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.
Responsibilities:
Train advisers on the PSG Wealth Advice Process Digital Tool through in-person and virtual sessions (e.g., MS Teams).
Part of the team that visit adviser offices during ongoi
Responsibilities:
Administrative Support:
Assist the Healthcare Account Executive with day-to-day administrative tasks related to employer groups.
Maintain and update client records, ensuri
Responsibilities:
Administration (filing, scanning, typing of correspondence)
Answering telephone/receiving clients
Interact, manage and provide effective client service
Responsibilities:
Identify potential financial advisers as possible acquisitions
Drive the appointment approval process engaging with all relevant stakeholders
Drive strategic initiatives re
Responsibilities:
Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre
Monitor and
Responsibilities:
Reach performance targets for equity portfolios (rating equates to percentage of products that beat benchmarks over rolling 1-year horizon)
Monthly portfolio review, attribut
Job description:
We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser in Stellenbosch. In this role you will assist to the paraplanning as well as
Job description:
This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function
Job description:
A manager of a team of 4 analysts, spanning over financial / actuarial analysis work and quantitative analytics. The team services different business units, but ultimately our c
Job description:
We are excited to offer a unique opportunity for a Junior Data Scientist to become an integral part of our burgeoning Data Science division. At PSG Financial Services, you will
Job description:
An exciting opportunity for a motivated and detail-oriented individual to join a JSE-listed financial organization as a Junior Application Architect.
You will play a key role
Job description:
We are looking for an objective IT internal auditor to add value and improve our operations by bringing a systematic and disciplined approach to the effectiveness of risk manage
Job description:
The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.
Responsibilities:
Job description:
As a Healthcare Consultant, you will provide expert advice to clients on health insurance plans and medical scheme options. Your role will involve assisting clients in selecting
Job description:
Reporting to the Healthcare Manager the successful applicant will, in a professional way, provide an effective and efficient conduit between PSG and the client (employer groups
Job description:
An opportunity exists for a Database Administrator to work within a growing financial services organisation.
Responsibilities:
Implement appropriate designs for datab
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
Job description:
The Claims Consultant will be responsible to provide administrative assistance and support on commercial claims business
Responsibilities:
Client face to face meeting
