Available Openings at PSG Konsult Ltd

Responsibilities:

• Journals, Importing / Exporting and processing up to trial balance level
• Reconciliation of supplier accounts and cost centre allocations between divisions
• Reconciliation of interdivisional and intercompany loan accounts
• Load/approve Electronic Funds Transfers
• Assist Financial Manager and Senior Financial Accountant with ad hoc requests
• Ensure correct account, cost centre and company allocations
• Monthly balance sheet reconciliations
• Insurance premium account reconciliations
• Insurance claims account reconciliations

Minimum requirements:

• Completed BCom Accounting or Finance, CIMA or Finance related degree
• 3 – 5 years of experience within financial services, ideally insurance broker/binder
• Computer literacy (MS Office suite, Accpac or similar accounting package)
• Proficient in both written and spoken English

Competencies required:

• Team player able to work in a diverse team.
• Must be comfortable working in a team as well as independently.
• Drive for results

Closing date: 20-Feb-2026

go to method of application »

Job description:

• The Contract Financial Writer will work closely and collaboratively with the Chief Investment Officer, fund and equity analysts as well as the marketing department in the creation of investment-based communications and marketing collateral.
• The candidate will be an active and participative member of the marketing team and may be required to work irregular hours and deal with the pressure associated with meeting deadlines.

Responsibilities:

• Content generation, editing and copywriting
• Proofreading and editing daily, weekly, monthly, and quarterly communications
• Creation and editing of brochure ware as required and briefed by the respective business units
• Assist in managing the CIO’s social media and public relations strategy and schedule.
• Collaborate in identifying newsworthy content and writing/editing of the copy for various macroeconomic, investment management, equity related and geopolitical content requirements.
• Assist in project management of communications from brief to distribution.
• Knowledge and experience of CMS systems (similar to Umbraco), as well as communication distribution systems similar to SendGrid, social media channels, WhatsApp
• Monitoring media across all channels to stay abreast of economic and market news
• Actively scanning the competitor landscape and improve on current processes and content ideas.
• Internal Communications: Assist in managing, creating, editing and proofreading various internal communication requirements.
• Ad hoc responsibilities as required by the role

Minimum requirements:

• BCom Degree (Marketing related qualification, Financial Journalism qualification or similar)
• A minimum of 3 years’ related experience with a passion for writing and creating content in various formats.
• An understanding and passion for the fund management/financial markets/macroeconomics would be advantageous

Competencies:

• Advanced competency to the MS Office suite required
• Experience in infographic design as well as video and/or sound editing advantageous
• Basic html knowledge advantageous
• Be sufficient in independent research.
• Curious and able to creatively solve business requirements
• Skilled in business/financial market/macroeconomic writing and editing
• Fluent and professional writing skills in English
•  Afrikaans Advantageous
• Strong project management skills
• Ability to generate content across multiple channels
• Ability to grasp financial and market concepts and when required generate content in plain language that is accurate, data-driven and confirms to PSG writing style and tone.
• Proofreading skills with strong attention to detail

Closing date: 19-Feb-2026

go to method of application »

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 will 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:

• PSG has an exciting opportunity exciting opportunity for an applicant who will be responsible for Employee Benefit, Healthcare administration and client services

Responsibilities:

• Advise clients on medical aids, medical insurance and gap cover – both personal families and groups
• Assist clients with the application process
• Assist clients with queries
• Ensure CRM data is up to date and accurate
• Year-end & ad hoc client presentations
• Identifying and providing leads to colleagues in other PSG Wealth service lines
• Keeping up to date with provider amendments

Minimum requirements:

• Completed Bachelors Degree (Preferably majoring in Administration, Business Management, Management, Investment Planning/ Risk Management)  or BCom (Economics)
• 1-2 Years experience in healthcare in the financial services industry
• Strong proficiency in English (verbal & written)
• Strong technical and administrative skills

Competencies required:

• Customer Service
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Closing date: 23-Feb-2026

go to method of application »

