IFA Growth & Partnerships Consultant

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

Job summary

Momentum Johannesburg seeks a Retail Business Consultant to forge energetic partnerships with IFAs and to drive value across Myriad, Investo, Health & Investments. The role emphasizes ease of doing business, first-class service, and deep business analysis to grow the IFA’s practice.

You will engage, enthuse, educate and Enable growth by delivering market insights, building lasting relationships, and positioning Momentum as a trusted information source for financial planning and advice outcomes.

Qualifications

• 3-year business/commercial background required or similar degree.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years in IFA.
• CFA and/or CFP® is an advantage.

Responsibilities

• Be visible to the IFA to understand needs and drive value proposition (Myriad, Investo, Health & Investments).
• Visit the IFA and IFA office to deliver marketing messages on products.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Record minutes of meetings and present the IFA Agenda professionally.

Skills

Relationship management

Sales experience

Financial services knowledge

Education

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

Willingness to study towards the degree / recognition of prior learning

Tools

Momentum Myriad

Investo products

Job description

Momentum Johannesburg seeks a Retail Business Consultant to forge energetic partnerships with IFAs and to drive value across Myriad, Investo, Health & Investments. The role emphasizes ease of doing business, first-class service, and deep business analysis to grow the IFA’s practice.

You will engage, enthuse, educate and Enable growth by delivering market insights, building lasting relationships, and positioning Momentum as a trusted information source for financial planning and advice outcomes.