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:
To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This pos
Responsibilities:
Financial Planning support
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the custom
Responsibilities:
General administrative duties
Provide comprehensive administrative support to a Wealth and Risk Advisor
Handle and manage all administrative duties around wealth, risk, med
Responsibilities:
Support the identification and research of potential financial advisers for acquisition.
Assist in preparing and coordinating documents required for the adviser appointment a
Key Responsibilities:
Ensuring timeous and accurate end-to-end processing of company payroll of 600+ employees on Sage People/ESS
Maintenance of payroll and leave administration systems.
Adm
Responsibilities:
Infrastructure Strategy & Planning
Develop and maintain PSG’s infrastructure roadmap aligned with business goals.
Lead infrastructure projects including upgrades
Responsibilities:
Source, analyse, implement, and support the product and client data in our central CRM system
Perform regular testing on the data sets loaded and put processes in place to mo
Responsibilities:
Minimisation of miss deals
Cash and Trade settlement Management on Funds -Beginning
Capturing data into the system - Instrument setups
Accurate and in time process - trad
Responsibilities:
General administrative duties
Handle and manage all administrative duties around short-term insurance policies and clients (Including updates, changes, etc.) on commercial an
Responsibilities:
Liaising with clients and advisers
Preparing quotations
Liaising and providing feedback to clients of underwriting progress.
Handling client queries
Underwriting Manage
Responsibilities:
Liaising with clients and advisers
Preparing quotations
Issuing new policies, renewals, and endorsements
Building and maintaining good working relationships with clients
Responsibilities:
Elicit and analyse business requirements.
Design, build and maintain BI solutions through the full stack.
Prepare and combine data from multiple sources to create a single
Responsibilities:
Test Planning & Design
Analyse requirements and specifications to design comprehensive test plans.
Define test cases, scenarios, and scripts for functional and non-fun
Responsibilities:
Develop components of the CRM platform, as well as the client facing portals, in conjunction with our external software development partner.
Develop components of the Android
Responsibilities:
Client Services
Identifying new business opportunities within the client base, as well as growing the client base through new accounts.
General Administration
Key Acti
Responsibilities:
Liaising with the various divisions on legal and compliance issues, as well as drafting reports for EXCO, Board, and various committees
Minimum requirements:
LLB and
Responsibilities:
Drafting and vetting of contracts
Providing legal and contractual advice across business areas
Labour law and HR support, including disciplinary matters
Managing litigati
Responsibilities:
Manage the application and cancellations of Broker code
Maintain and update records
Open, change and close bank accounts
Resolve Broker queries
Act as liaison between P
