Current 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 service
• Process client queries and instructions
• Administer all products
• Research product information
• Gather Policy information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• 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
• Ensure FAIS Compliance
• Load new/existing business applications
• Employee benefit administration

Minimum requirements:

• Grade 12
• 0 - 2 years’ experience in 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) – Highly competent in Excel
• Strong technical, organisation, planning and administrative skills

Competencies required:

• Customer Service
• Good verbal and written communication skills
• Able to handle admin pressure
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player

Closing date: 27-Jul-2026

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Job description:

• We are seeking a motivated and analytical Risk and Retirement Associate Consultant to join our growing team. This is an excellent opportunity for a recent graduate or early-career professional looking to build a career in risk management, retirement consulting, and employee benefits.
• As a Risk and Retirement Associate Consultant, you will work closely with experienced consultants to deliver innovative retirement, pension, and risk solutions to a diverse portfolio of clients.
• You will gain valuable exposure to employee benefits, financial analysis, client relationship management, and regulatory compliance within a dynamic consulting environment.

Responsibilities:

• Support consultants in delivering retirement, pension, and employee benefits consulting services.
• Analyse financial, retirement fund, and insurance data to develop client insights and recommendations.
• Prepare reports, presentations, and other client deliverables.
• Assist in the implementation and review of retirement and risk management solutions.
• Participate in client meetings and coordinate follow-up actions.
• Liaise with insurers, retirement fund administrators, and other stakeholders.
• Monitor industry developments and legislative changes affecting retirement and employee benefits.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Contribute to benefit reviews, renewals, and benchmarking exercises

Minimum requirements:

• Matric/Grade 12 (B.Com degree advantageous)
• NQF5 Wealth Management Certificate (B.Com degree advantageous)
• Completed RE5 (Representative First level exam)
• 5 years relevant Financial Services experience in a similar role
• Proficient in both spoken and written English and at least one other of the official South African languages
• Own vehicle and drivers’ license

Competencies required:

• Strong analytical and problem-solving abilities.
• Excellent numerical and data analysis skills.
• Advanced proficiency in Microsoft Excel, with working knowledge of Microsoft Word and PowerPoint.
• Excellent written and verbal communication skills.
• Strong interpersonal and client relationship management skills.
• High level of accuracy and attention to detail.
• Effective planning, organisation, and time management skills.
• Ability to work independently and collaboratively in a team environment.

Closing date: 02-Aug-2026

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Description:

• To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.

Responsibilities:

• Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
• Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and/or client service consultant
• Confirm all processed instructions to clients and financial advisers
• Adhere to all operational processes and minimise operational errors
• To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures
• Deal with queries from junior administrators, client service consultants and other internal stakeholders
• Assist with special projects and assignments as agreed on an ad hoc basis
• Apply TCF principles in daily tasks

Minimum Requirements:

• A relevant financial or business degree (NQF Level 7)
• Strong technical and business experience in the administration of a LISP platform
• 1-2 years in the financial services industry
• Excellent verbal and communication skills

Competencies:

• Numeric ability
• Client focussed
• Accuracy skills essential
• Strong verbal and written communication skills
• Ability to work under pressure
• Ability to deal with complexity
• Systematic and organised
• Attention to detail
• Ability to recognise, communicate and assist in solving problems
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Computer literacy, especially Excel

Closing date: 21-Aug-2026

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Description:

• Deliver an exceptional 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:

• Financial/Business degree (NQF Level 7)
• Relevant experience within the Financial Services industry (Investments/Wealth)
• Minimum of 2 years’ experience as a consultant in a Life/LISP Call Centre/Client Services environment
• Professional and friendly telephone manner
• Knowledge and interest in finance and investment management

Skills/ Competencies:

• Business writing and speaking skills in English
• Strong verbal and written communication skills
• Numeric ability
• Client focused, friendly and empathetic manner
• Accuracy and attention to detail
• Analytical thinking
• Administration skills
• Adaptability

