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:
- PSG is recruiting for an exciting and challenging career opportunity for an Accountant to perform the full accounting function up to trail balance and who can work in a high pressure, deadline driven environment.
Responsibilities:
- Journals, Importing / Exporting and processing up to trial balance level
- Income and payments on bank statement to balance to cashbook and Adviser commission statement
- Reconciliation of supplier accounts and cost center allocations between divisions
- Reconciliation of interdivisional and intercompany loan accounts
- Assist Financial Controller with ad hoc requests
- Assist with Advisor queries until resolution and manage Advisor expectations where necessary
- Assist Regional Managers with financial information
- Ensure correct account, cost center and company allocations
- Monthly balance sheet reconciliations
Minimum requirements:
- Completed Bachelor of Commerce in Accounting, CIMA or finance related degree
- 2-3 years’ relevant work experience within the financial services industry
- Computer literacy (Advanced MS Excel and Accpac skills)
Competencies required:
- Numerical and analytical skills
- Good verbal and written communication skills
- Time management skills
- Deadline driven
Closing date: 19-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 a PSG Adviser office nationwide—no prior experience needed!
- Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial 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 in one of our PSG Adviser offices situated in 255 locations nationwide
- 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:
- The successful candidate will be responsible for supporting the wealth or insure advisers, management and administration, interacting with clients by managing relationships and providing client services. In your 18-month programme, you will play a large role in ensuring new business implementation, marketing plan implementation and client support.
Responsibilities:
- Gather Policy information
- Compile a summary of information
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing
- Research product information
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Adviser
- Arrange appointments between 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
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.
- 0-2 Years experience in the financial services industry advantageous but not compulsory
- Strong Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
- Strong technical and administrative skills
Competencies required:
- Customer Service
- Business Acumen
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 28-Feb-2027
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Job description:
- The position will be responsible for changes to transactional systems, workflow, and OMNI channel components to support PSG Short Term Administration optimally
Responsibilities:
- Facilitate workshops to gather and analyse requirements for transactional systems, workflow, and OMNI channel enhancements and new implementations
- Document requirements in Business Requirement Specifications (BRS) and user stories, and obtain stakeholder approval
- Collaborate closely with the development team to ensure a clear understanding of business requirements
- Act as the communication liaison between the transactional system vendor and business stakeholders
- Coordinate testing, sign-off, and deployment of changes throughout the software development lifecycle
Minimum requirements:
- Relevant BCom / BSc degree
- Minimum 2 - 3 years’ work experience in similar role
- Experienced in concepts like software development lifecycles, sprint planning, agile methodologies etc.
- Experience in financial services (Short-term insurance)
- Good understanding of server infrastructure
Competencies required:
- Business acumen and entrepreneurship
- Analytical thinker
- Problem-solving skills
- Negotiating and influencing skills
- Reporting and presentation skills
- Innovative
- Assertive
- Attention to detail
- Advanced communications skills
- Change management
- IT innovation and acumen
Closing date: 24-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: 25-Aug-2026
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Job description:
- PSG has a great opportunity for an IT Service Desk Analyst to work within a growing financial services organisation, supporting both on-premises and cloud-based environments.
- This role provides first-level technical support to end-users, focusing on Microsoft 365 and Microsoft Intune environments, Asset Management, Desktop Support as well as AD account-related issues with agreed SLAs.
- The analyst ensures accurate ticket logging, initial troubleshooting, and escalation, where necessary, while maintaining high levels of customer satisfaction
Responsibilities:
Incident & Service Request Management
- Receive, log, and categorize incidents and service requests via phone, email, and ITSM tool.
- Provide first-level troubleshooting and resolution for software and connectivity issues.
- Escalate unresolved issues to second-level support, relevant IT Operations or vendors.
- Ensure accurate documentation of all interactions and resolutions in the ITSM system.
Microsoft 365 Support
- Provide first-line support for Microsoft 365 applications (Outlook, Teams, SharePoint, OneDrive).
- Assist users with email configuration, Teams meeting setup, and basic SharePoint access issues.
- Troubleshoot common OneDrive sync problems and guide users on best practices.
- Manage M365 license assignments and permissions.
Microsoft Intune Support
- Enrol and manage devices in Microsoft Intune for compliance and security.
- Assist users with Intune-related issues such as device enrolment, app deployment, and policy application.
- Troubleshoot Intune compliance alerts and escalate complex issues.
- Support mobile device management (MDM) and endpoint security configurations.
User Account & Access Management
- Process user account provisioning/deprovisioning requests in AD/Entra ID and Microsoft 365.
- Assist with password resets and access permissions in line with security policies.
- Provide user account-related information/report for audit purposes
- Initial regulator user account reviews for audit purposes
Desktop Support
- Provide first- and second-line desktop support to end users
- Install, configure, and maintain end-user devices and business applications
- Troubleshoot and resolve hardware, software, and connectivity issues
- Support user onboarding, offboarding, and workstation provisioning
- Maintain accurate support documentation and comply with SLA requirements
IT Asset Management
- Ensure IT Asset Management accuracy for assigned areas (division/region)
- Ensure proper documentation of assets issued to or returned by employees
- Conduct annual IT Asset verification for assigned areas (division/region)
- Provide IT Asset Management evidence to auditor for assigned area (division/region)
- Conduct AD/Intune Asset Management clean-up
IT Service Improvements
- Identify and report trends in the service desk environment for the division/region
- Propose continuous improvement initiatives
- Implement continuous improvement initiatives within agreed scope & schedule
Customer Service & Communication
- Own service delivery to assigned area of responsibility (division/region)
- Maintain professional and courteous communication with end-users.
- Provide management reports, regular updates on ticket status and expected resolution times.
