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 offi... read moreces throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.
Job description:
The Recruitment Consultant is responsible for partnering with key stakeholders to provide a comprehensive in-house recruitment service for the Adviser Offices on a national basis w
Responsibilities:
Data interpretation of Direct Sales models
Data analysis of trade research ideas
Build of automated reporting structures
Maintain integrity of sales models
Compile repo
Responsibilities:
Ensure to upload and process all Interlink pricing and cashflows files
Reduce all interlink and pricing recon items to an ageing limit
Ensure to effectively calculate and p
Job description:
This role is responsible for providing quality legal advice and guidance to the company, operating in the financial services sector.
Responsibilities:
Providing legal
Responsibilities:
Aggressive selling of short-term products specialising in personal and commercial lines
Quotations for clients
Follow up on leads
Advising clients on their short-term ins
Job description:
Will be responsible for overseeing all risk management activities for Distribution Wealth, performing accurate and independent analysis in relation to risk items (including operati
Job description:
To provide underwriting assistance to the Adviser and manage the claims process from start to finish.
Responsibilities:
Liaising with and providing feedback to clients
H
Job description:
To provide the practice management with support in managing and following up on matters relating to Employer Funds with Providers, as well as supporting members employed by those c
Job description:
This is an opportunity for a dynamic Wealth Adviser Assistant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial
Job description:
To provide underwriting assistance to the Adviser. The position will focus on both personal and commercial lines of business.`
Responsibilities:
Underwriting of existing b
Job description:
To provide administrative assistance to the Short-term Adviser. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the P
Job description:
The Adviser Admin Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus
Job description:
The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus
Responsibilities:
Front Office Management
Answering/redirecting all incoming calls, taking messages, attending to client queries
Gather Policy information
Handle new application and quotat
Responsibilities:
Gather Policy information
Compile a summary of information
Preparing of Client Reviews
Data capturing
Research product information
Handle new application and quotatio
Responsibilities:
Maintain and update the CRM systems (MyPractice / MyBase)
General administration and compliance
Preparing quotations for new and existing clients
Handling endorsements
Responsibilities:
Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all exi
Responsibilities:
Timeous and efficient arrangement of training sessions
Ensure user manuals are accurate and up to date.
Conduct training sessions
Accurate updating and maintenance of tra
