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:
- 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: 24-Jun-2026
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Job description:
- PSG has an exciting opportunity for an applicant who will be responsible for primarily performing the tasks that comprises of after sales service offering 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. You will be required to hold a moderate level of technical knowledge to perform the role. The role needs excellent relationship management, secretarial and administrative skills.
Responsibilities:
- Interact with clients (management of relationships and providing client services)
- Medical Aid New Member Onboarding
- New business implementation
- Claims Management and execution on all medical aids
- Prepare client files
- Process client queries and instructions
- Administer all products & processes, including claims and billing
- Coordinate prospecting projects
- Research product information
- Maintain CRM system
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- At least 1-2 year’s relevant work experience within the financial industry (Healthcare)
Preferred Requirements:
- Regulatory Exam for Representatives(RE5) passed
- Excellent computer literacy and knowledge of MS Office – Excel, Word
Competencies required:
- 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
- Resilience
Closing date: 16-Jun-2026
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Job description:
- The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients.
Responsibilities:
- Aggressive selling of short-term products specialising in commercial and personal lines
- Quotations for clients
- Follow up on leads
- Building a client base
- Advising clients on their short-term insurance needs
- Handling of incoming and outgoing calls
- Renewal of policies
- Building and maintaining good working relationships with clients, product providers, colleagues etc.
- On-site meeting with clients
- Dealing with service providers
- Implement company strategy
- Amendments and Endorsements of active policies
Minimum requirements:
- Grade 12
- 5 years and more short-term insurance experience in commercial and personal lines
- DOFA confirmation from FSCA
- Good verbal and written communication skills
- Good negotiating skills
Competencies needed:
- Highly client-focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Problem solving and analysis
- Planning and organising
- Strong sales and marketing experience
- Own transport and valid driver’s license
Closing date: 18-Jun-2026
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Job description:
- The Adviser is responsible for the selling of crop and agriculture insurance products and services to the right clients.
Responsibilities:
- Aggressive selling of short-term insurance products specialising in crop and agriculture insurance
- Quotations for clients
- Follow up on leads
- Building a client base
- Advising clients on their short-term insurance needs
- Handling of incoming and outgoing calls
- Renewal of policies
- Building and maintaining good working relationships with clients, product providers, colleagues etc.
- On-site meeting with clients
- Dealing with service providers
- Implement company strategy
Minimum Requirements:
- Grade 12
- NQF 4 Short-Term Insurance Certificate (150 credits)
- RE 5 Certificate
- 5+ years´ short-term insurance experience, specialising in crop and agricultural insurance
- Proficient in written and spoken English and at least one other official South African language
- DOFA confirmation from FSCA
Competencies:
- Good verbal and written communication skills
- Good negotiating skills
- Highly client-focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Problem solving and analysis
- Planning and organising
- Strong sales and marketing experience
- Own transport
Closing date: 12-Jun-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 underwriting assistance to the 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
Minimum requirements:
- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
- No experience, or less than 2 years in the financial services industry
- Proficient in both spoken & written English & at least one other of the SA languages
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 15-Jun-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 underwriting assistance to the 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
Minimum requirements:
- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
- Proficient in both spoken and written English and at least one other official South African language (Advantageous)
- 0-2 Years experience in the financial services industry
- Wealth exposure (Advantageous)
- Strong technical and administrative skills
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 12-Jun-2026
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Job description:
- PSG is a leading financial services company, seeking a Junior Distribution Analyst with strong reporting and executive assistance experience, reporting to the Operations Manager.
Responsibilities:
- Reporting, including data collection, analysis, validation of data accuracy and completeness before reporting. interpretation and presentation of data
- Preparing and finalising of PowerPoint presentations
- Assist with preparing ad-hoc analysis requests from Distribution management
- Identify inefficiencies in processes to aid automation and process improvement
- Daily, weekly and monthly reporting and assisting with QlikView / QlikSense queries
- Project management
- Support to Distribution Regional management on behalf of the Operations Manager
Minimum requirements:
- Relevant degree such as BCom (Finance, Economics or Mathematics)
- Minimum 2-3 years working experience in the financial services industry in a similar position
- Proficient in Microsoft Excel, specifically doing Xlookups and Pivot tables
- Proficient with MIS software e.g. QlikView / QlikSense (Advantageous)
Competencies required:
- Analytical ability
- Ability to work independently
- Problem solving skills
- Attention to detail
- Time Management
Closing date: 23-Jun-2026
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Job description
- Assisting the PSG Chief Legal and Compliance Officer in his daily duties to ensure a high level of compliance is maintained across the firm and that legal matters are adequately dealt with.