- Educate users on IT policies, best practices, and self-service options.
Documentation & Knowledge Base
- Update knowledge base articles for common issues and resolutions.
- Document troubleshooting steps for recurring problems.
Minimum requirements:
- IT-related Degree/Diploma
- ITIL V4 Fundamentals/Practitioner Certification
- IT support certifications (CompTIA A+, N+, or equivalent)
- 3–5 years in IT support or Service Desk environment.
- 3-5 years working with ITSM tools (e.g., Jira Service Management, ServiceNow).
- 3-5 years in Microsoft 365 suite
- 3-5 years in Microsoft Active Directory Administration or Entra ID
- 2-3 year working with IT Change Management processes
Preferred:
- Microsoft 365 Fundamentals (MS-900)
- Microsoft Intune Fundamentals.
- Desktop Support Experience, incl. remote desktop support
- Understanding of Internet & network connectivity, e.g. VPNs
- Supervisory experience within an IT Support environment
Skills & Competencies
- Strong self- management skills.
- Excellent communication and stakeholder engagement abilities.
- Analytical and problem-solving mindset.
- Ability to manage multiple priorities in a fast-paced environment.
- Vendor and contract management experience.
- Troubleshooting and strong resolution skills
- Achievement / Results orientated
- Team Player
- Motivated and positive attitude
Closing date: 23-Aug-2026
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Job description:
- This role requires a short-term specialist in the Financial Services environment with in-depth experience on personal lines and commercial lines including specialist classes. It is based in our Technical Adviser Support team.
- The role is overall responsible to support a large network of advisers with complex advice related matters in PSG Insure. This includes working closely with product providers ensuring that our product suite remain competitive.
- The role can be based at our Head Offices in either Cape Town or Centurion.
Responsibilities:
- As a primary responsibility, pre-audit gathering of compliance and renewal documentation (e.g. renewal schedules, records of advice, compliance confirmations, loss ratio history and risk information) in order to prepare and review accurate large case policies across personal lines and commercial lines.
- On an ongoing basis suggest and improve the large case review process
- Apply short-term insurance knowledge to solve technical related problems across personal lines and commercial lines
- Keep abreast of industry regulations and standards relevant to personal lines, commercial lines and specialist classes
- Provide technical support to other team members, including preparing presentations and analysis aimed at increasing business efficiency.
- Support ad hoc Technical Advice projects and continuously identify and introduce efficiencies within the Team
- Coordinate engagement sessions between internal and/or external stakeholders (advisers, Relationship Managers, product providers)
- Track progress on team and cross-functional group-wide projects, providing support to keep initiatives moving forward.
- Maintain stakeholder relationships
- As a primary responsibility, effective handling of internal requests, including oversight and management of the TAS Insure central mailboxes.
- Liaise continuously with teams to support systems and processes
- Cross collaborate with other teams to the continuously enhance Technical Advisor Support and broader business processes in an innovative way.
- Contribute positively to team dynamics and collaborate effectively across the technical support team
- Effective time management across competing priorities and workstreams
- Meet deadlines for ongoing tasks and projects
- Maintain accurate record keeping, including taking minutes and tracking the progress of large cases
- Hold weekly meetings with stakeholders to ensure deadlines for delivery of large policy documents are met
- Compile monthly reports on large cases for management
Minimum requirements:
- Matric Certificate
- NQF5 in Short-term insurance or relevant short-term insurance qualification
- 2 - 4 years’ experience in personal and commercial lines with exposure to underwriting and claims processes
- Knowledge of short-term insurance products
- Experience engaging at Management level
Skills/Competencies
- Exposure to working directly with financial advisers will be advantageous
- Ability to clearly explain and define complex business requirements
- Excellent verbal and written communication skills
- Excellent management and leadership skills
- Strong interpersonal and relationship building skills
- Proven ability to identify, assess and solve problems
- Highly adaptable and resilient
- High emotional intelligence
- Teamwork
- Ability to influence and negotiate
- Good presentation skills
Closing date: 25-Aug-2026
go to method of application »
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’ll receive world class training and development, guided by seasoned and established financial 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:
- The successful candidate will be responsible for supporting the wealth advisers, management and 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
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing
- Research product information
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- 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
- Deal with Employee Benefit Service Related Queries.
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
Minimum requirements:
- Completed BCom Degree (Preferably majoring in Financial Planning/Investment Planning/ Risk Management or BCom (Economics)
- 0-2 Years experience in the financial services industry (no more than 2 years)
- 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: 17-Aug-2026
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Calling All Finance and LLB 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’ll receive world class training and development, guided by seasoned and established fiduciary 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 fiduciary services—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 fiduciary advisers
- Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.
Job description:
- The successful candidate will be responsible for supporting the Fiduciary Advisor and other staff members, as appointed by the Fiduciary Advisor in the administration of deceased estates. Interacting with clients by managing relationships and providing client service.
Responsibilities:
- Gather deceased client information via telephone and/or emails from family members.
- Consultations with the family members of the deceased to gather information.
- Compile a summary of information.
- Preparation of information to be submitted to the Master of the High court.
- Travelling to the Master of the High Court and/or Magistrate courts.
- Handle and solve enquiries at the Master’s Office.
- Preparing monthly update reports for clients.
- Data capturing on Legal Ease.
- Bank Reconciliation of deceased estates.
- Research product information.
- Handle and solve general client enquiries.
- Maintain office filing system of deceased estate files (hard copies) and on the internal office server.
- Telephone calls to clients and or other institutions.
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)/ LLB
- 0-2 Years experience in the fiduciary services industry within Trust/Estate Services
- Strong technical, administrative, legal and accounting skills
- Proficient in both spoken and written English and at least one of the official South African languages
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 25-Aug-2026
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