Retail Financial Advisor & IFA Growth Consultant

Momentum; Krugersdorp; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Momentum is seeking a driven financial services professional in Gauteng to engage and support independent financial advisors (IFAs). You will visit IFAs, present Momentum’s value proposition, and help them meet sales targets through disciplined planning.

With 3–5 years in financial services and knowledge of risk, insurance products and regulatory requirements, you will grow Momentum’s advisory network while upholding integrity and client trust.

Qualifications

• 3-year BCom degree as listed; willingness to study further.
• CFA/CFP® is an advantage for progression.
• 3–5 years experience in financial services; IFA sales exposure.

Responsibilities

• Visit IFAs based on a defined plan and present Momentum value proposition.
• Understand IFA needs and tailor the value proposition.
• Engage through face-to-face visits; minimum 16 weekly visits.
• Demonstrate a professional, disciplined IFA agenda and keep meeting minutes.
• Listen actively, ask coaching questions and provide guidance.
• Build long-lasting relationships, turning non-active IFAs into ambassadors.
• Support educate and enable IFAs to achieve targets.

Skills

Financial services knowledge

Risk assessment knowledge

Regulatory knowledge

Client relationship building

Education

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

Willingness to study towards degree and recognition of prior learning if you have 3+ years of experience in the IFA industry

CFA/CFP® is an advantage

Tools

Momentum Myriad

Investo

Job description

Momentum is seeking a driven financial services professional in Gauteng to engage and support independent financial advisors (IFAs). You will visit IFAs, present Momentum’s value proposition, and help them meet sales targets through disciplined planning.

With 3–5 years in financial services and knowledge of risk, insurance products and regulatory requirements, you will grow Momentum’s advisory network while upholding integrity and client trust.