Responsibilities
Key responsibilities include, but are not limited to:
- Liaise with the divisional legal and compliance teams,
- Draft reports for presentation to key governance structures (i.e., Executive committee, Board, etc.),
- Assist with investigating legal or compliance matters,
- Review reports for accuracy and appropriateness,
- Analyse legal and compliance systems and processes and make recommendations for enhancements.
Minimum qualification
- B.Com LLB or similar
- Admitted attorney is advantageous
- Relevant industry experience is advantageous
Key competencies required
- Problem-solving skills
- Strong analytical skills and analytical thinker
- Simplifying complexity
- Interpersonal and relationship building skills
- Communication skills (verbal and written)
- Resilient
- Industry-specific knowledge is advantageous
Closing date: 30-Jun-2026
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Job description:
- A unique opportunity to join a JSE listed financial organisation that continually delivers excellent results and growth that exceeds all competitors in the market. Become part of a team working on Key projects in PSG Wealth Management in Partnership with business stakeholders to deliver great value, with an opportunity to make a real impact in the PSG success story.
- Design and Develop PSG Wealth transactional websites, Line of business systems and processes that are at the forefront of the Digital transformation of the organisation.
- Be an integral part of digitising our client journeys through changes to websites and software applications to meet both functional and technical requirements in producing quality solutions.
Responsibilities:
Technical Leadership:
- Lead system architecture and technical design decisions.
- Define and enforce coding standards, best practices, and development guidelines.
- Mentor and support a team of engineers, fostering collaboration, innovation, and continuous learning.
Stakeholder Engagement:
- Collaborate with business stakeholders to align technical solutions with business needs and objectives.
- Take ownership of tasks and projects, ensuring successful delivery from start to finish.
- Translate business requirements into technical deliverables that provide measurable value.
System Development:
- Design and develop scalable, secure, and reliable solutions for PSG Wealth transactional websites and line-of-business systems.
- Digitize client journeys through impactful changes to websites and software applications.
- Deliver business value through quality technical solutions and code.
Mobile Development:
- Lead the development of high-quality, scalable, and responsive Flutter-based mobile applications for iOS and Android platforms.
- Architect and implement offline-first mobile solutions to ensure seamless client experiences.
- Oversee the publishing and maintenance of apps on the Apple App Store and Google Play Store.
- Ensure mobile applications are optimized for performance, responsiveness, and scalability.
Compliance & Security:
- Ensure solutions adhere to security standards and regulatory compliance.
- Drive the technical standard higher through innovative and scalable technology delivery.
Innovation:
- Stay updated on industry trends and emerging technologies, integrating them into technical strategy.
- Identify areas for growth, education, and development within the team.
- Encourage innovation and continuous improvement throughout the development lifecycle.
Minimum Requirements:
- A BCom/BSc degree or equivalent qualification.
- Minimum of 10 years of experience in software development.
- At least 3 years focused on mobile application development using Flutter.
- Previous experience as a Tech Lead or similar leadership role.
Technical Expertise:
- Strong expertise in Flutter for mobile app development.
- Experience with publishing and maintaining production apps on the Apple App Store and Google Play Store.
- Solid understanding of CI or CD pipelines for mobile development.
- Familiarity with mobile testing frameworks.
- Strong expertise in C# .Net, .Net frameworks, and SQL Server (2012+).
- Proficiency in Angular.
- Knowledge of Kubernetes or Docker for containerization.
- Relevant certifications and expertise in Microsoft Azure cloud technologies.
Competencies Required:
- Strong architectural background with hands-on experience in Flutter for cross-platform mobile development.