Closing date: 21-Aug-2026

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Responsibilities:

• Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre
• Monitor and evaluate consultants´ activities and team operations
• Resolving internal and external queries from financial advisors and clients
• Communicating information regarding instructions, processes and procedures to advisors and clients
• Proactively retaining and attracting business by providing excellent service to advisors and clients
• Maintaining Monthly Attendance Record
• Maintaining Key Performance Activities (KPA)
• Performing and maintaining corrective actions where necessary to increase staff performance
• Panel-admin training of new staff
• Handling and resolving escalations, second call resolutions, etc
• Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension, etc)
• Identify opportunities and implement actions to streamline business processes
• Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products
• Quality assurance of correspondence sent by the consultants telephonically or by email
• Online Enrolments
• Back up to team members where necessary
• Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities.

Minimum requirements:

• BCom in Economics/Finance/Financial Management or related (NQF Level 7)
• Financial Services experience
• 2+ years Leadership/management experience
• 2+ years LISP platforms experience or similar investment administration environment
• Experience in dealing with or building relationships with advisers

Skills:

• Professional and friendly telephone manners
• Good understanding of mathematical calculations
• Take initiative
• Excellent time management skills
• Ability to multi-task and have good organizational capacity
• Problem solving skills
• Can work independently and as part of a team
• Apply sound judgement in query resolution
• Outcomes based training ability
• Natural leadership skills
• Detailed systems observation, attention to detail and solving problems arising.
• Ability to do performance calculations and reconciliations
• Approachable and supportive
• High ability to mediate and resolve disputes

Closing date: 21-Aug-2026

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Job description:

• The Direct Marketing Campaign Manager will be responsible for the strategy, management and execution of all marketing activities and campaigns relating to the online platform with a strong focus on digital targeting and marketing

Responsibilities:

• Plan, develop, manage, and optimize marketing campaigns (once-off and always-on), for the PSG Online platform
• Plan, develop and manage the content strategy including format, channel and frequency for the PSG Online platform
• Drive audience segmentation within the platform from existing client base and execute continuous up-and-cross sell campaigns
• Ensure all deliverables are up to standard and aligned with PSG online brand
• Monitor the progress of ongoing content and marketing campaigns and report on the effectiveness of the marketing initiatives. This includes running A/B tests and continuously optimizing email and social media campaigns for acquisition and conversions
• Engage with the sales and development team to implement and utilize strategy and functionality
• Track and monitor campaign performance, prepare reports, provide actionable insights, and suggest improvements based on findings

Minimum requirements:

• Bcom Degree (Marketing / digital related qualification)
• A minimum of 3 years’ experience within a similar role
• Strong experience in running data-driven campaigns across for different channels
• Experience in Fintech platform marketing

Competencies:

• An understanding and passion for the financial markets/funds/securities
• Be sufficient in independent research.
• Advanced competency to the MS Office suite required
• Team player
• Strong project management skills
• Ability to generate impactful campaigns
• Ability to measure and report on success of campaigns
• Understanding of the online / fintech space

Closing date: 14-Aug-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 will receive world class training and development, guided by seasoned and established 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:

• To provide assistance to the Insure Adviser. The position will focus on short-term insurance specifically.

Responsibilities:      

• Liaising with clients
• Preparing quotations for new and existing clients
• 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

Minimum requirements:

• Matric Certificate
• Relevant Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management or BCom (Economics)
• 0 – 2 financial services experience
• Computer literacy (MS Office)
• Proficient in verbal and written English and at least one other official South African languages

Skillset Required:

• Strong communication skills
• Good administration skills
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Adherence to Strict Deadlines

Closing date: 7-Aug-2026

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Job description:

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

Responsibilities:

• Liaising with clients
• Preparing quotations for new and existing clients
• 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
• Administration of claims procedures, renewal of policies and new business
• Assist with product quotes
• Underwriting
• Claims

Minimum Requirements:

