Active Jobs at PSG Konsult Ltd

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Deal with Employee Benefit Service Related Queries.
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)  or BCom (Economics)
• 0-2 Years experience in the financial services industry
• Strong technical and administrative skills

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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 Providers and Brokers
• Manage the process of transferring clients between brokers
• Follow up on outstanding information

Minimum requirements:

• Grade 12 / NQF4 qualification
• 2 years’ relevant strong administration 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
• Computer literacy (MS Office)

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Responsibilities:

• Drafting and vetting of contracts
• Providing legal and contractual advice across business areas
• Labour law and HR support, including disciplinary matters
• Managing litigation, including liaison with external attorneys and counsel
• Reviewing and advising on internal policies and procedures
• Representing Legal at Compliance, Risk and Legal Committee meetings
• Supporting internal initiatives with legal input and risk mitigation

Minimum requirements:

• LLB degree
• Admitted attorney of the High Court of South Africa
• Minimum 5 years post-articles legal experience, with at least 3 years in a commercial legal environment
• Experience drafting and negotiating complex commercial agreements
• Strong written and verbal communication skills
• Ability to work independently and provide commercially practical legal advice
• Previous in-house legal counsel experience within financial services
• Exposure to FAIS, FICA, POPIA and other regulatory frameworks applicable to financial services
• Experience with labour law matters
• Familiarity with litigation processes and briefing of counsel
• Knowledge of corporate finance or M&A
• Afrikaans language proficiency (advantageous but not essential)

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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 an admitted attorney preferable
• Relevant industry experience, but not mandatory

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Responsibilities:

• Client Services
• Identifying new business opportunities within the client base, as well as growing the client base through new accounts.
• General Administration

Key Activities:

• 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 in Wealth Management
• 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 – Excel, Word
• Own car and valid driver’s license

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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 & Apple client apps.
• Develop according to the future architecture of the software stack and make suggestions to improve the current architecture.
• Work along with the BAs and Testers, as well as maintain an excellent working relationship with our external software development partner.
• Follow current coding practices and suggest improvements.
• Display a customer service approach to the users (Advisers and internal business) of the CRM platform.

Minimum requirements:

• A relevant tertiary bachelor’s qualification i.e. BSc in Computer Science, Software Engineering
• C# development experience
• Experience in CRM and client portal solutions, as well as Android & Apple development
•  Good understanding of the software development process

Recommended requirements:

• Experience in related roles in the financial services industry
• PHP knowledge
• Agile / Scrum experience
• Flutter experience would be beneficial / advantageous

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Responsibilities:

Test Planning & Design

• Analyse requirements and specifications to design comprehensive test plans.
• Define test cases, scenarios, and scripts for functional and non-functional testing.

Test Execution

• Perform manual and/or automated testing of applications.
• Execute various types of testing (e.g., functional, regression, integration, usability, performance).

Defect Identification & Reporting

• Log and track bugs using tools like JIRA, Bugzilla, or Azure DevOps.
• Work closely with developers and business analysts to resolve issues.

Collaboration

• Participate in Agile/Scrum ceremonies such as sprint planning, stand-ups, and retrospectives.
• Communicate test results and feedback to stakeholders and development teams.

Test Automation (when required)

• Use automation tools such as Postman, Selenium, or TestComplete, for repetitive tests.

Minimum requirements:

• Relevant degree, diploma in IT
• Familiarity with software testing tools (e.g., Selenium, JMeter, Postman).
• Experience in automation testing

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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 source of truth.
• Relational and dimensional data modelling.
• Analyse and interpret data, build reports to provide business insights and improve business process.
• Mentor junior team members

Minimum requirements:

• Relevant degree
• 5 or more years’ experience as a BI Analyst Developer
• Experience in either Power BI or Qlik
• Advanced SQL skills
• Strong numeracy
• Proven track record of project delivery

Advantageous requirements:

• MS SQL Server, SSIS, Power BI
• Snowflake, Talend, Qlik

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Responsibilities:

• Liaising with clients and advisers
• Preparing quotations
• Issuing new policies, renewals, and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems

Minimum Requirements:

• Grade 12
• NQF 4 Short-term Insurance Certificate (150 Credits)
• RE5 Certificate
• A minimum of 5 years´ short-term insurance experience in commercial lines and personal insurance
• DOFA confirmation from FSCA

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Responsibilities:

• Liaising with clients and advisers
• Preparing quotations
• Liaising and providing feedback to clients of underwriting progress.
• Handling client queries
• Underwriting Management: the daily underwritings process preparing Renewals, Sourcing acceptance terms
• 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 and existing policies
• iComply
• Understanding policy wording and various products
• Claims processing where necessary

Minimum Requirements:

• Grade 12/Matric
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• NQF Level 4 Certificate in Short term insurance
• RE5 successfully completed
• DOFA confirmation from FSCA
• 3- 5 years relevant work experience in Short term insurance – Commercial and personal lines
• Must reside in Pietermaritzburg or within daily travelling distance