Job description:

• 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 (advantageous)
• At least 3- 5 years relevant work experience within the financial industry
• Valid driver’s license and own vehicle
• Computer literacy (MS Office)

Skillset Required:

• Client centric
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills
• Organising and planning
• Ability to operate independently
• Resilience

Closing date: 22-Feb-2026

go to method of application »

Key Responsibilities:

• Effective Operational cost management
• Minimise business risk
• Efficient provision of legal services
• Timely legal support provided
• Accessibility to customers
• Litigation management
• Maintain external stakeholder relationships
• Customer satisfaction levels
• Drafting and vetting of contracts
• Review and provide legal and contractual advice
• Labour and HR support
• Management of litigation
• Appointment and communication with external legal counsel where necessary
• Review and advise management on the legal implications of internal policies and procedures
• Responsible for monthly feedback at Compliance, Risk, and Legal Committee meetings

Competencies:

• Policy, Product, Industry, and systems knowledge
• Communication/presentation skills (verbal and written)
• Management Skills
• Interpersonal skills
• Negotiating and influencing skills
• Solutions/results driven
• Ability to provide independent advice
• Good planning and organizing skills
• Research skills, such as researching and providing advice on case law and legislation

Minimum requirements:

• LLB degree and or similar qualification
• 1 -2 years Post admission experience is required
• Excellent Microsoft Office knowledge
• Experience in financial services will be an advantage.

Closing date: 28-Feb-2026

go to method of application »

Job description:

• The Junior Anti-Money Laundering Officer provides legal and strategic support to the Chief Legal & Compliance Officer and the broader business. The role is central to monitoring and managing AML risk across the group.
• It includes the understanding of the GoAML systems for reporting suspicious transactions, providing legal opinions, liaising with regulatory and industry bodies, and managing the AML team. The role also involves interaction with senior management, external legal counsel, and various internal committees.

Responsibilities:

• Awareness of legislative environment
• Corrective implementation of applicable legislation
• Ensure compliance documents are up to date
• Audit AML requirements between PSG and external service providers
• Ongoing AML compliance monitoring
• Reports timeously submitted to FIC
• Accuracy of liaison with regulatory bodies
• Maintain and improve quality of AML policies and processes
• Quality of compliance and transactional monitoring: FIC, FSCA, JSE etc.
• Analysis and investigations of sanctions, PIPs and other threats
• Timeous and effective handling of calls, message & complaints
• Developing and presenting compliance training

Minimum requirements:

• LLB degree
• Member of ACAMS (advantageous)
• Junior Candidate Attorney
• Minimum 1 years post-articles legal experience, with at least 2 years in a commercial legal environment
• Excellent numerical -, interpersonal skills and aptitude
• Strong written and verbal communication skills
• Computer literacy
• Exposure to FAIS, FICA, POPIA, and other regulatory frameworks applicable to financial services
• Industry knowledge
• Cross-functional awareness

Competencies required:

• High-performing professional
• Resilient and adaptable
• Strong sense of ownership (Time and self-management and operates independently)
• Solutions orientated
• Attention to detail
• Team player
• Researching skills
• Objective settings
• Business Development (service lines)

Closing date: 28-Feb-2026

go to method of application »

Job description:

• The Healthcare Administrator is primarily responsible for the day-to-day administration of healthcare clients. This encompasses managing member queries, providing member plan advice, processing new business applications (including tracking and activation).
• The role ensures smooth operations, accurate data management, and effective communication with employer groups and their employees regarding healthcare benefits.

Responsibilities:

Administrative Support

• Assist with all day-to-day administration for allocated clients/employer groups, ensuring completion within stated Service Level Agreements (SLAs).
• Ensure timely responses to client enquiries, escalating complex issues as required.
• Assist with onboarding new employees onto healthcare plans, including providing plan advice, processing applications, and facilitating member registration.
• Track and follow up on all queries, claims, amendments, and changes to group healthcare plans.
• Monitor new applications, additions, or changes in healthcare coverage and ensure timely processing.
• Attend client meetings as and when required.
• Facilitate the distribution of membership packs to clients as required.

