Retail IFA Partnerships Consultant

Momentum; Pietermaritzburg; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Momentum, a financial services provider, seeks a Retail Business Consultant to cultivate partnerships with IFAs, drive business intelligence, and support wealth creation and protection for clients in SA. The role emphasizes client-focused service, rigorous business analysis, and continuous improvement of IFA partnerships.

Qualified candidates will have a 3-year BCom degree, 3–5 years in financial services, and 1–3 years of sales experience; CFP is advantageous.

Qualifications

• 3-year BCom degree in Business Management, Marketing, Communications, Finance and 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

• 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.
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of meetings.
• Educate IFA to position Momentum as a thought leader and source of information within Momentum.

Job description

Momentum, a financial services provider, seeks a Retail Business Consultant to cultivate partnerships with IFAs, drive business intelligence, and support wealth creation and protection for clients in SA. The role emphasizes client-focused service, rigorous business analysis, and continuous improvement of IFA partnerships.

Qualified candidates will have a 3-year BCom degree, 3–5 years in financial services, and 1–3 years of sales experience; CFP is advantageous.