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  • Posted: Dec 13, 2023
    Deadline: Not specified
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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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    Recruitment Consultant | Bellville

    Job description:

    The Recruitment Consultant is responsible for partnering with key stakeholders to provide a comprehensive in-house recruitment service for the Adviser Offices on a national basis with the emphasis on building a talent pipeline in line with our transformation initiatives in Distribution.  

    Responsibilities:

    • Partner with relevant stakeholders to understand recruitment needs
    • Source, attract and place quality talent through managing the end-to-end recruitment process including:
    • Advertise on company website, job portals and social media i.e., LinkedIn
    • Network to build talent pipeline
    • Telephonic screening and shortlisting
    • Interview shortlisted candidates
    • Conduct background checks
    • Extend offers
    • Provide feedback to candidates
    • Onboard and vest new employees
    • Implement talent retention initiatives
    • Career guidance
    • Report on all recruitment related activities

    Minimum requirements:

    • Completed National Diploma in Human Resources Management
    • 3 years’ relevant recruitment experience in a fast-paced working environment
    • Proficient in both spoken and written English and at least one other of the official South African languages
    • Computer literacy (MS Office – Advanced Excel skills)

    Competencies required:

    • Client and candidate centric
    • Relationship building and networking skills
    • Influencing skills
    • Detail oriented

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    Fiduciary Adviser | Tygerwaterfront

    Job description:

    Be part of a dynamic, passionate, client interfacing company.  We are looking for an experienced fiduciary adviser specialist to join PSG Trust (Pty) Ltd.  This individual will be part of the PSG Trust fiduciary team attending to winding up of deceased estates, trust administration and wills drafting with a reference to estate planning.

    Responsibilities:

    • To provide a specialist service offering in respect of deceased estates, trusts and wills.
    • Independent administration and responsibility for deceased estates and trusts in terms of current legislation, including the administration of complex estates.
    • Drafting Liquidation and Distribution Accounts, reconciliation- and trust administration statements.
    • Drafting and interpretation of wills taking into consideration applicable estate planning consequences.
    • Drafting of legal documents relating to deceased estates- and trust administration.
    • Maintaining client contact in a friendly and sensitive manner and furnishing regular progress reports to heirs, beneficiaries and other interested parties.
    • Attend to fiduciary related queries from clients and colleagues.
    • Communication with various service providers and stakeholders to ensure prompt and efficient finalization of an estate and of the ongoing trust administration.
    • Arranging and attending trustee meetings; accept responsibilities i.t.o. legislation and trust deeds.
    • Keeping monthly- and annual statistics.
    • Ensuring record keeping is meticulously maintained.

    Minimum requirements:

    • A Bachelor’s degree or equivalent or a legal qualification.
    • Diploma in deceased estates administration or prescribed FISA qualifications and @FSPA designation will be advantageous.
    • Proven practical experience in the fiduciary environment, i.e. at least 5-7 years’ experience in the administration of estates, trusts and wills, including more complex estates

    Competencies required:

    • Excellent listening, communication and interpersonal skills.
    • Ability to work independently; to work accurately with attention to detail.
    • Pro active approach to work, clients and problem solving.
    • Taking ownership (accountability) for own work and related responsibilities.
    • Commitment to offering the highest level of service to clients of the firm and the absolute confidential treatment of clients´ and firm´s affairs.
    • Adherence to professional standards and ethical behaviour.

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    Underwriting Consultant | Centurion

    Job description:

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

    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

    Skill sets required:

    • Grade 12
    • NQF Level 4 – Full qualification (short-term insurance) as set by regulation
    • Regulatory examination 1 (Representatives) RE5 successfully completed
    • A minimum of 5 years´ short-term insurance experience in commercial lines and transport insurance
    • DOFA confirmation from FSCA
    • Good verbal and written communication skills
    • Good administration skills
    • Planning and organising skills
    • Time management skills
    • Resilient with a good level of stress tolerance
    • Highly client focused with good interpersonal skills

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    Adviser Assistant (Underwriting) | Boksburg

    Job description:

    To provide underwriting assistance to the Adviser. The position will focus on commercial lines of business only.

    Responsibilities:

    • Underwriting of existing business
    • Liaising with clients
    • Preparing quotations
    • Issuing and managing new policies, renewals, and endorsements
    • Manage premium collections
    • Identifying/optimising business opportunities from clients
    • Maintaining service level agreement deadlines
    • Handling client queries
    • Claims Management – the daily claims process
    • Building and maintaining good working relationships with clients and internal stakeholders
    • Recording details and information on the relevant systems
    • Reporting
    • Manage client retention and organic growth
    • General office assistance and administration

    Skill sets required:

    • Grade 12
    • Fully computer literate (MS Word, Excel, and Outlook)
    • NQF Level 4 Certificate in Short-Term Insurance
    • 3 - 5 years short-term insurance experience in commercial lines
    • Good verbal and written communication skills (Afrikaans and English)
    • Good administration skills
    • Excellent planning and organising skills
    • Problem solving and analysis
    • Time management skills
    • Good negotiation skills
    • Resilient with a good level of stress tolerance
    • Highly client-focused with good interpersonal skills

    Method of Application

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