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 services
• Implement new business
• Prepare client files
• Process client queries and instructions
• Administer all products
• Research product information
• Maintain the CRM system
• Handling personal and commercial Short-term insurance administration
• Claims handling
• Amendments to contracts and renewals
• I-Comply

Minimum Requirement:

• Matric Certificate
• RE 5 or NQF 4 Short-term Certificate (Advantageous)
• 2 - 3 years administrative experience within the financial services, preferably short-term insurance industry
• Computer literate (MS Outlook, Excel, and Word)

Skill sets required:

• Good verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure

Closing date:    

• 05-Feb-2026

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Job description:

• PSG has an exciting opportunity for an applicant who will be responsible for primarily performing the tasks that comprises of after sales service offering 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.
• You will be required to hold a moderate level of technical knowledge to perform the role.
• The role needs excellent relationship management, secretarial and administrative skills.

Responsibilities:

• Interact with clients (management of relationships and providing client services)
• Medical Aid New Member Onboarding
• New business implementation
• Claims Management and execution on all medical aids
• Prepare client files
• Process client queries and instructions
• Administer all products & processes, including claims and billing
• Coordinate prospecting projects
• Research product information
• Maintain CRM system

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• At least 1-2 year’s relevant work experience within the financial industry (Healthcare)

Preferred Requirements:

• Regulatory Exam for Representatives (RE5) passed
• Excellent computer literacy and knowledge of MS Office – Excel, Word

Competencies required:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently
• Resilience

Closing date:    

• 05-Feb-2026

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Calling All Finance Graduates!

• Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.
• Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.
• Don’t just dream about your future in finance—make it happen with PSG Financial Services.
• Apply now and unlock your potential

What does the programme offer:

• Permanent employment
• An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
• On-the-job mentorship and training from established financial advisers
• Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

Job description:

• The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

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 BA, BBA, BCom, BEcon, LLB, BSc, BBusSc and Honours degree (preferably in Investment management, Economic Science, Insurance & Risk management, Finance, Finance & Economics, Business Management, Business Finance, Management, Accounting, Economics, Risk Management, Marketing Management, Law, Statistics, Enterprise Risk Management, Financial Planning, Financial Management Science)
• 1-2 Years experience in the financial services industry
• Post Graduate or Advanced Diploma in Wealth Management, or Financial Planning, or Finance (Advantageous)
• CFA (Advantageous)
• National Certificate Financial Planning (Advantageous)
• Estate &Trust Administration (Advantageous)
• Proficient in both spoken and written English and at least one other of the official South African languages
• Strong technical and administrative skills

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Closing date:    

• 06-Feb-2026

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Job description:

• To provide underwriting assistance to the Advisers. The position will focus on commercial and personal lines.

Responsibilities:

• Daily task prioritizing
• Overseeing office WhatsApp line & office email inbox.
• Setting up monthly team meetings, topical to New Business, Cancellations, Claims, Renewals and identifying problem areas and solutioning with team and record keeping of meeting minutes.
• Maintaining E-signature templates according to PSG/Insurer standardized documents.
• Supporting with compliance audits to ensure any discrepancies are attended to and rectified.
• Commission reconciliation of new business/referrals and commission statements.
• Client visits along with adviser as required.
• Creating and maintaining client asset registers where relevant.
• Preparing quotes according to PSG Summary Needs Analysis compiled with clients.
• Compiling quote summaries for commercial policies and submitting quote requests to commercial insurers.
• Preparing standard docs such as PSG quote comparison relating to received quotes for adviser to discuss with client.
• Processing accepted quotes, preparing relevant onboarding documents.
• Ensuring compliance requirements are met and supporting documents uploaded.
• Overseeing welcome packs and supporting documents are distributed timeously.
• Managing client folders in Sharepoint.
• Updating renewal lists following activation of policies.
• Retrieving relevant supporting documents from clients according to insurer requirements, COC’s, LPG installation certificates, tracking device certificates etc.
• Overseeing policy amendment tasks are completed and correspondence uploaded.
• Attending to Insurer queries and record keeping of correspondence to clients.
• Ensuring Policy changes are communicated to clients timeously.
• Facilitating insurer surveys with clients.
• Scheduling confirmation of cover of client’s assets under finance contracts and distributing coc’s to finance houses according to schedule.
• Processing and communicating cancellations accordingly.
• Ensuring unpaid premiums are communicated to clients timeously and arranging alternative payments
• Dedicated claims processing with efficiency, overseeing claims.
• Efficient record keeping of claim progress and correspondence to & from insurer/client/Service providers.
• Obtaining relevant claim documents from various parties as required.
• Liaising with clients, assessors and service providers regarding claims.
• Attending to client emergencies after hours.
• Adequate record keeping of policies & renewal dates scheduling.
• Ensuring policy renewal packs are distributed to clients two months before renewal dates.
• Ensuring client appointments have been scheduled for renewals.
• Creating tasks and attending to policy amendments following renewal meeting

Minimum Requirements:

• Grade 12/Matric
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• NQF Level 4 Certificate in Short term insurance
• Regulatory examination RE5 successfully completed
• 2- 3 years relevant work experience in Short term insurance – Commercial and personal lines
• Minimum 2 Years Personal Lines Underwriting Experience
• Must have own transport/be able to commute to the office
• Fluent in written and spoken English and one other official South African language

Competencies Required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills. (Customer Service)
• Teamwork

Closing date:    

• 06-Feb-2026

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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 Wealth Administrator to provide an efficient administrative & planning support function to the 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:

• Handling administration related to risk policies
• Drafting of quotations and alteration quotations
• Handling administration related to and life insurance
• Handling alterations
• Policy changes
• Preparation of application documents
• Interact, manage and provide effective client service
• Implement new business
• Arrange medicals
• Process client queries and instructions
• Processing claims
• Maintain the CRM system
• Reporting

Minimum Requirements:

• B.Com Financial degree (essential)
• RE 5 (Advantageous)
• 5 years’ experience in Financial (Distribution) services industry
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• Team player
• Attention to detail
• Professional email and phone etiquette
• Ability to work independently
• Initiative
• Adaptable and fast learner
• Strong verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure
• Computer literate (MS Outlook, Excel, Word, CRMs)

Closing date:    

• 06-Feb-2026