IFA Growth & Partnerships Consultant

Momentum; Cape Town; On-site; ZAR 420,000 - 620,000; Full time

Job summary

Momentum in Cape Town seeks a Retail Business Consultant to craft strong partnerships with IFAs across a range of products and markets. You will strengthen relationships through first-class service, deep business analysis, and continuous improvement of the IFA’s business.

The role focuses on engaging with IFAs, presenting Momentum’s Myriad, Investo, Health & Investments, and driving value through strategic campaigns and market insights.

Qualifications

• 3-year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education or Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Responsibilities

• Be visible to the IFA to understand their needs and drive value proposition (Myriad, Investo, Health & Investments).
• Visit the IFA and IFA offices based on a defined plan and deliver marketing messages on the range of products.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, take minutes of all meetings.
• Understand the IFA category we are targeting, the landscape, competitors, events that will enthuse and moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA.
• IFAs to move from non-active supporters to active supporters, to ambassadors.
• Enhance the perception that Momentum are thought leaders and be the IFA's information source within Momentum.
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings.
• Enable better financial planning and advice outcomes.
• Consultants develop trusting relationships with the IFA to grow the business by identifying new products, client segments and channels.

Education

BCom degree in Financial Planning / Investment / Business Management / Marketing / Finance / Education / Legal

Job description

Momentum in Cape Town seeks a Retail Business Consultant to craft strong partnerships with IFAs across a range of products and markets. You will strengthen relationships through first-class service, deep business analysis, and continuous improvement of the IFA’s business.

The role focuses on engaging with IFAs, presenting Momentum’s Myriad, Investo, Health & Investments, and driving value through strategic campaigns and market insights.