Active Jobs at PSG Konsult Ltd

Job description:

• The Administrative Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship.
• The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures.
• The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• Interact, manage and provide effective client service
• Implement new business
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Coordinate prospect projects
• Research product information
• Maintain the CRM system

Minimum Requirements:

• Computer literate (MS Outlook, Excel, and Word)
• 1-2 years relevant work experience within the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Good administration, organisation, and planning skills
• Able to handle admin pressure

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Job description:

• The Claims Consultant will be responsible to provide administrative assistance and support on commercial claims business

Responsibilities:

• Client face to face meetings
• Liaising and providing feedback to clients of claim progress
• Handling client queries
• Claims Management: the daily claims process from capturing received claims to processing and closing claim.
• Registering claims
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with insurers
• Reporting
• Manage client retention
• Basic underwriting knowledge and understanding
• Understanding policy wording and various products on the commercial side

Minimum Requirements:

• Grade 12/Matric
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• NQF Level 4 Full qualification (Short term insurance)
• Regulatory examination RE5 successfully completed
• 2 - 3 years relevant experience in commercial claims (including fleets, inventory, assets, etc.)

Skills set required:

• Strong communication skills
• Professional and strong work ethic
• Organising and planning
• Client service orientation
• Attention to detail
• Proactive and able to work independently

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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 position will report to a Team Leader.

Responsibilities:

• To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
• Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
• Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
• Resolving internal and external queries from financial advisers and clients
• Proactively retain and attract business by providing excellent service to advisers and clients
• Support a positive and responsive climate for client enquiry resolution
• Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
• Ensure accurate record keeping through service-related administrative tasks
• Assist with database updates and information maintenance
• Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
• Minimise operational errors and losses
• Apply TCF principles in daily tasks

Minimum requirements:

• Minimum qualification: Financial/Business degree (NQF Level 7)
• Excellent verbal and written communication skills (Essential)
• Knowledge and interest in finance and investment management
• Business writing and speaking skills in English

Skills/ Competencies:

• Strong verbal and written communication skills
• Numeric ability
• Client focused, friendly and empathetic manner
• Accuracy and attention to detail
• Self-control
• Initiative
• Analytical thinking
• Professionalism
• Administration skills
• Adaptability
• Stress tolerance
• Ability to relate to others
• Ability to deal with complexity
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Accept accountability and take responsibility for tasks done
• Computer literacy

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Job description:

• An opportunity exists for a Database Administrator to work within a growing financial services organisation.

Responsibilities:

• Implement appropriate designs for databases, data warehouses, marts, reports, and dashboards
• Specify database infrastructure requirements
• Design and implement database solutions for high performance and high availability using Microsoft SQL Always On.
• Responsible for planning and implementing database replication
• Perform query and database optimisation
• Be responsible for database maintenance
• Work with development teams to identify databases for decommissioning
• Monitoring database user access and security
• Writing database documentation, including data standards, procedures, and definitions
• Developing, managing, and testing disaster recovery processes and servers as well backup and recovery plans
• Keep abreast of new database technologies

Minimum Requirements:

• At least 5 years’ experience as a database administrator
• Matric plus applicable tertiary equivalent experience or preferably, an ICT-relevant diploma or degree from a recognised tertiary institution
• Relevant technical certifications
• Cloud database experience
• Able to consult on data architecture and assess the impact of project changes to data architecture
• Experience working with SQL Server 2016 and 2019 as a database administrator
• Design and development of MS SQL Server databases (DB design, optimization, tuning, ETL, stored procedures, triggers, and views)
• MCDBA certification advantageous
• SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS), SQL Server Analysis Services (SSAS) beneficial
• Must have Microsoft SQL Always On practical experience

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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 and members) by building employer and member relationships, medical aid reporting, reviews and training at large employer groups, resolving employee queries, giving advice on alternative medical insurance options, resolving claims queries, processing applications, providing billing information, coordinating wellness initiatives, wellness and chronic disease reporting.
• Engaging with existing and new clients to identify and close new business opportunities.

Responsibilities:

• Client Services
• Identifying new business opportunities within the client base, as well as growing the client base through new accounts.
• General Administration
• Onsite visits and induction/ongoing training/presentation to clients
• Assist clients with the application process
• Assist clients with queries
• Arrange and attend Wellness days
• Ensure CRM data is up to date and accurate
• Year-end & ad hoc client presentations
• Present wellness event reports to clients
• Identifying and providing leads to colleagues in other PSG Wealth service lines
• Keeping up to date with provider amendments

Minimum Requirements:

• Grade 12 / NQF5 qualification
• 3 years of healthcare specific experience
• Systems, policy and financial services industry knowledge
• FSB registration preference (RE5)
• FAIS/FICA compliant
• CMS registration
• Ability to do presentations to clients
• Excellent computer literacy and knowledge of MS Office

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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 the best healthcare solutions, ensuring compliance with industry regulations, and maintaining strong client relationships.
• You will also be responsible for analysing client needs, preparing proposals, and conducting presentations to guide clients in making informed decisions regarding their healthcare coverage.