• Matric/Grade 12
• NQF 4 in Short Term Insurance or relevant BCom financial Degree
• 5 - 7 years short-term insurance experience in both Commercial & Personal line (with claims, underwriting & renewals)
• RE5 Certificate successfully completed (Regulatory examination for Representatives) - essential
• Proficient in both spoken and written English, and at least one other of the official South African languages

Competencies:

• Team player
• Attention to detail
• Ability to work independently
• Strong verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure
• Computer literate (MS Outlook, Excel, Word, CRMs)
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills
• Resilient with a good level of stress tolerance

Closing date: 6-Aug-2026

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Job description:

• This is an opportunity to join a well-established office and team which is growing rapidly. We require a paraplanner to provide high level support to a highly experienced financial adviser.
• In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts, prepare investment proposals and cash flow analysis and support in 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 client 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 client 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 Economics
• Postgraduate Diploma in Financial Planning  - essential (CFP designation advantageous)
• Regulatory Exam (RE5) for Representatives passed
• At least 5 year’s Paraplanning (relevant) work experience within the financial industry
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• 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 and a
• Computer literacy (MS Office)
• Resilience

Closing date: 2-Aug-2026

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Job Description:

• The Product manager is responsible for the team providing support to product development, implementation, and pricing activities for PSG Wealth’s range of investment products.
• This will include ensuring accurate and timely provision of technical calculations, financial modelling and analyses in relation to pricing reviews, product investigations and competitor comparisons.
• The product development, implementation and maintenance activities apply across the PSG Wealth business, including PSG Life, PSG Invest and PSG Securities.

Responsibilities:

• Manage the team of product analysts supporting the Fund and Securities business units within PSG Wealth
• Support the development and implementation of new products or product enhancements by performing calculations on product pricing, revenue and expense impacts as well as performing ongoing product investigations and competitor comparisons.
• Support the ongoing business strategy by ensuring that the product pricing remains competitive and profitable across the PSG Wealth business units. This will involve performing and overseeing calculations and investigative work for ongoing pricing reviews for both the Fund and Securities platforms, including product and pricing support for both the Advised and Online distribution channels.
• Support the consideration for special or large transaction platform fee requests.
• Provide and oversee support to the sales team on client queries, operational matters or data requirements.
• Provide reporting to the PSG Life Board and Retirement Fund Trustees on platform related matters and ESG controls.
• Oversee product maintenance activities on our investment and wealth products, which will include providing technical input into the investment platform’s client interfaces and reports.
• Support the delivery of accurate tools and calculators used by PSG Wealth and our distribution network (advisors), including the maintenance of tools and investment tools (e.g. Reg28 calculator, income tax).
• Manage the team providing platform fund maintenance, e.g. new and ongoing fund due diligence and tracking of performance and sales commitments.
• Participation in the Platform Product committee and reporting to stakeholders.
• Provide input for articles published in newsletters such as Platform Weeklies and Wealth Perspective articles
• Maintain control standards of all work performed by the team and inform business of developing or new risks

Minimum requirements:

• University Degree majoring in either Investment Management, Insurance mathematics, Actuarial Science or Financial management.
• Demonstrable experience in managing small teams - minimum of 3 years’ experience.
• Past experience in managing new product development or existing product reviews
• Minimum of 5 years of experience in working with and pricing LIFE, LISP and investment products
• Experience in both local and international Life and LISP Products
• Demonstrable experience with programming and modelling skills, specifically financial modelling
• Advanced level of computer literacy, especially SQL, Python, MS Excel, MS PowerPoint and PowerBI.
• Experience with using Morningstar (or similar) reporting products
• Demonstrable experience in project management
• Experience in working within an adviser distribution channel environment
• Past actuarial experience with exam passes in A111, A211 and A212 would be advantageous
• Demonstrable experience in technical marketing or technical writing.

