IFA Graduate Programme at Momentum

Momentum Distribution Services (MDS) is offering a unique opportunity for ambitious graduates to join their IFA Graduate Programme. This comprehensive three-year programme is meticulously designed to cultivate professional competence, instill ethical awareness, and develop client-focused skills, all while encouraging active participation in meaningful community initiatives. Participants will gain accredited training, invaluable mentorship from seasoned industry experts, and practical, hands-on experience within the dynamic financial advice sector. The programme aims to equip graduates with the necessary tools and insights to become trusted and effective financial advisers of the future, contributing to the transformation of the financial advice landscape through a commitment to inclusivity and diversity.

Key Responsibilities

• Support Independent Financial Advisers (IFAs) with client onboarding, administrative tasks, and ensuring compliance documentation is meticulously maintained.

• Assist in the preparation of essential reports, compelling presentations, and insightful data analysis to inform strategic business decisions.

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

• Actively participate in structured learning modules, complete assessments, and engage with feedback sessions to foster continuous professional development and competence.

• Deliver exceptional, client-centered support to IFAs and their valued clients, ensuring a high standard of service.

• Cultivate and maintain positive, professional relationships with clients, community partners, and internal stakeholders across the organisation.

• Contribute effectively to service delivery, consistently meeting and exceeding agreed-upon standards and expectations.

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

• Engage actively in Corporate Social Investment (CSI) initiatives that bolster community trust and enhance the company's brand reputation.

• Develop and nurture collaborative working relationships with peers, mentors, and key stakeholders.

• Continuously expand knowledge base regarding financial services, emerging industry trends, and best ethical practices.

• Share innovative ideas and contribute positively to a culture that promotes learning, continuous improvement, and knowledge sharing.

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

• Identify opportunities to streamline existing workflows and implement measures to reduce resource wastage.

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

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

Why Join the Company

Momentum offers a structured career path that guides individuals from administrative support roles to becoming accomplished financial advisers. You will benefit from accredited training and expert mentorship, gaining exposure to both core business operations and impactful community initiatives. This is a unique opportunity to contribute to transforming the financial advice landscape by actively supporting inclusivity and diversity. The programme provides competitive stipends and salaries, with opportunities for co-funded progression, fostering long-term career growth within a supportive and forward-thinking organisation.

How to Apply

NB. Use the links given below to Apply

Location: Durban

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Location: Gqeberha

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• BCom degree in: Financial Planning, Estate Planning, Legal Business Management, Marketing, Communications, or Finance.

• Strong digital capabilities and a proactive willingness to engage with diverse stakeholders.

• No prior industry experience is required; the programme is specifically designed for graduates eager to learn and grow.

• Must reside in the region of placement or surrounding areas.