Graduate Programme – Independent Financial Adviser (IFA) TIB Wealth (Pty) Ltd in partnership with Momentum Distribution Services (MDS)
Core
A structured three-year graduate programme transitioning candidates from administrative support to junior financial adviser roles within the wealth management sector.
Role type
Graduate Programme – Independent Financial Adviser (IFA)
Builds
Client onboarding, compliance documentation, holistic financial plans, and client-facing advisory services.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, compliance (FAIS, POPIA), client relationship management, data analysis, regulatory examination preparation (RE5), practice management
Preferred skills
Digital capabilities, marketing, financial literacy, product-specific accreditation
Technologies
Digital tools, reporting systems
Responsibilities
Support IFAs with client onboarding and administration, prepare reports and data analysis, ensure regulatory compliance, participate in structured learning and assessments, deliver client-centered support, contribute to community initiatives (CSI)
Seniority
Graduate, entry-level with progression path