Careers at PSG Konsult Ltd

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
• NQF Level 4 Certificate in Short term insurance
• Regulatory examination RE5 successfully completed
• 3 - 5 years relevant underwriting & claims experience in Short term insurance – Commercial and personal lines
• 1-2 years’ experience with Tial operating system (due to mandate obligations)
• 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
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)

Deadline:26th July,2026

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Job description:

• The Portfolio Administrator 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:

• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager.
• Interaction with clients (management of relationships and providing client services).
• As it relates to all business entities - Individuals, Trusts and Companies:
• Accurate implementation and maintenance of new and existing business.
• Processing of applications as they relate to the broader financial planning and wealth management.
• Investment administration matters including but not limited to:
• Unit Trusts
• Share Portfolios
• Offshore Investments
• Cash Management (Investec CCM)
• Projects as per instructions from the Practice Manager. 
• Processing client queries and instructions.
• Administering all investment products.
• Prepare investment quotes.
• Prepare client files for reporting requirements.
• Processing of all investment mandates as it relates to assets under management.
• Rebalancing and maintaining of existing portfolios upon instruction from Wealth Manager.
• Unit Trust/Stock Transfers.
• Preparation of investment review appointments.
• Maintain CRM systems, templates and other marketing initiatives for the practice as required.
• Preparing and distributing tax statements as well as monthly/quarterly statements.
• Manage administrative documentation (detailed records).
• Build and maintain good working relationships.
• Recording details of transactions.
• Maintaining Service Level Agreement deadlines.
• Managing investment income and or fee renewals.
• Ensure FAIS and FICA Compliance, etc.
• Loading and processing of new/existing business instructions.
• Follow up on applications and instructions.
• Administration of welcome packs to new clients.
• Managing client retention.
• Gather investment / policy information.
• Compile a summary of information.
• Research product information when required.
• Handling of new application and quotations.
• Handling and solving of client enquiries.
• Arranging appointments between Wealth Manager and clients.
• Manage incoming calls and make sure all calls are attended to in an efficient and timeous manner.
• Assist clients with completing forms, check forms for correctness, etc.

Minimum Requirements:

• Matric
• NQF5/6 in Wealth Management (Advantageous)
• 3+ years administration experience within the financial services industry (investments + stockbroking)
• Computer literate (MS Office)
• Different investment platform systems experience (Advantageous)

Skillset Required:

• Telephone etiquette
• Time management
• High communication skills (verbal & written)
• Organising and planning
• Presentable (client orientation)
• Attention to detail
• Open to engaging with clients
• Problem solving skills
• Energetic
• Working as part of a larger team to accomplish common business goals
• Excel spreadsheets
• Be able to work under pressure in financial services business and produce accurate and timely results

Deadline:28th July,2026

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Job description:

• The successful candidate will be responsible for the technical preparation of financial plans within a PSG Wealth advisory practice, compiling financial needs analyses, investment proposals, and risk and retirement planning reports that align with each client's individual circumstances and goals. You will manage all aspects of the pre-advice process, including research, fund and product comparisons, portfolio review packs, and Record of Advice documentation, while working closely with advisers to ensure every recommendation is accurate, compliant, and client ready. The individual will also be responsible for maintaining client records, tracking outstanding documentation, and liaising with product providers on application and servicing queries

Responsibilities:

• Client face to face meetings, if necessary, at the office
• Liaising and providing feedback to clients on plan and application progress
• Handling client queries
• Financial Planning Management: preparing financial needs analyses, investment proposals, and risk/retirement recommendations
• Recording details and information on relevant systems & compliance
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and product providers/insurers
• Maintaining a good working relationship with providers
• Reporting
• Manage client retention
• Understanding policy wording and various investment and risk products
• Relevant work experience in financial planning/wealth management
• Preparing quotations and comparisons for clients
• Follow up on leads
• Help building a client base
• Policy and portfolio reviews
• Advising clients on their investment, risk, and retirement planning needs

Minimum Requirements:

• Matric (essential) + Relevant tertiary qualification (B.Com) in Financial Planning, Investment Management, or related field (essential)
• Minimum 5 years' experience as a Paraplanner or in a similar financial planning support role
• RE5 completed
• Postgraduate Diploma in Financial Planning (or working towards) advantageous and/or CFP (Certified Financial Planner) designation highly advantageous
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies Required:

