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PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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Job description:
To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration.
Responsibilities:
Office administration:
- Purchase/ order general supplies
- Petty Cash
- Organize couriers
- Attend to client follow up calls when required in relation to seminar and function attendance.
- Manage Adviser diaries
Reception duties:
- Answering/redirecting all incoming calls, taking messages.
- Boardroom meeting reservations
- Meet and greet all clients and visitors to the office
- Make tea and coffee for clients
- Arrange appointments with clients or prospects on behalf of Adviser
Client administration:
- Ensure adequate knowledge of product provider websites and contact numbers
- Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
- Prepare prospective client files as needed
- Prepare and file new customer files as needed
- Generate investment statements/tax certificates as required
- Ensure all documents are loaded on the electronic system
- Submit and follow through of new applications or changes
Other Responsibilities:
- 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 system
Competencies required:
- Client services and telephone etiquette
- Team-player
- Time management skills
Minimum requirements:
- Grade 12 qualification
- 2 – 3 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
- Computer literacy (MS Office)
Recommended requirements:
Competencies required:
- Resilient
- Teamwork
- Organising and planning
- Client service orientation
- Attention to detail
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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:
- Relevant financial or business degree
- Excellent verbal and written communication skills (Essential)
- Knowledge and interest in finance and investment management
- Bilingual (Afrikaans and English)
Skills/ Competencies:
- Strong verbal and written communication skills
- Numeric ability
- Client focussed, 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:
The Recruitment Consultant is responsible for attracting candidates and matching them to temporary or permanent positions, whilst building effective relationships with key business stakeholders in order to gain a better understanding or their recruitment needs and requirements
Responsibilities:
- Conducting role clarification meetings with Hiring Managers
- Drafting job descriptions
- Drafting advertisements for use on company website and other media
- Identifying and approaching suitable candidates who may be suitable for positions
- Screening and shortlisting of candidates
- Arranging interviews & conducting background checks
- Building effective relationships with hiring managers
- Develop a good understanding of the business and industry requirements for various positions and advise business accordingly
- Offer advice to candidates and staff members on career progression
- Review recruitment policies to ensure effectiveness of selection techniques
- Prepare weekly recruitment reports and feedback to the business
- Arrange and coordinate induction training for new joiners
- Manage relationships with external recruitment agencies
- Update HRIS system with all recruitment related information
- Track and report on recruitment activities weekly
Competencies:
- Cost management
- Planning & prioritising
- Attention to detail
- Results orientation
- Innovative thinking
- Strong interpersonal skills
- Building networks and good relationships
- Team effectiveness
- Handle confidential information
Minimum requirements:
- Bcom Degree (HR related qualification or similar)
- A minimum of three (3) years recruitment experience in a Financial Services environment
- Computer literate (MS Office Package)
- Strong headhunting and recruitment skills
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Minimum Requirements:
- Honours or master’s degree in Finance | Investment Management
- Good academic average not below 65%
- South African citizen
- Passion for Investments with keen interest in Asset Management
Join our programme and get involved in:
- Equity research
- Receiving training on Investment markets and shares allocations
- Determining which companies to invest in globally
- Providing support to the Investment team
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Job description:
Responsible for assisting with Group management information reporting and critical analysis of management information to identify unusual financial trends and anomalies. Assist with new Group internal reporting initiatives, including automation of reporting functions. Assisting various finance teams across the Group with special ad-hoc reporting requirements and requests.
Key Responsibilities:
Management information
- Assist with compilation of the monthly management reports using financial and non-financial information from various data sources
- Critically examining financial information for accuracy
- Completing monthly cashflow movement analysis reports
- Involvement in the annual Group budget process
- Compare actual performance to budget and prior year and obtain reasons for variances
- Identify and investigate unusual financial trends and anomalies to ensure that actual performance is a true reflection of business performance and results achieved
- Involvement in the forecasting of future financial performance
- Critically analyse relevant business metrics
- Completing of annual and provisional tax returns for Group companies
- Maintaining daily accounting records and processing of adhoc journals
- Completion and submission of regulatory returns
Audit & annual financial statements
- Assist with the preparation of reporting packs and annual financial statements in terms of IFRS
- Assist with external auditor queries during the year end of audit process
- Assist with internal audit queries as required
Special projects
- Finding ways to improve the efficiency of the reporting function.
- Assisting various finance teams across the Group with special ad-hoc reporting requirements and requests
Competencies:
- Ability to generate financial reports in Excel by incorporating information from different data sources
- Attention to detail
- Strong analytical and numerical skills
- Delivering results and meeting management expectations
- Ability to work under pressure
- Ability to manage own responsibilities
- Strong accounting and financial services knowledge
- Strong knowledge of accounting systems and financial reporting skills
- Ability to communicate and work with people
- Adaptability to work with various teams across the Group
- Ability to package and communicate financial information in a clear and concise manner
Minimum Requirements
- B. Com (Hons) in Accounting/B.Acc (Hons), CIMA or SAIPA
- Experience in the Financial Services Sector in a Group environment
- Computer literacy: Proficient in MS Office (Word, Excel, PowerPoint and Outlook)
Preferred Requirements
- Qualified CIMA or SAIPA
- One (1) to three (3) years’ experience in Financial Services Sector within a Group environment
- Good Knowledge of internal management reporting recommended.
