Graduate Programme – Independent Financial Adviser (IFA) TIB Wealth (Pty) Ltd in partnership with Momentum Distribution Services (MDS) MMH260625-105

Momentum

Role Purpose

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.

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)

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.

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 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.

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