Grorth Analyst

Pivot Services; Cape Town; On-site; ZAR 300,000 - 520,000; Full time

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Job summary

Pivot Services in Cape Town is seeking a Growth Partner support specialist to enable adviser engagement, assist quote preparation, and ensure quotes progress to close. The role is the entry point into the Growth Team, delivering practical exposure to the glu value proposition and pipeline management.

You will identify upsell and cross-sell opportunities, provide training to advisers and staff, and collaborate with Product, Underwriting, and other teams to improve adviser experience.

Qualifications

• Deliver a consistently professional, responsive, and value-adding experience in every adviser interaction.

Responsibilities

• Growth: General support - identify and escalate adviser experience challenges and share feedback with Product, Underwriting and internal teams.
• Growth: Adviser Support - build deep relationships with adviser panel and support staff; provide adviser training and adoption of financial togetherness solutions.

Education

BCom degree

Postgraduate qualification

CFP

CFA

CA

Job description

calendar_month Date added 3 November 2026

Source and closing date checked Employer, application source and closing date checked before publication.

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About the Role

To provide technical and analytical support to the Growth Partner by enabling effective adviser engagement, supporting quote preparation and follow-through, and helping to ensure that quotes are progressed and closed. The role is focused on winning and strengthening adviser relationships through accurate analysis, responsive support, consistent identification of upselling and cross-selling opportunities, and the delivery of training support to advisers and their staff when required. This role serves as the entry point into the Growth Team, providing practical exposure to the glu value proposition, adviser partnerships, pipeline management, and growth delivery.

Key Responsibilities

• Growth: General support - Act as the eyes and ears of the Growth Team by actively identifying general process, system, service, and operational challenges that may impact adviser experience or bus... - Capture and share meaningful feedback with Product, Underwriting, and relevant internal teams on adviser needs, competitor activity, market trends, and recurring pain poi... - Help win adviser support by ensuring every interaction, process improvement, and service response makes it simpler and faster to do business with glu, while consistently... - Growth: Adviser Support - Professional, value-adding adviser interactions - Deep relationships with the identified adviser panel and support staff - Adviser training, awareness, and adoption of financial togetherness solutions, tools, and processes

Qualifications and Experience

• Education: - Degree: Bcom, Bcom Investments, Bcom Financial Planning, CFP, Bcom Data Analytics, CA, CFA, - Postgraduate qualification in any of the fields above (preferred) - Experience: - No prior experience required - Knowledge and Skills:
• Deliver a consistently professional, responsive, and value-adding experience in every adviser interaction, ensuring that advisers experience...

work Employment type Permanent

location_on Location Newlands, Western Cape, South Africa

apartment Employer PPS

event Closing date 8 November 2026