Growth Analyst

Pivot Services; Cape Town; In loco; ZAR 300.000 - 420.000; Tempo pieno

Descrizione del lavoro

Pivot Services is seeking a role focused on providing technical and analytical support to the Growth Partner, helping advisers engage effectively and ensuring quotes are prepared and progressed. The position emphasizes identifying upsell opportunities and delivering adviser training to strengthen partnerships and growth delivery.

Ideal candidates may hold a BCom or related degree, with postgraduate qualifications preferred, and are expected to deliver professional, responsive support for adviser

Competenze

• Education: Degree in BCom, BCom Investments, BCom Financial Planning, CFP, BCom Data Analytics, CA, CFA; postgraduate qualification preferred.
• Experience: No prior experience required.

Mansioni

• Provide technical and analytical support to the Growth Partner to enable adviser engagement, support quote preparation and follow-through.
• Identify upselling and cross-selling opportunities and ensure quotes are progressed and closed.
• Deliver training support to advisers and staff when required and assist with adviser relationships, pipeline management and growth delivery.

Conoscenze

Professional communication

Adviser relationship management

Customer service

Analytical thinking

Formazione

Bcom / related degree

Postgraduate qualification (preferred)

Descrizione del lavoro

Added: 27 October 2026 Listing date: Not supplied

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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...