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  • Posted: Dec 30, 2025
    Deadline: Feb 28, 2026
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  • PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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    Business Development & Codes Manager | Bellville, Cape Town, Western Cape | Permanent

    Job description:

    • PSG Financial Services is a leading, financial services company seeking to employ a Business Development & Codes Manager that is comfortable and experienced in fast-paced administration as well as team management. The individual must be able to manage his/her time and prioritise tasks to ensure deadlines are met. The ideal candidate must be skilled in evaluating and optimising processes. A core responsibility of this role is to effectively manage a team of codes administrators, ensuring the PSG service-level agreements are met.

    Responsibilities:

    • Management of Codes Administrator Team
    • Development and maintenance of codes policies and procedures
    • Overseeing the termination and client transfer processes
    • Maintaining product provider relationships and resolving queries
    • Management of Orphan Clients
    • Build and maintain  both internal and external stakeholder relationships
    • Ensuring that processes are in compliance with Financial Services Legislation
    • Tracking and reporting overall progress on tasks delegated
    • Provide reporting overall progress on tasks delegated
    • Manage the project deliverables in the Codes Team
    • Overseeing the onboarding of New Advisers

    Minimum requirements:

    • Matric
    • 5-7 years’ relevant strong administration experience within the financial services industry
    • 2-3 years client relationship management experience, preferably whilst managing a small team
    • Proficient in both spoken and written English and at least one other of the official South African languages
    • Computer literacy (MS Office)

    Competencies required:

    • Strong administration skills
    • Communication skills
    • Client services skills
    • Detail orientated
    • Planning and organising skills
    • Problem solving skills
    • Time management skills

    Deadline:5th January,2026

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to PSG Konsult Ltd on myfocus.psg.co.za to apply

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