Large FSP Relationship Analyst

Job Description,

To support the growth and strategic management of PPS’s Large FSP portfolio through relationship support, business analysis, market and regulatory intelligence, management reporting, governance support, stakeholder coordination and operational execution. The role converts complex information into clear, evidence-based findings and prepares analytical packs, presentations, business reviews and executive briefing material to support informed decision-making. It also coordinates workstreams and follow-up actions and supports adviser relationship initiatives, industry engagements, conferences, roadshows, workshops and other strategic stakeholder events, including national travel and practical on-site assistance where required. Through these activities, the role strengthens execution capacity and contributes to consistent, effective engagement across the Large FSP market.

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Requirements,

Education

• Relevant three-year tertiary qualification in Economics, Risk Management, Commerce, Finance, Business Management or a related field.
• An honours degree in a relevant discipline would be advantageous.

Experience

• At least two years of relevant experience in financial services, consulting, risk, research, business analysis, governance or a related environment
• Experience analysing complex information and preparing structured reports, analytical packs or presentations experience
• Experience coordinating workstreams, stakeholders, evidence or project deliverables Exposure to senior stakeholders or client-facing engagements.
• Experience supporting conferences, workshops or stakeholder events would be advantageous but is not essential.

Knowledge And Skills

• Good understanding of the South African financial services environment.
• Strong analytical, research and problem-solving capability.
• Ability to evaluate detailed information and present clear, evidence-based findings.
• Advanced proficiency in Microsoft Excel, PowerPoint and Word.
• Strong written communication, report-writing and presentation skills.
• Effective stakeholder engagement and relationship-management capability.
• Good planning, organisation and coordination skills.
• Understanding of governance, reporting, controls or process documentation would be advantageous.

Special Work Requirements

• Fixed-term contract for 12 months.
• National travel may be required.
• Attendance at conferences, roadshows, workshops and industry events.
• Willingness and ability to provide practical on-site support, including event set-up and breakdown activities.
• Valid driver’s license.

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Duties and Responsibilities,

Large FSP Relatrionship Support

• Support the management and development of strategic Large FSP relationships.
• Prepare business reviews, stakeholder presentations, analytical packs and engagement material.
• Conduct research and analysis to identify opportunities, risks and emerging themes within key FSP relationships.
• Support initiatives intended to improve adviser engagement, relationship effectiveness and business growth.
• Maintain accurate stakeholder information, engagement records and follow-up actions.

Market intelligence and business insights

• Analyse adviser, FSP and distribution information to identify relevant trends, risks and opportunities.
• Compile management reports, dashboards, presentations and executive briefing documents.
• Conduct structured market, regulatory and competitor research relevant to the Large FSP environment.
• Convert complex information into clear findings and practical recommendations for decision-making.
• Support due diligence, gap analysis and other structured analytical assignments when required.

Governance, reporting and process improvement

• Support governance processes, action tracking, reporting requirements and document control.
• Prepare factual findings reports, business documentation and stakeholder updates.
• Assist with the review and improvement of reporting, relationship-management and operational processes.
• Document processes, roles, controls and agreed ways of working.
• Monitor agreed deliverables and provide clear status reporting to relevant stakeholders.

Stakeholder engagement

• Engage professionally with advisers, Large FSP stakeholders, internal business units and senior management.
• Coordinate meetings, workshops, business reviews and stakeholder forums.
• Prepare agendas, presentations, briefing packs and supporting analysis.
• Record decisions, responsibilities and follow-up actions accurately.
• Build constructive working relationships and support consistent stakeholder communication.

Adviser events and industry engagement

• Support the planning and execution of adviser conferences, roadshows, workshops, exhibitions and stakeholder events.
• Attend events nationally and provide on-site operational support.
• Assist with registrations, delegate communication, event material and stakeholder coordination.
• Provide hands-on support with the physical set-up and breakdown of event stands, branding and display material when required.
• Ensure presentations, stakeholder packs and supporting material are prepared and available.
• Represent PPS professionally during adviser and Large FSP engagements.
• Capture stakeholder feedback, business insights and follow-up opportunities arising from events.
• Compile post-event reports and coordinate agreed follow-up actions.

Strategic and operational projects

• Support defined strategic and operational initiatives within the Large FSP portfolio.
• Coordinate workstreams, information requests, deliverables and stakeholder inputs.
• Apply structured analysis and problem-solving to project requirements.
• Prepare progress reports, recommendations and decision-support material.
• Take accountability for assigned deliverables and follow through to completion.