Financial Planning And Advice- Johannesburg

Momentum Metropolitan Holdings Limited; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider is offering an internship in Johannesburg for graduates in Legal or Financial Planning. You will assist Legal Advisers and gain practical skills while implementing the company's financial planning strategies. Ideal candidates should have completed their CFP qualification and possess strong communication and relationship-building skills.

Qualifications

• Essential qualifications in Legal, Financial Planning or LLB.
• Must have completed CFP qualification.
• Honours degree is advantageous.

Responsibilities

• Implement the financial planning strategy for MDS.
• Make recommendations for improving client service.
• Deliver consistent service to clients.

Skills

Communication

Relationship building

Planning

Education

Com in Legal, Financial Planning or LLB

CFP qualification

Com Honours

Job description

Overview

Job title : Financial Planning And Advice- Johannesburg

Job Location : Gauteng, Johannesburg

Deadline : October 12, 2025

Introduction

Are you keen to be an indispensable member of a team that ensures an excellent service experience through partnership? Then we are keen to have you on the MDS team to lay the foundation for sales creation. Our 12-month Internship programme will expose interns to the day-to-day functioning within the area of responsibility. You will be allocated a team of Legal advisors for which you will be supporting.

Role Purpose

Graduates can expect to learn skills that will enable them to :

• Engage and build meaningful partnerships with Legal Advisers
• Use innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts.

Requirements

Experience and Qualifications

• Com in Legal, Financial Planning or LLB (essential)
• must have completed CFP qualification
• Com Honours and would be advantageous
• No prior Industry experience is required

Duties & Responsibilities

Responsibilities and work outputs

• Investigating and finding ways to implement the Momentum Distribution Services Financial Planning and Advice strategy
• Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
• Effective and consistent service delivery and support to external client ensuring service level agreements are met and or exceeded
• Develop a deeper understanding of all aspects of MDS Legal Advisers within the current portfolio
• Build trust relationships with MDS Branches
• In conjunction with HOD and MDS Legal Advisers through the member base as a lead source to conduct financial planning and advice
• Complete adhoc reports timeously as and when required
• Ensure adherence to standard operating procedures
• Ensure compliance with applicable legislation
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement, and cohesiveness.
• Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.

Competencies

• Deciding and Initiating
• Working With People
• Planning and Organising
• Coping with pressures and Setbacks
• Adhering To Principles and Values
• Relating and Networking
• Achieving Personal Work Goals and Objectives
• Presenting and Communicating Information
• Delivering Results and Meeting Customer Expectations

Deadline : 18th August, 2025

Tags

• Graduate Trainee / Internship / siwes jobs