Growth Analyst

Job Advert Summary

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.

Minimum Requirements

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:

• Basic understanding of financial services
• MS Office proficiency
• Willingness to learn and grow fast
• Attention to detail
• Intermediate Excel.
• Attention to detail and commitment to accuracy

Duties and 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 business growth.
• Capture and share meaningful feedback with Product, Underwriting, and relevant internal teams on adviser needs, competitor activity, market trends, and recurring pain points seen or heard in the field.
• 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 adding deep value to advisers and their staff.

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
• Ownership of service outcomes when commitments are not met
• Deliver a consistently professional, responsive, and value-adding experience in every adviser interaction, ensuring that advisers experience glu as easy, efficient, and valuable to work with.
• Build deep, trusted relationships with the identified adviser panel and their support staff, positioning glu as their first-choice partner for financial togetherness solutions.
• Ensure the adviser panel and their staff are trained, informed, and kept up to date on glu’s financial togetherness solutions, tools, processes, platforms, and support channels.
• Identify opportunities to add value through relevant insights, support, follow-up, and proactive guidance that strengthens adviser confidence and loyalty.
• Support adviser and support-staff training sessions, awareness initiatives, and communication activities to drive understanding, adoption, and effective use of glu solutions and tools.
• Take ownership when service commitments across the business are not met, driving follow-through, escalation, communication, and resolution until the outcome is achieved for the Growth Partner, adviser, and client.

Growth: Partner Support

• Lead, quote, and follow-up closure
• Upselling and cross-selling opportunities
• Revenue unlock insights and adviser opportunity analysis
• Reports and data to support the right adviser conversations
• Early identification of risks to growth targets
• Support the Growth Partner in winning advisers by ensuring all leads, quotes, and follow-up activities are actively tracked, progressed, and closed out with urgency and accuracy.
• Obsessively identify upselling and cross-selling opportunities across the adviser panel, pipeline, client base, and quote activity to help unlock growth and deepen adviser engagement.
• Provide the Growth Partner with clear insights on where revenue can be unlocked, including opportunities linked to adviser behaviour, product gaps, outstanding quotes, and under-penetrated financial togetherness solutions.
• Prepare and share relevant reports, data, and analysis that help the Growth Partner prioritise the right adviser conversations, focus on the highest-value opportunities, and drive measurable growth outcomes.
• Proactively alert the Growth Partner to any trends, risks, service issues, adviser feedback, or missed opportunities that may impact the achievement of growth targets, and support the actions required to address them.

Stakeholder Relationship Management

• Foster positive relationships with internal and external stakeholders through professional communication and service delivery.
• Act as a key liaison between advisers, Growth Partners, and operational support teams.
• Promote collaboration and information sharing to ensure clients and advisers receive a seamless service experience.
• Support the coordination of engagement activities aimed at strengthening adviser relationships and client retention.

Competencies:

• Continuous learning
• Teamwork
• Effective communication
• Initiative
• Adaptability
• Resilience
• Professionalism
• Accountability