Retail IFA Relationship & Growth Consultant

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

Job summary

Momentum seeks a Retail Business Consultant to forge lasting partnerships with Independent Financial Advisers (IFAs) and deliver superior service through insight, analysis and continuous improvement of the IFA business. You will leverage product and market intelligence to differentiate Momentum in a competitive landscape.

The role emphasizes building easy, value-driven relationships, supporting IFA growth, and maintaining high standards of professional conduct across engagements.

Qualifications

• 3–5 years in the financial services industry.
• 3-year BCom degree in Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal (preferred).
• CFA and/or CFP® is an advantage.

Responsibilities

• Be visible to the IFA in order to understand their needs and drive their 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 all meetings.

Skills

Business acumen

IFA relationships

Sales targets

Market insights

Education

BCom degree in Financial Planning/Investment/Business Management

Grade 12/Matric

Tools

Momentum Myriad

Investo

Job description

Momentum seeks a Retail Business Consultant to forge lasting partnerships with Independent Financial Advisers (IFAs) and deliver superior service through insight, analysis and continuous improvement of the IFA business. You will leverage product and market intelligence to differentiate Momentum in a competitive landscape.

The role emphasizes building easy, value-driven relationships, supporting IFA growth, and maintaining high standards of professional conduct across engagements.