Talent Pool: Investment Consultant
4 weeks ago
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose Join our talent pool to stay connected. We proactively identify and keep qualified candidates ready for future job openings. The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous improvement of the IFA's business. Requirements Experience and Qualifications: Qualifications: 3-year BCom degree in the following fields: Business Management, Investments (essential) Honours degree is an advantage CFA and/or CFP is an advantage Experience: 3 to 5 years' financial service industry experience - must include investments (essential) Experience in Momentum Investments is an advantage Strong knowledge of the investments and wealth management industry in SA and international markets including but not limited to Fund Selection, DFM and Securities. A proven track record in successfully dealing with clients and/or IFAs in a practice management environment is an advantage. Technology Savvy Duties & Responsibilities Enthuse through Brand, SME Service & Digital Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used. Ensure long-lasting, deep, and meaningful relationships with the IFA IFAs to move from non-active supporters to active supporters, to ambassadors. Connection to the brand and digital way of work Production/Business retention & growth of assets Enable and empower through partnership Momentum is seen as the business partner of choice SIC understands the power of financial planning and advice and how our products can assist the IFA to grow. Advice-led coaching competence of the IFA Have a good understanding of the strengths, vulnerabilities, risks, and opportunities of the panel they support. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings Influence through coaching and learning IFA having the perception that Momentum are thought leaders. Good source of information. Investment consultant will coach every IFA that they look after through 1:1 coaching sessions and regular engagements Investment Consultant will have a very clear understanding of the impact of regulation on the IFA practice. Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings Competencies Leading change and innovation Diversity and inclusiveness Drive for results Ability to drive and influence IFA commitment Collaboration Impact and influence Growing talent Self-awareness and insight #J-18808-Ljbffr
-
Talent Pool: Investment Consultant
1 week ago
Bloemfontein, Orange Free State, South Africa Momentum Full time R250 000 - R500 000 per yearClosing Date2025/12/20 Reference NumberMMH Job TitleTalent Pool: Investment Consultant (Bloem) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceFree State Location - Town / CityBloemfontein IntroductionMomentum, a financial services provider of...
-
Talent Pool: Investment Consultant
2 days ago
Bloemfontein, Orange Free State, South Africa Momentum Group Limited Full time R4 500 000 - R9 000 000 per yearIntroductionMomentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit andinnovative culture is committed to wealth creation and preservation, insurance, and income protection forall our clients. We do this through our understanding of the retail insurance, savings, and investmentmarkets in SA.Role PurposeJoin our...
-
Talent Pool: Investment Consultant
3 weeks ago
Bloemfontein, South Africa Momentum Full timeRole Purpose Join our talent pool to stay connected. We proactively identify and keep qualified candidates ready for future job openings. The Investment Consultant crafts passionate, self‑starter, energetic, and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and...
-
Talent Pool: Retail Business Consultant
2 weeks ago
Bloemfontein, South Africa Momentum Full timeTalent Pool: Retail Business Consultant (Bloemfontein) Momentum Bloemfontein, Free State, South Africa 3 weeks ago Be among the first 25 applicants Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all...
-
Talent Pool: Retail Business Consultant
6 days ago
Bloemfontein, Orange Free State, South Africa Momentum Full time R250 000 - R500 000 per yearClosing Date2025/12/31 Reference NumberMMH Job TitleTalent Pool: Retail Business Consultant (Bloemfontein) Position TypePermanent Role FamilySales ClusterMomentum Distribution Services Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceFree State Location - Town / CityBloemfontein IntroductionMomentum, a financial services...
-
Investment Consultant: Wealth Growth Coach
1 week ago
Bloemfontein, South Africa Momentum Full timeA financial services provider is seeking an Investment Consultant in Bloemfontein to enhance relationships with independent financial advisors (IFAs) and drive business growth. The ideal candidate will have a BCom degree, experience in the financial services sector, and a passion for coaching IFAs. This role focuses on wealth management and the importance of...
-
Broker Business Development Consultant
3 days ago
Bloemfontein, South Africa Telesure Investment Holdings (TIH) Full timeBroker Business Development Consultant (Free-State) Join to apply for the Broker Business Development Consultant (Free-State) role at Telesure Investment Holdings (TIH) Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose. Job Purpose Build, maintain and enhance...
-
Broker Business Development Consultant
3 days ago
Bloemfontein, South Africa Telesure Investment Holdings (TIH) Full timeBroker Business Development Consultant (Free-State) Join to apply for the Broker Business Development Consultant (Free-State) role at Telesure Investment Holdings (TIH) Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose. Job Purpose Build, maintain and enhance...
-
Broker Consultant
6 days ago
Bloemfontein, Orange Free State, South Africa Sanlam Group Full time R44 928 - R250 000 per yearWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...
-
Broker Consultant
2 days ago
Bloemfontein, Orange Free State, South Africa Sanlam Full time R250 000 - R500 000 per yearWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...