- Knowledge of AccPac, IDU and Qlikview advantageous
- Advanced Excel skills
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Job description:
PSG has an exciting opportunity for an Senior Administrator at our Rosebank office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker.
- Management and support of Junior staff members.
- Develop and implement standard operating procedures and create efficiencies.
- Ensure adequate distribution of work across support staff.
- Conduct staff performance reviews, drive professional &organizational development initiatives .
- Arrange regular service and product provider training for staff.
- Ensure all advisers maintain high compliance levels and report where standards are not met.
- Ensure clients reviews are conducted according to SLA’s and duly documented as such.
- E-reviews of selected clients
- Updating of client data on MyPractice, including accuracy of life products prior to reviews
- Generate an accurate PFR from MyPractice for all clients via assistants.
- Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
- Ensure the efficient co-ordination and planning of client functions.
- General office management
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- 6 – 10+ year’s relevant work experience within the financial Services industry
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and at least one other of the official South African languages,
- Computer literacy (MS Office
Competencies required:
- Good communication skills (written & verbal)
- Interpersonal skills
- Good administration skills
- Planning and organising skills
- Good time management skills
- Resilient with a good level of stress tolerance
- Team Player
- Client service driven
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Job description
Responsibilities:
- Monitor through scanning of new and existing legislation updates to ensure that the company's operations remain in full compliance with all applicable laws.
- Update and monitor the daily new legislation register
- Create Awareness for regulatory changes
- Compile summaries of regulatory changes when necessary
- Conduct research into all regulatory matters when required
- Maintain record of releases on Company SharePoint
- Compile draft regulatory reports for meetings
- Assist with research for ad hoc projects
- Maintain relationships with internal & external stakeholders
Competencies:
- Knowledge of FAIS regulations and other relevant financial sector compliance requirements in South Africa.
- Meticulous and attention to detail
- Analytical and logical reasoning skills
- Research skills
- Self-starter and ability to work independently
- Strong written and verbal communication skills
- Problem identification and solution skills
- Integrity is non-negotiable
- Has the ability to assimilate and apply relevant business principles
- General IT knowledge and skills
Minimum requirements:
- Completed Bachelor of Laws (LLB) / BA LLB degree
- 1-2 years relevant regulatory work experience within the financial services industry
- Specialist knowledge on regulations and government policy advantageous
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Job description:
An opportunity exists for an Intermediate Project Manager to work within a growing financial services organisation. The role requires an individual with IT project management experience particularly on software development projects using the agile methodology. The individual will assist in embedding agile practices and establishing the project management office competency within the organisation.
Responsibilities:
- Ensuring that client objectives are met and that deliverables are delivered to time and cost targets and the appropriate quality standards
- Working with clients to define project goals and to establish the overall success criteria for projects, including time, cost, technical and performance parameters
- Ensure the alignment of projects with the clients' overall business goals
- Developing the project execution plan
- Identifying and implement tools and systems to proactively maintain project governance in accordance with an agreed project execution plan
- Coordinating, controlling and directing the activities of all staff and project team members to ensure the project success criteria are met
- Monitoring and applying performance management techniques
- Respond promptly and efficiently to the clients' needs, changes and requests within the context of the project
- Managing the project change control process, including the implementation of change control procedures
- Monitoring and advising upon project finances
- Managing the flow of project information between the team and the client, through regular meetings and written communications
- Ensuring the project teams comply with these agreed systems and procedures
- Preparing formal project progress and other reports in order to provide timely and accurate project information and status updates to all stakeholders
- Taking a leading role in interfacing with clients and other team members, at all project stages
Agile specific responsibilities:
- Runs daily, weekly and monthly agile rituals efficiently and strictly
- Tracks work progress to identify blockages and developer divergence from allocated tasks
- Blocks Business, Operational Staff and Product owners from interference with Development Structure
- Polices channels for submission of development work requests
- Implements structure changes and strategy that are generated by agile retrospectives
- High velocity communicator - making sure that all information regarding changes in scope, delays & other detrimental events are communicated to those involved with the piece of work as soon as they arise
- Blocks stories that do not contain the right level of detail from entering the Dev Structure
- Blocks changes to work once in development without following the proper re-evaluation process
- Removes blockers with extreme prejudice when raised by development team
Minimum Requirements:
- Proven experience as an Intermediate Project Manager for at least 3 years, including being responsible for implementation of projects, facilitating projects and related workshops and effectively communicating with all project stakeholders
- Proven experience facilitating a project across multiple divisions within an organisation
- PMBOK or Prince2 experience advantageous
- Agile/Scrum/Kanban experience preferable
- Extensive understanding of IT software products / development
- SDLC and Implementation experience
- Experience in testing and QA environments
- Experience in the Financial Services Industry
- Must be competent in workshop facilitation techniques
- IT Qualification equivalent to a BTech or BCom
Competencies:
- Execution
- Decision Making
- Communication
- Strategic
- Influencing others
- Critical Thinking
- Business acumen
- Personal Mastery
- Collaboration
- Initiating Action
Method of Application
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