IFA Relationship & Growth Consultant

Momentum; Johannesburg; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Momentum seeks a Retail Business Consultant to build strong, lasting partnerships with IFAs and promote a wide range of Momentum products. The role emphasizes proactive engagement, market intelligence, and continuous improvement of IFA businesses.

The candidate should have a 3-year BCom degree related fields, be willing to study further, and have 3–5 years in financial services with a keen business acumen and knowledge of regulatory guidelines.

Qualifications

• 3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education or Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years in the IFA industry.
• 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 IFA offices and deliver marketing messages on products.
• Analyse, monitor and increase prescribed weekly activities to exceed sales targets.
• Record minutes of meetings and respond promptly to requests.

Skills

Relationship building

Analytical thinking

Communication

Negotiation

Education

BCom degree in Financial Planning / Investment / Business Management / Marketing / Finance / Education / Legal

Job description

Momentum seeks a Retail Business Consultant to build strong, lasting partnerships with IFAs and promote a wide range of Momentum products. The role emphasizes proactive engagement, market intelligence, and continuous improvement of IFA businesses.

The candidate should have a 3-year BCom degree related fields, be willing to study further, and have 3–5 years in financial services with a keen business acumen and knowledge of regulatory guidelines.