Responsibilities:

Technical Consulting (analyse, strategies and communicate)

• Conduct thorough analysis of clients’ overall employee benefits (e.g., medical scheme, retirement fund, group risk, wellness programme, occupational health, expatriation cover etc.) with the objective of quantifying related costs, risks, inefficiencies, duplications, gaps, and business opportunities
• Conduct annual review (benefit and cost comparison) of all benefits
• Compile a value based, integrated and progressive annual strategy for each client
• Propose strategies geared towards mitigating the risks identified, improving efficiencies, and leveraging business opportunities within each client
• Compile reports and presentations for various projects. The reports and presentations must be compiled and presented in a manner that demonstrates the value delivered by Company and promotes the Company brand
• Facilitate/manage meetings (internal and external) with an objective/outcome in mind. Ensure adherence to time allocated, promote interaction and control focus to discussion points

Portfolio Management

• Ensure execution of strategies and services planned for each year within the time allocated
• Ensure compliance to Service Level Agreements and Turn Around Times
• Monitor ICU flags (i.e., expiry of contractual term, loss of relationship at executive management and material service failure) and communicate identified concerns to Company’s senior management. Prioritise service delivery to ICU flagged clients
• Develop and maintain a good relationship with the HR/Payroll Team, HR Management, and the Executive Team
• Manage elevated service delivery complaints to the best of your capability

Project Management

• There will be special projects allocated to you to oversee and manage. You will be required to design a project plan, present the plan to the team involved, delegate tasks and provide progress report to the team

Professionalism

• Ensure clear, effective, and professional communication to clients
• Always adhere to high standards of quality and professionalism (punctuality, formal dress code, professional written and verbal communication etc
• Comply with FAIS code of conduct
• Treat clients with dignity and respect
• Work collaboratively and efficiently with other team members and provide support where required

Minimum Requirements:

• Post graduate diploma in Financial Planning or BCom qualification/NQF5
• 5 years relevant work experience in Financial Services industry
• RE5 qualification will be a requirement
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Own transport and a valid driver’s licence

Competencies:

• Analytical skills
• Planning, communication and Organising skills
• Prioritization
• Problem-solving skills
• Time management / Deadline driven
• Knowledge of selling methodologies
• Knowledge of marketing campaign management
• Knowledge in managing and co-ordinating of sales initiatives
• Entrepreneurial/business orientation

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Job description:

• The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Interaction with clients (management of relationships and providing client services)
• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
• Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
• Processing client queries and instructions
• Administering all Investment and risk products
• Maintaining CRM system
• Preparing and distributing Tax statements as well as monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships

Minimum Requirements:

• Matric
• Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
• 2- 5 years’ relevant administration of investment business
• Computer literacy (MS Office – Advanced MS Excel)

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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 management, control, and governance processes. The successful candidate will possess a good knowledge of risk and control within the Financial Services Sector in particular the Wealth and Investment management industry as well as insurance, stock broking, and financial planning.

Responsibilities:

• Perform IT risk assessments and integrated reviews to identify high-risk areas that require focus.
• Conduct IT-related audits to assess data integrity, security, software development and IT governance within the business, including:
• Pre- and post-implementation reviews of system implementations or enhancements.
• IT security audits, including evaluating security vulnerabilities and whether they are properly identified and mitigated.
• Reviews of IT management policies and procedures such as change management, business continuity planning/ disaster recovery and information security to ensure that controls are adequately implemented and operating effectively.
• Evaluate application and information general computing controls and test compliance with those controls.
• Systems development audits to verify that systems that are being developed meet development standards.
• Systems and application audits to evaluate whether systems and applications are controlled, reliable, efficient, secure, and effective.
• Provide the business with guidance and recommendations on IT risk management, with a particular focus on OS, applications, databases, infrastructure, and security.
• Perform data analytics.
• Within each audit assignment, being responsible for (cradle to grave) or with a business auditor:
• Walkthroughs
• Key risk and key control identification
• Defining testing strategies
• Population analysis
• Sample selections
• Perform fieldwork and control effectiveness testing.
• Consolidate findings and agreed action plans (recommendations).
• Creation and finalisation of internal audit reports.
• Execute internal audits within predetermined timeframes.
• Conduct peer reviews and follow-up activities across the group.
• Build strong relationships within the business and other layers of defense.
• Possible travelling across the group for audit activities.

