Graduate Financial Advisor Mentorship Programme

Legacy Recruitment Company · Sandton, Umhlanga and Century City

Posted 5 August 2026

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Introduction

This is a three-year mentorship programme designed as a springboard to launch a young graduate professional's career in the financial industry.

The successful candidate must have the desire and long-term vision to build a professional practice by marketing risk and investment products from a well-established platform. As this period is recognised as the building phase, the candidate will need to be target-orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.

The Graduate Advisor will be responsible for prospecting and building a client base within the young professional and student market, under the guidance of experienced mentors.

Duties & Responsibilities

  • Take a focused approach toward becoming a professional Financial Planner.
  • Host financial workshops for students and young professionals.
  • Educate existing clients on sound financial principles.
  • Guide students and young professionals to make the correct financial choices from the start.
  • Make appointments with prospective clients to discuss suitable product ranges and benefits.
  • Build a client base by selling relevant risk and investment products to clients.
  • Adhere to the regulation and compliance processes of the financial industry.
  • Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
  • Be willing to be mentored and trained by experienced managers within this structured mentorship model.

Desired Experience & Qualification

Formal Qualifications

  • A relevant Bachelor's degree or equivalent qualification is required.
  • CFP / CFA would be advantageous.
  • A South African driver's licence
  • Own transport is required.

Computer Literacy

  • Wel versed in MS Office
  • Own reliable laptop

Interpersonal Skills

  • Relating to customers within a diverse market.
  • Strong written communication.
  • Confident oral communication with good presentation skills.
  • Quality orientated.
  • Reliable.
  • Customer focussed.
  • Resilient.
  • Results driven.

Package & Remuneration

As this period is recognised as the building phase, the candidate will need to be target-orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.

Commission Only.

92%.

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