Job Summary
Qualifying Criteria:
- B Com Financial Planning degree, or
- B Com Investment Management degree, or
- B Com General degree
- Must be registered for or planning to complete a Postgraduate Diploma in Financial Planning (PGDFP)
- Alternatively, graduates (NQF 5, age 25–30) earning ~R250,000 p.a.
- Strong numeric and verbal reasoning (psychometric testing required)
Development Phases:
Phase 1: Internship (Months 1–3)
- Office hours: Mon–Fri, 08:30–16:30
- Shadow experienced advisers: attend and observe meetings, sales calls, and networking
- Assist with admin, minute-taking, and compliance processes
- Attend review meetings
Phase 2: Para-planner (Months 4–6)
- Same office hours
- Take on sales accountability: daily activity reporting, secure and attend sales calls with mentors
- Participate in interviews and case study role plays
- Prepare client files, quotes, benefit statements, manage compliance and admin tasks
Training & Supervision:
- Complete induction and participate in a 12-month supervised development journey
- Ongoing support and supervision from a Sales Leader, including regular feedback and mentor engagement
Ideal for: Motivated graduates passionate about financial planning and client service, seeking a structured pathway into a financial adviser career.