Description:
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 meetingsPhase 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 tasksTraining & 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 engagementIdeal for: Motivated graduates passionate about financial planning and client service, seeking a structured pathway into a financial adviser career.
14 Feb 2026;
from:
gumtree.co.za