Financial Advisors - Graduate program

Recruiter:

3RC

Job Ref:

2381452320

Date posted:

Friday, February 13, 2026

Location:

Pretoria, South Africa

SUMMARY:
-

POSITION INFO:

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.

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