IFA Growth & Partnerships Consultant

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

Job summary

Momentum’s Retail Business Consultant role focuses on building strong partnerships with IFAs to expand distribution of Myriad, Investo, Health & Investments. You will visit IFA offices, deliver compelling product messages, and drive weekly activity to surpass sales targets while delivering first‑class service.

The role emphasizes deep business analysis, continuous improvement, and a proactive approach to expanding Momentum’s IFA network and overall market presence.

Qualifications

• 3-year BCom degree in Financial Planning, Investment or related fields.
• 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

• Engage: Be visible to the IFA to understand needs and drive value propositions for Myriad, Investo, Health & Investments.
• Visit the IFA and IFA office based on a defined plan and deliver marketing messages on products.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda, record minutes of meetings as needed.

Skills

Interpersonal skills

Communication

Negotiation

Sales orientation

Relationship building

Analytical thinking

Education

BCom degree (3-year)

CFA/ CFP advantage

Job description

Momentum’s Retail Business Consultant role focuses on building strong partnerships with IFAs to expand distribution of Myriad, Investo, Health & Investments. You will visit IFA offices, deliver compelling product messages, and drive weekly activity to surpass sales targets while delivering first‑class service.

The role emphasizes deep business analysis, continuous improvement, and a proactive approach to expanding Momentum’s IFA network and overall market presence.