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Investment Consultant – Free State
Closing Date
2026/07/12
Reference Number
MMH260706-11
Job Title Investment Consultant – Free State
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Free State
Location – Town / City Bloemfontein
Introduction
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.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
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
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.
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
Click here to apply
Investment Consultant – Pretoria
Closing Date
2026/07/12
Reference Number
MMH260706-10
Job Title Investment Consultant – Pretoria
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Menlyn
Introduction
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.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
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
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.
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
Click here to apply
Graduate Programme – Independent Financial Adviser (IFA) Gradidge Mahura Investments (Pty) Ltd in partnership with Momentum Distribution Services (MDS)
Closing Date
2026/07/08
Reference Number
MMH260626-4
Job Title Graduate Programme – Independent Financial Adviser (IFA) Gradidge Mahura Investments (Pty) Ltd in partnership with Momentum Distribution Services (MDS)
Position Type Graduate
Role Family Operations
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg
Introduction
Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme, a structured three-year journey designed to build your professional competence, ethical awareness, and client-focused skills while contributing to meaningful community initiatives.
This programme offers accredited training, mentorship, and hands-on experience in the dynamic world of financial advice, preparing you to become a trusted adviser of the future.
Why Join The Graduate Programme?
Structured career path from administrative support to financial adviser.
Accredited training and mentorship from industry experts.
Exposure to both business operations and community initiatives.
Opportunity to contribute to transforming the financial advice landscape by supporting inclusivity and diversity.
Competitive stipends and salaries with co-funded progression.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Year 1 – Foundation Phase (Administrative Assistant)
Stipend: R6 500 per month with an additional R6500 monthly top-up by Gradidge Mahura Investments (Pty) Ltd
Focus: Technical proficiency, compliance, and client support
Support IFAs with client onboarding, administration, and compliance documentation.
Participate in structured learning modules covering technical, business, and client training.
Gain exposure to financial needs analysis, compliance (FAIS, POPIA), and client communication.
Demonstrates high-quality processing and resilience in follow-ups, ensuring cases are resolved promptly within stringent performance standards..
Build strong relationships with clients, mentors, and stakeholders.
Develop skills in practice management, financial literacy, marketing, and digital tools.
Receive continuous mentorship and coaching.
Year 2 – Paraplanner Role (Transition Phase)
Salary: R14 000 per month
Focus: Holistic financial planning and advanced technical skills
Transition into the paraplanner role, supporting advisers with financial planning.
Begin preparation for Regulatory Examination (RE5).
Learn to develop holistic financial plans, identify cross-sell and upsell opportunities, and manage client reviews.
Apply knowledge of financial products, quoting processes, and client segmentation.
Continue mentorship and structured training through the New Adviser Academy.
Strengthen analytical, reporting, and client relationship skills.
Year 3 – Junior Financial Adviser (Under Supervision)
Salary: R18 000 per month
Focus: Fit & Proper Competency and adviser readiness
Transition into a junior financial adviser role, working under supervision.
Complete Fit & Proper Competency requirements, including: Class of Business training, Product-specific accreditation and, RE5 qualification
Gain practical exposure to client-facing engagements, advice delivery, and ethical practice.
Participate in quarterly mock client-facing assessments to refine advisory skills.
Build confidence in delivering inclusive financial solutions aligned with Momentum’s values.
Prepare for long-term career progression, including potential RE1 exams and CFP designation.
Requirements
Candidate Qualification and Minimum Requirements
Minimum of a BCom degree in Financial Planning OR with a major in Financial Planning, Estate Planning, or Post Graduate Diploma in Financial Planning.
Strong digital capabilities and willingness to engage with diverse stakeholders.
No prior industry experience required – this programme is designed for graduates eager to learn and grow.
Must reside in the region of placement and surrounding areas.
Duties & Responsibilities
Support IFAs with client onboarding, administration, and compliance documentation.
Assist in preparing reports, presentations, and data analysis to inform business decisions.
Ensure compliance with FAIS, POPIA, and other regulatory requirements.
Participate in structured learning modules, assessments, and feedback sessions to build professional competence.
Deliver professional, client-centered support to IFAs and their clients.
Build and maintain positive relationships with clients, community partners, and internal stakeholders.
Contribute to service delivery that meets agreed standards and expectations.
Recommend enhancements to client service and promote fair treatment of clients.
Actively participate in CSI initiatives that strengthen community trust and brand reputation.
Develop and maintain collaborative working relationships with peers, mentors, and stakeholders.
Continuously expand knowledge of financial services, industry trends, and ethical practice.
Share innovative ideas and contribute to a culture of learning and improvement.
Take ownership of personal career development through mentorship, CPD activities, and reflective practice.
Identify opportunities to streamline workflows and reduce resource wastage.
Demonstrate accountability in managing company resources entrusted during the programme.
Provide input into risk identification and mitigation processes, ensuring compliance and ethical standards.
Competencies
COMPETENCIES
Deciding and Initiating Action: Demonstrates initiative, confidence, and accountability in both business and CSI projects.
Systems Thinking: Recognises how tasks, client interactions, and CSI activities align with broader organisational goals and impact Momentum’s reputation.
Planning and Organising: Sets clear objectives, manages time effectively, adapts to change, and organises resources to meet deadlines.
Delivering Results and Meeting Client Expectations: Maintains high standards of accuracy and professionalism, consistently achieving programme and CSI outcomes.
Following Instructions and Procedures: Adheres to organisational policies, compliance requirements, and CSI guidelines with reliability and respect for authority.
Coping with Pressures and Setbacks: Remains productive and composed under pressure, balancing demands and learning constructively from feedback.
Entrepreneurial and Commercial Thinking: Demonstrates awareness of industry trends and community needs, identifies opportunities to add value, and contributes to sustainable business practices.
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