IFA Growth & Partnerships Consultant

Momentum; Bloemfontein; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Momentum is seeking a Retail Business Consultant to forge strong partnerships with IFAs and drive growth across Myriad, Investo, Health & Investments. The role emphasizes building deep, trusted relationships, delivering market messages, and driving sales through proactive engagement.

You will work to understand IFA needs, improve business processes, and contribute to Momentum's leadership in retail financial services while staying compliant with industry regulations.

Qualifications

• 3+ years in the IFA industry or willing to study towards degree
• Strong understanding of financial services, risk assessments, underwriting and tax
• Industry knowledge of Momentum Myriad and Investo products is an advantage

Responsibilities

• Engage with IFAs by visiting offices and communicating Momentum product messages
• Analyse activities and work to exceed weekly sales targets
• Build long-lasting relationships with IFAs and provide value through service and information

Skills

Relationship Management

IFA Engagement

Sales Experience

Education

BCom Degree

Financial Planning (advantage)

CFP/CFA Advantage

Job description

Momentum is seeking a Retail Business Consultant to forge strong partnerships with IFAs and drive growth across Myriad, Investo, Health & Investments. The role emphasizes building deep, trusted relationships, delivering market messages, and driving sales through proactive engagement.

You will work to understand IFA needs, improve business processes, and contribute to Momentum's leadership in retail financial services while staying compliant with industry regulations.