IFA Growth & Partnerships Consultant

Momentum

Cape Town

On-site

ZAR 420,000 - 660,000

Full time

2 days ago

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Job summary

Momentum, a financial services provider, seeks a Retail Business Consultant to build energetic partnerships with Independent Financial Advisers (IFAs) and strengthen the IFA relationship through excellent service and insightful business analysis.

The role requires a solid financial services background, strong business acumen, and the ability to drive improvements in advisers’ planning and outcomes. You will engage, enthuse, educate and enable IFAs to achieve targets and long-term success.

Qualifications

Grade 12/Matric is required.
3+ years of experience in the IFA industry preferred.
3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education or Legal preferred.
CFA and/or CFP® is an advantage.

Responsibilities

Be visible to the IFA to understand needs and drive value proposition.
Visit the IFA and IFA office based on a defined plan and deliver a message.
Analyze, monitor and increase prescribed weekly activities to exceed sales targets.
Present the professional, disciplined nature of the IFA agenda and minutes of all meetings.
Understand targeting landscape, competitor influences, and events that will enthuse.
Ensure long-lasting, deep, meaningful relationships with the IFA.