Momentum: Graduate Programme – Independent Financial Adviser

•  Apply before Jul 19, 2026 

Internship Overview

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.

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.

Requirements

• Minimum of a BCom degree in:

1. Marketing,
2. Communications
3. Finance .
4. Financial Planning,
5. Estate Planning,
6. Legal Business Management,

• 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.

Skills and 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.

How to Apply

Apply Online for the Momentum: Graduate Programme – Independent Financial Adviser