Growth Analyst: Adviser Partnerships & Insights

Pivot Services; Cape Town; Presencial; ZAR 300.000 - 420.000; Jornada completa

Descripción de la vacante

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

Formación

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

Responsabilidades

• 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.

Conocimientos

Professional communication

Adviser relationship management

Customer service

Analytical thinking

Educación

Bcom / related degree

Postgraduate qualification (preferred)

Descripción del empleo

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