Graduate Programme: Independent Financial Adviser (IFA) Gradidge Mahura Investments (Pty) Ltd in partnership with Momentum Distribution Services (MDS) - Cape Town MMH260814-8

About this opportunity

Role Purpose Year 1 – Foundation Phase (Administrative Assistant) Cost to Company Salary: R6 500 per month with an additional R6 500 monthly top-up by Gradidge Mahura Investments (Pty) Ltd 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. Year 2 – Paraplanner Role (Transition Phase) Cost to Company Salary: R14 000 per month 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, an