Minimum Requirements:

• Bachelor's degree in accounting, auditing, information technology, or other relevant discipline
• 2 - 3 years of hands-on IT auditing experience, or experience in governance or IT security-related roles
• Have internal or external auditing experience (within the Financial Services Sector or in a similar role)
• Proficiency in OS/applications/databases reviews
• Strong technical skills in network/infrastructure controls or system implementations including reviews of routers, switches, firewall security
• Project assurance experience
• Demonstrates a broad overall understanding of IT governance, corporate IT processes, and information security functions.
• Understands IT and data analytics including emerging IT trends
• Experience in Cloud Computing
• Other IT certifications will be an added advantage
• Currently completed CISA certification will be an added advantage

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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 in shaping our technology landscape by assisting in the design and implementation of scalable application solutions. Working closely with senior architects and development teams, you will gain valuable experience while contributing to the delivery of innovative digital solutions. If you are passionate about architecture and eager to grow your expertise in a collaborative and fast-paced environment, this role is for you.

Responsibilities:

• Assist in the design and development of application architectures that align with business needs and technology strategies.
• Collaborate with development teams and senior architects to create scalable, reliable, and secure solutions.
• Support the transition of legacy applications and systems to cloud-based architectures, particularly within the Microsoft Azure ecosystem.
• Contribute to the implementation of best practices in software architecture, distributed systems, and cloud infrastructure.
• Work with cross-functional teams to ensure consistent application of DevOps, CI/CD practices, and Infrastructure as Code (IaC) across projects.
• Stay updated on the latest trends in technology, advocating for the adoption of modern tools and practices within the development team.
• Help document architecture decisions, patterns, and design guidelines for ongoing development efforts.

Minimum Requirements:

• Bachelor’s degree in computer science, Information Technology, Software Engineering, or a related field.
• 2-3 years of experience in software development or related technical roles, with exposure to architectural concepts.
• Familiarity with core technologies, including .Net, C#, and Microsoft SQL Server.
• Basic understanding of cloud computing platforms, particularly Microsoft Azure.
• Knowledge of software architecture principles and distributed systems.
• Exposure to DevOps practices, CI/CD pipelines, and Infrastructure as Code (IaC) tools.
• Strong understanding of API design and application security fundamentals.
• Ability to collaborate effectively within a team and across different business units.
• Strong analytical and problem-solving skills, with a passion for learning new technologies.
• Excellent communication skills, both verbal and written to document and present technical ideas clearly.

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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 not only join a young and vibrant team but also embark on a journey of continuous learning and professional development.

Responsibilities:

• Collaborate closely with our team of experienced Data Scientists, absorbing knowledge and gaining hands-on experience in cutting-edge data science practices
• Play a pivotal role in data preparation tasks, including data cleaning and reporting, ensuring data quality and integrity for analysis
• Progressively take on more responsibility, ultimately leading to your own Data Science projects, driving innovation, and contributing to our strategic goals

Minimum Requirements

• A bachelor’s degree in a field such as Computer Science, Statistics, or Mathematics
• Proficiency in programming languages, particularly Python. Experience with libraries like
• Pandas, NumPy, and Scikit-learn will be beneficial
• Basic knowledge of machine learning algorithms and principles
• Familiarity with data visualization tools will be beneficial (e.g., Qlik, Power BI)
• Familiarity with SQL, JIRA and cloud platforms (e.g., Azure) would be an advantage
• Ability to interpret data and extract insights, with a good understanding of statistical analysis

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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 clients. This role will be reporting to the Head of Product and Actuarial and work alongside two other team managers.
• The ideal candidate should be someone who understands the priorities, are able to raise matters when blocks are experienced, and steer the team towards delivery of the required support work items.

Responsibilities:

• Manage the team of fund analysts and quantitative analysts supporting the Fund and Securities business units within PSG Wealth
• Provide and oversee the support provided by the team to Client Services, PSG advisors and IFAs on client queries, new business support (e.g. welcome packs) and operational matters (e.g. performance statements, EAC statements)
• Provide and oversee calculations performed by the team in respect of policy revision calculations or in support of platform system improvements
• Sales initiative, control function reporting and Business Unit metrics pack reporting
• Platform (LISP) landscape and ad-hoc quantitative investigations as required by business
• Responsible for daily upload of prices on Life priced funds
• Steering the team to provide support to the Product team in providing technical input and testing on tools and calculators used by PSG Wealth and our distribution network (advisors)
• Maintain control standards of all work performed by the team and inform business of developing or new risks

Minimum Requirements:

• University Degree majoring in either Investment Management, Insurance mathematics, Actuarial Science, Quantitative Finance or Financial management
• Experience with LISP platforms and long-term savings and investment products
• Programming and modelling skills, specifically financial modelling
• High level of computer literacy, specifically SQL, MS Excel, MS PowerPoint, and PowerBI.
• Team management experience advantageous
• Programming experience in VBA, Python, R advantageous

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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 to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. 

