Role Purpose

The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial Advisers (IFAs) that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first‑class services, deep business analysis and continuous improvement of the IFA’s business.

Qualifications

• 3‑year BCom degree in the following fields: Financial Planning, Investment or Business Management, Marketing, Finance, Education and Legal.
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience in the IFA industry.
• CFA and/or CFP® is an advantage.

Experience

• 3 to 5 years financial services industry experience.
• 1 to 3 years relevant industry‑related sales experience.
• Experience...