IFA Growth & Partnerships Consultant

Momentum; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Momentum seeks a Retail Business Consultant in Cape Town to build lasting partnerships with IFAs across Myriad, Investo, Health & Investments. You will strengthen relationships through deep business analysis and continuous improvement of the IFA’s practice.

Responsibilities include visiting IFAs, delivering targeted product messages, and driving weekly activity to exceed sales targets while positioning Momentum as a trusted information source and educator in financial planning.

Qualifications

• 3-year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education or Legal.
• Willingness to study towards the degree; recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.
• 3–5 years financial service industry experience.
• 1–3 years relevant industry related sales experience.

Responsibilities

• Be visible to the IFA to understand their needs and drive their value proposition (Myriad, Investo, Health & Investments).
• Visit the IFA and IFA office 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, present and action requests the same day or record minutes of all meetings.
• Understand the IFA category and landscape, maintain long-lasting relationships, convert to ambassadors.
• Position Momentum as thought leaders in financial planning and advice outcomes.
• Be accountable, innovative, excellent, honest, diverse, and influential in business dealings.
• Enable growth of the IFA’s practice by focusing on new products, client segments, and channels.

Skills

Relationship building

Sales

Business analysis

IFA knowledge

Education

3-year BCom degree in Financial Planning, Investment, Business Management, Marketing, Finance, Education or Legal

Willingness to study towards degree / recognition of prior learning (3+ years IFA experience)

CFA and/or CFP® is an advantage

3–5 years financial services experience

Job description

Momentum seeks a Retail Business Consultant in Cape Town to build lasting partnerships with IFAs across Myriad, Investo, Health & Investments. You will strengthen relationships through deep business analysis and continuous improvement of the IFA’s practice.

Responsibilities include visiting IFAs, delivering targeted product messages, and driving weekly activity to exceed sales targets while positioning Momentum as a trusted information source and educator in financial planning.