Financial Advisors - Graduate program

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.