Distribution Analyst

1 week ago


Bellville, Western Cape, South Africa PSG Konsult Full time R400 000 - R800 000 per year

PSG is a leading financial services company, seeking a Distribution Analyst with strong reporting and executive assistance experience, reporting to the Heads of: Distribution Wealth, Insure & Employee Benefits.

Responsibilities:

  • Reporting, including data collection, analysis, interpretation and presentation of data
  • Managing processes with Regional Managers (RMs) and their Regional Administrators (RAs)
  • Key enabler of the ideal office strategy and provision of management information
  • Assume the Lead on Wealth and Insure Board Packs, DMM and Top 50 reporting
  • Driving process enhancements and efficiencies
  • Liaison with support divisions
  • Training, vesting and oversight of new RAs with focus on data analysis for practice development
  • Project management

Minimum requirements:

  • Relevant degree such as BCom (Finance)
  • 3-5 years working experience in the financial services industry in a similar position
  • MS Office (Advanced Excel, PowerPoint) and MIS software e.g. QlikView
  • Proficient in both spoken and written English

Competencies required:

  • Analytical ability
  • Ability to work independently
  • Problem solving skills
  • Resilient
  • Time Management

How to Apply:

Candidates interested must apply on Indeed no later than 19 November 2025.

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

Job Type: Full-time

Ability to commute/relocate:

  • Bellville, Western Cape: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • Do you have experience in MIS software e.g. QlikView? (Please Specify)
  • Do you have experience with board report, presentation, and collating data into a presentation format?
  • Do you have experience working with many financial planners in the financial services industry?

Experience:

  • analytical financial services industry: 3 years (Required)
  • reporting, data collection, interpretation & analysis: 3 years (Required)
  • project management: 3 years (Required)

License/Certification:

  • Bcom Degree in Finance or similar (Required)

Work Location: In person


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