IFA Growth Partner, Retail Finance Consultant

Momentum; Sandton; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Momentum, a leading financial services provider in SA, seeks a Retail Business Consultant to build enduring partnerships with IFAs. You will drive value through Myriad, Investo, and related products while delivering first-class service.

Applicants should have a 3-year BCom degree, 3–5 years in financial services, and a mindset for continuous improvement in risk, underwriting, tax, and business assurance. CFA/CFP advantage is a plus.

Qualifications

• 3-year BCom degree or equivalent in Financial Planning, Investment or related fields.
• Willingness to study towards the degree if 3+ years in IFA industry.
• CFA and/or CFP® is an advantage.

Responsibilities

• Engage with IFAs to understand needs and drive value proposition (Myriad, Investo, Health & Investments).
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages across products.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the IFA agenda professionally and record minutes of meetings.

Skills

Sales experience

Financial services knowledge

Relationship building

Negotiation

Education

BCom degree

Willingness to study towards degree

CFA/ CFP advantage

Tools

Momentum Myriad

Investo

Job description

Momentum, a leading financial services provider in SA, seeks a Retail Business Consultant to build enduring partnerships with IFAs. You will drive value through Myriad, Investo, and related products while delivering first-class service.

Applicants should have a 3-year BCom degree, 3–5 years in financial services, and a mindset for continuous improvement in risk, underwriting, tax, and business assurance. CFA/CFP advantage is a plus.