Skills/ Competencies:

• Strong mathematical and analytical skills.
• Financial modelling
• Life and invest product knowledge, for example voluntary investments, retirement annuities and endowments.
• Self-management skills.
• People management skills.
• Communication skills (verbal & written).
• Time management skills.
• Proactive.
• Attention to detail.
• Able to run on own with tasks.
• Overtime may be required on occasion, particularly over year-end and quarterly reporting.
• Must be able to work under pressure

Closing date: 7-Aug-2026

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Job description:

• The Senior Content Writer will play a pivotal role in supporting the PSG Wealth marketing team by producing high-quality, compliant, and engaging content across a broad range of financial and operational communication needs.
• This role is critical in helping the business meet the growing demand for content to support integrated marketing campaigns, adviser and investor communication, product education, and internal strategic initiatives.
• The writer will work closely with various internal stakeholders, including marketing, investment professionals, product owners, and business analysts, to translate complex financial concepts into clear and compelling communication.
• The role also supports operational capacity for communication projects across the business. 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 and managing a small team of junior investment writers.

Responsibilities:

• Content generation, editing and copywriting.
• Proofreading and editing daily, weekly, monthly, and quarterly communications
• Lead content creation and editing across multiple formats (email, web, social media, brochures, investor communication, video scripts and internal notices)
• Translate complex financial and operational topics into engaging, plain-language copy that meets compliance and brand standards
• Support the execution of campaign content, collaborating with marketing managers and business stakeholders
• Generate and manage strategic adviser- and client-facing content for new product launches, platform updates, and educational initiatives
• Draft and edit thought leadership pieces, commentary, and insights in collaboration with investment professionals
• Collaborate with business units to develop and deliver project-related communication on key business priorities
• Proofread and refine content across all platforms to ensure accuracy, consistency, and alignment with PSG tone and voice
• Assist with internal communication strategies and content delivery, supporting the needs of cross-functional teams
• Assist in project management of communications from brief to distribution.
• Proficiency in CMS platforms (e.g. Umbraco or similar), email distribution tools (e.g. SendGrid), and social media publishing
• Basic understanding of HTML for formatting and publishing digital content
• Ability to work with design and digital marketing teams to translate copy requirements into multimedia or interactive formats
• Strong project coordination abilities and deadline management skills
• Monitor competitor content and propose enhancements to PSG's content approach
• Participate in quarterly content planning and support the marketing team with execution against deadlines
• Support the onboarding and mentoring of junior writers, where applicable.

Minimum requirements:

• BCom Degree (Marketing related qualification, Financial Journalism qualification or similar)
• A minimum of 5 years’ experience within a similar role with a passion for writing and creating content in various formats.
• An understanding and passion for investing, macroeconomics and geopolitics is required.
• Familiarity with financial markets, investment products, or operational communications advantageous
• Strong digital literacy, including MS Office, with infographic, video or audio content creation experience an advantage
• Proven ability to conduct independent research and turn insights into impactful messaging
• Basic html knowledge advantageous

Competencies required:

• Exceptional writing and editing skills in English (Afrikaans advantageous)
• Ability to simplify complex financial, investment, and operational topics for different audiences
• Strong attention to detail and consistency in tone and message
• A team player with the ability to work cross-functionally and collaboratively
• Able to balance multiple priorities and manage time independently
• Deep curiosity and a proactive attitude to problem-solving and innovation
• Strategic understanding of content’s role in marketing and brand building
• Sound judgment in communicating sensitive or regulatory content

Closing date: 14-Aug-2026

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Job description:

• This is an opportunity for a dynamic Wealth Adviser to join a well-established office.  In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

Responsibilities:

• Financial advice and planning
• Handle and solve client enquiries
• Compile and process of new policy applications, administration and compliance
• Business maintenance and development

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• CFP® Qualification
• Regulatory Exam (RE5) for Representatives passed
• 0-2 years’ experience in a financial service environment
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Valid driver’s license and own vehicle

Competencies required:

• Analytical thinking
• Customer Service
• Presentation skills
• Analytical skills

Closing date: 27-Jul-2026