- Ability to design offline-first and secure mobile solutions with a focus on performance and user experience (UX/UI).
- Strong proficiency in C# .Net, Angular, and SQL Server for scalable web solutions.
- Cloud Integration:
- Proficiency in Microsoft Azure, including Azure App Services, Azure DevOps, and Azure APIs.
- Problem-Solving Skills.
- Creative and critical thinking to tackle complex technical challenges.
- Problem analysis and resolution to deliver business outcomes.
- Ability to mentor and lead a team of engineers.
- Strong interpersonal skills to foster collaboration within cross-functional teams.
- Proactive mindset and initiative to drive innovation and results.
- High attention to detail for user experience, visual design, and application performance.
- Ability to identify and resolve performance bottlenecks and bugs.
- Desire to continuously learn and grow technical and industry knowledge.
- Eagerness to adopt new technologies and frameworks.
Closing date: 20-Jun-2026
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Job description:
- We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser. 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
- Writing of Quarterly Investment Reports
- Customer Relationship Management
- Newsletters
- Fund Research
- Equity Research
- Share Trading
- Compose & Analyse Client reports
- Quantitative analysis on equities and funds
- Qualitative analysis on funds and due diligence reports on funds.
- Discuss market circumstances with clients and bearing on their investment decisions
- Analyse risk reports
- Review brokerage earned
- Communication with clients (verbal and written)
- Planning and strategizing
- Client and broker meetings
- Writing monthly business reports
- Execute client orders
- Client Cash management
Minimum requirements:
- Relevant financial qualification (Preferably a completed Bachelor’s Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management) or LLB.
- RE 5 qualification
- 3+ years’ experience in the financial services industry as a Paraplanner
- Strong Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
- 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:
- Numerical skills
- Interpersonal skills
- Communication skills (Verbal & Written)
- Attention to detail
- Problem solving
- Industry Specific knowledge
- Analytical skills
- Lateral thinking
- Leadership skills
- A Passion for trading and the ability to work hard
- Positive Attitude
- Integrity
- Good People skills
- Work individually and in a team
Closing date: 17-Jun-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 Wealth Adviser Assistant to provide an efficient administrative support function to our office.
- 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 and investments.
Responsibilities:
- Financial Planning and investment administrative support
- 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.
- Gathering Policy information
- Compiling a summary of information
- Handling of new application and quotations
- Maintaining CRM systems
- Data capturing
- Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance.
- Handle and solve client enquiries (all existing business enquiries)
- Ensure clients’ myPractice and OneDrive profiles are updated and accurate.
- Manage Administrative Documentation (detailed records)
- Building relationships with clients ensuring easy servicing and reporting on non-advice queries and to ensure client retention and satisfaction
- Maintain records of all transactions using myPractice Notes. Turnaround times for transactions to be within given timelines.
- Maintain Service Level agreement deadlines
- Ensure that advisers maintain high compliance, FAIS and review statistics. Compliance records and FICA updates to be at standard and comply with the company standard documents, policies and procedures
- Attend regular product, platform and process training and participate in personal professional development initiatives
- Comply with administrative standards and procedures as implemented by the administration manager.
- Initiate open and constant communication with advisers to ensure effective workflows
Minimum requirements:
- Completed Grade 12 Certificate
- Relevant Financial or Industry related Qualification (Advantageous)
- 3 - 5 year’s relevant wealth management experience (Investment knowledge is preferred)
- Proficient in both spoken and written English as well as one other official South African Language
- Proficient in Microsoft Office
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
- Resilience
Closing date: 18-Jun-2026
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Job description:
- The successful candidate will be responsible for 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
- Research product information
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries)
- 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
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
- Investment Planning/Employee Benefits/Provident Fund & Medical Aid
Minimum requirements:
- Completed NQF 5 in Wealth Management and/ or Relevant financial services BCom degree (i.e Finance, Economics, Investment Management)
- Completed RE5 ( Advantageous )
- 2- 5 years relevant financial services wealth administration experience
- 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)
- Problem solving
- Attention to detail
- Team player
Closing date: 16-Jun-2026
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