputation.

• Continuously expand knowledge of financial services, emerging industry trends, and ethical professional practice.

• Share innovative ideas and actively contribute to fostering a culture of continuous learning and organisational improvement.

• Take personal ownership of career development through active engagement with mentorship, Continuing Professional Development (CPD) activities, and reflective practice.

• Identify opportunities to streamline operational workflows and minimise resource wastage.

• Demonstrate accountability in the responsible management of company resources allocated during the programme.

• Provide valuable input into risk identification and mitigation processes, ensuring unwavering compliance and adherence to ethical standards.

Why Join the Company

This Graduate Programme offers a unique opportunity to embark on a rewarding career in financial services with TIB Wealth and Momentum Distribution Services. You will benefit from a clearly defined career path, moving from administrative support to becoming a qualified financial adviser. The programme provides accredited training and mentorship from industry experts, ensuring you gain the knowledge and skills necessary for success. You will experience exposure to both core business operations and impactful community initiatives, contributing to a greater social good. Momentum is committed to transforming the financial advice landscape through a focus on inclusivity and diversity. Competitive stipends and salaries are offered, with excellent prospects for co-funded career progression. Join a supportive environment that values learning, ethical conduct, and client well-being.

How to Apply

Please apply using the Quick Apply button on this page.

Reference: MMH260625-105

• 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.