Internship| Financial Planning And Advice- Johannesburg at Momentum Metropolitan Holdings Limited

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:13th September,2025