• Empathy
• Integrity
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organising skills
• Time management skills
• Strong work ethic, able to work under high volumes of pressure
• Teamwork
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Analysing problems and providing solutions
• Fully computer literate (Microsoft Office 365: Word, Advanced Excel and Outlook)
• Sound technical and analytical financial planning knowledge
• Strong working knowledge of FAIS/FICA legislation and compliance requirements
• Proficiency in financial planning in Elite Wealth
• Sound understanding of investment, retirement, and risk/life products across major SA providers

Deadline:2nd August,2026

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Job description:

• The Claims Assistant is a 6 month Fixed term contract role, which will be responsible to provide administrative assistance and support regarding short-term insurance claims.

Responsibilities:

• Liaising with Clients with regards to Claim requirements
• Checking of Cover vs Claim and checking Merits accordingly
• Register and Manage Claims on Broker Admin platforms and Direct
• Continual feedback to clients via Telephone, Emails and WhatsApp’s as per client preference and work with a sense of urgency to always expedite closure
• Building of strong relations with colleagues and ensuring adherence to all processes
• Record keeping on the CRM system

Minimum Requirements:

• Grade 12
• NQF 4 Short-term insurance certificate (150 Credits) – Advantageous
• 1 - 2 years claims experience in short term insurance
• Computer Literate (MS Outlook, Excel, Word)

Skill sets required:

• Communication skills
• Results and detail orientated
• High stress tolerance and resilience
• Passion for adding value to clients through superior service levels
• Willing to work overtime when required
• Strong IT and Product knowledge

Deadline:24th July,2026

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Job description:

• To provide an effective office assistant function to the Adviser through reliable support and office administration.

 Responsibilities:

• Answering/redirecting all incoming calls and taking messages
• Arrange appointments with client or prospects on behalf of the Adviser
• Prepare prospective client files as needed
• General office management assistance
• Receive, direct and relay messages via phone/email
• Handle expenses
• Greet and welcome guests as soon as they arrive at the office
• General administration
• Receiving, distributing, and processing all incoming and outgoing mail

Minimum requirements:

• Grade 12
• Computer literate (MS Office – Excel, Word and Outlook)
• 0-2 years’ relevant experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Multitasking and time-management skills, with the ability to prioritize tasks
• Good telephone etiquette

Competencies:

• Professional attitude and appearance
• Ability to be resourceful and proactive when issues arise
• Good verbal and written communication skills
• Ability to work under pressure
• Excellent organisational skills
• Must be punctual

Deadline:20th July,2026

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• We are seeking an ambitious and technically skilled Actuarial Analyst to join our Actuarial team. This role focuses on profitability analysis, but also includes other actuarial tasks like reinsurance, capital management and IFRS17. You will contribute to supporting strategic business objectives in a fast-paced, rewarding environment.

Responsibilities:

• Create reports and views using SQL and Power BI for analysis purposes and business reporting
• Analyse and interpret data, including identifying trends and deep diving into the details
• Communicate findings clearly through reports, visualisations, and presentations to both technical and non-technical stakeholders
• Perform ad hoc investigations and analysis as required by business stakeholder
• Support in reinsurance modelling, IFRS17, capital requirement assessment
• Drive improvements in automation and integration of risk systems and reporting processes
• Develop and maintain management information reports using power BI
• Establish risk awareness throughout the organisation

Minimum requirements:

• Bachelor’s degree in actuarial science
• Progress toward or completion of A100 and A200 exams
• Minimum of 2 years’ experience in the short-term insurance industry

Competencies required:

• Strong mathematical, statistical, and analytical skills
• High attention to detail and accuracy
• Ability to interpret complex data and provide actionable insights
• Proficiency in Python (automation, modelling) and SQL (database management)
• Experience with data visualisation tools (Power BI)
• Ability to work independently and manage multiple projects simultaneously
• Adaptable, innovative, and inquisitive mindset
• Strong interpersonal and communication skills (written and verbal)
• Organised, with strong documentation and reporting capabilities
• Critical thinking and problem-solving abilities
• Policy, product, and short-term insurance industry knowledge

Deadline:31st July,2026