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 customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
• Prepare statement of advice documentation as required.
• Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Prepare statement of advice documentation as required.
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
• Customer Service
• Team management
• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management
• Reporting of new business statistics
• Preparation of insure review appointments
• Maintaining CRM systems

Minimum Requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
• CFP and/or Postgraduate Diploma in Financial Planning
• At least 3- 5 years relevant work experience within the financial industry
• Valid driver’s license and own vehicle
• Computer literacy (MS Office)

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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 administrative requirements of an established practice with the aim of allowing the advisor to spend more time to grow the practice. Setting the advisor free from admin duties to service existing clients and hunt for new business.
• Under the supervision of the advisor, you will assist in the administrative requirement of reviews, new business processes, claims and any other aspects relating to financial planning.
• You will be required to make use of the in-house financial planning and compliance tools to conduct a full scope financial needs analyses and produce the required record of advice and compliance reports alongside relevant quotes, applications, review and any other required input necessary to finalise the full scope of financial planning.
• You will be required to project manage the process to completion including record keeping on an inhouse CRM tool.

Responsibilities

• Financial Planning support
• Formulate effective financial planning documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance. All documents must meet compliance requirements and comply with the company standard documents, policies and procedures.
• Prepare record of advice documentation as required.
• Prepare review documentation and initiate processes relating to client portfolios in conjunction with changes in customer circumstances and investment strategies as advised by the financial advisor and legislative environment. Ensure reports are accurate and that all the relevant changes are implemented and reconciled against required objectives and outcomes determined during the review. Ensure customer is kept well informed and that all the actions are documented for recordkeeping on the in-house CRM system.
• Implement switch and rebalance transactions in line with changes to a clients’ investment strategy. product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Ensure documentation is prepare in an accurate and complete manner in line with legislative requirements in accordance to the needs of the practice’s service model.
• Prepare quotes and application forms for both risk benefits and investments.
• Project Manage the advice cycle to for a strong back -office base for the adviser to enable him/her to maximise time in the field.
• A client centric approach is important and should translate into sound client relationship management.
• Team management and adaptability in changing circumstances.
• Administration
• Sound knowledge of financial planning tools and cashflow analyses.
• Gather Policy and demographic information such as FICA documentation.
• Compile a summary of information
• Research product information on an ongoing basis.
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management of the advisor.
• Schedule and prepare reviews on a service level agreement.
• Maintaining CRM systems

Minimum Requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
• Progress with CFP and/or Postgraduate Diploma in Financial Planning (Advantageous)
• 2 - 3 years paraplanning experience within the financial industry
• Valid driver’s license and own vehicle
• Computer literacy (MS Office)

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Responsibilities:

• Reach performance targets for equity portfolios (rating equates to percentage of products that beat benchmarks over rolling 1-year horizon)
• Monthly portfolio review, attribution and trend feedback
• Insightful reporting to senior management on portfolio risks, thematics, liquidity and positioning
• New additions to presentation packs & efficiency of process
• Houseview models trade, implementation & review
• Houseview models corporate actions
• Portfolio strategy backtests and optimization
• Tiers (investable universe) and analyst intrinsic values
• Portfolio idea implementation (rationale for share in the portfolio)
• Completeness of portfolio calculation, analysis & Factsheets
• Timeousness of portfolio calculation, analysis & Factsheets
• New additions to portfolio calculation, analysis & Factsheets
• Efficiency of portfolio calculation, analysis & Factsheets
• Corporate Governance , core list & MyBase
• New additions and insights to portfolio returns, factsheets and efficiency of process
• Ensure accurate and timely reporting on products with comms team (Monthly and Quarterly slides, articles, MDDs and other standard CIS requirements)
• Accuracy of portfolio analytics team reports and presentation
• Improving workflow and keeping track of deliverables

Minimum Requirements:

• B.Com Investment Management degree
• CFA qualification advantageous
• 2-3 years’ relevant experience required in a buy-side analyst role
• Advanced MS Excel and VBA required