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 qualificationCom Honours and would be advantageousNo prior Industry experience is requiredDuties & Responsibilities
Responsibilities and work outputs
Investigating and finding ways to implement the Momentum Distribution Services Financial Planning and Advice strategyMake 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 exceededDevelop a deeper understanding of all aspects of MDS Legal Advisers within the current portfolioBuild trust relationships with MDS BranchesIn conjunction with HOD and MDS Legal Advisers through the member base as a lead source to conduct financial planning and adviceComplete adhoc reports timeously as and when requiredEnsure adherence to standard operating proceduresEnsure compliance with applicable legislationMake 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 InitiatingWorking With PeoplePlanning and OrganisingCoping with pressures and SetbacksAdhering To Principles and ValuesRelating and NetworkingAchieving Personal Work Goals and ObjectivesPresenting and Communicating InformationDelivering Results and Meeting Customer ExpectationsDeadline : 18th August, 2025
Tags
Graduate Trainee / Internship / siwes jobs#J-18808-Ljbffr
