IFA Partnership & Growth Consultant

Momentum

Durban

On-site

ZAR 360,000 - 520,000

Full time

12 hours ago

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Job summary

Momentum is seeking a Retail Business Consultant to build passionate partnerships with IFAs. You will leverage product and market intelligence to stand out and strengthen the consultant/IFA relationship.

A deep understanding of risk, underwriting, and tax will support better financial planning. Ideal candidates have 3–5 years in financial services with 1–3 years of sales experience; momentum knowledge is a plus.

Qualifications

3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal (essential)
Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in MDS
CFP® is an advantage.

Responsibilities

Understand the target landscape, competitive influences, and critical moments of truth used.
Ensure long-lasting, deep, and meaningful relationships with IFAs.
IFAs move from non-active supporters to active supporters and ambassadors.