Client Relationship Management

• Act as the primary point of contact for employer groups and employees, addressing queries related to healthcare benefits.
• Liaise effectively with insurers, healthcare providers, and other third-party service providers to resolve issues and maintain strong working relationships.

Compliance

• Maintain and update accurate client records, ensuring full compliance with regulatory requirements.
• Ensure that consultants remain "fit and proper" and that all Continuing Professional Development (CPD) is completed in a timely manner.
• Ensure that approved "Record of Advice" (ROA) documents are used when consulting and are sent to clients in accordance with compliance rules.
• Demonstrate a sound understanding of the Medical Schemes Act and related legislation.
• Attend internal training sessions to ensure product knowledge remains relevant and up to date.
• Ensure that the administration system is always utilised, for all queries and calls, and that client interactions are accurately saved and maintained.
• Ensure complimentary products, such as gap cover, are offered to clients and their importance is clearly explained.

Reporting and Data Management

• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Maintain a secure and organised database of client information, strictly adhering to confidentiality and data protection protocols.

Minimum Requirements:

• Grade 12 certificate
• Bachelor's degree, preferably a Bachelor of Administration
• 2+ years of relevant healthcare work experience within the financial services industry.
• Proficient in both spoken and written English
• Computer literacy (MS Office)

Competencies required:

• Strong administration skills
• Strong organisational and multitasking abilities.
• Excellent communication and interpersonal skills.  
• Attention to detail and the ability to handle sensitive information with discretion.
• Knowledge of healthcare benefits and medical schemes.

Closing date: 22-Feb-2026

go to method of application »

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:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• 0-2 Years experience in the financial services industry
• Strong technical and administrative skills
• Proficient in both spoken and written English and at least one other of the official South African languages’

Competencies required:

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

Closing date: 23-Feb-2026

go to method of application »

Job description:

• The Wealth Adviser 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:

• Administration of new business 
• Gather Policy information 
• Compile a summary of information 
• Handle new applications and quotations 
• Handle client enquiries (all existing business enquiries) 
• Arrange appointments between Wealth Adviser and Clients 
• Prepare & implement investment review appointments 
• Maintain CRM system 
• Prepare and distribute monthly/quarterly statements and Personal Financial Reports 
• Build and maintain good working relationships 
• Record details of transactions using the myPractice Notes module 
• Maintain Service Level agreement deadlines 
• Ensure FICA & FAIS Compliance Qualifications and Experience

Minimum Requirements:

• Matric
• Relevant Financial Degree (Advantageous)
• 1- 3 years administration experience within the financial services industry
• Computer literate (MS Outlook, Excel, Word)

Skillset Required:

• Telephone etiquette
• Time management
• Organising and planning
• Presentable (client orientation)
• Attention to detail
• Open to engaging with clients
• Problem solving skills
• Energetic + team player

Closing date: 22-Feb-2026

go to method of application »

Job description:

• This is an opportunity to join our East London office and a team which is growing rapidly. We require an experienced adviser to provide an efficient administrative support function to Advisers as well as be able to give advice to clients and support in that capacity as well as assisting to manage client relationships.
• 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 financial planning and advice.

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 Law / Financial Sciences or Investment Management or BCom (Economics)
• Postgraduate Degree/Diploma is advantageous and aspiring towards  achieving a CFP
• Regulatory Exam for Representatives passed (RE5)
• At least 3 - 5 year’s relevant work experience within the financial industry
• Proficient in both spoken and written English. More language such as Afrikaans and Xhosa will be advantageous.
• Computer literacy (MS Office)
• CCM Book Management experience

Competencies:

• Client centric
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills
• Organising and planning
• Ability to operate independently
• Resilience

Closing date: 23-Feb-2026