Fresh Openings at PSG Konsult Ltd

Job description:

• The Claims Consultant will be responsible to provide administrative assistance and support for all commercial and personal lines claims.

Responsibilities:

• Liaising with Clients with regards to Claim requirements
• Checking of Cover vs Claim and checking Merits accordingly
• Register claims and appoint assessor
• Manage claims in terms of claims SLA
• Manage the salvage process (motor and non-motor)
• Continual feedback to clients via Telephone, Emails and WhatsApp’s as per client preference and work with a sense of urgency to always expedite closure
• Building of strong relations with colleagues and ensuring adherence to all processes
• Quotations on new policies
• Advising on amendments to existing policies
• Record keeping on the CRM system

Minimum Requirements:

• Grade 12 Certificate
• Completed NQF Level 4 Short-term insurance
• DOFA confirmation from FSCA
• Fluent in written and spoken English and one other official South African language
• 5 years claims experience dealing with both personal and commercial claims
• Computer Literate (MS Outlook, Excel, Word)

Competencies:

• Good people and communication skills.
• Negotiation Skills
• Empathetic
• High stress tolerance and resilience.
• Client service driven
• Highly analytical
• Strong Product knowledge

Deadline:5th January,2026

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Job description:

• PSG Financial Services is a leading, financial services company seeking to employ a Business Development & Codes Manager that is comfortable and experienced in fast-paced administration as well as team management. The individual must be able to manage his/her time and prioritise tasks to ensure deadlines are met. The ideal candidate must be skilled in evaluating and optimising processes. A core responsibility of this role is to effectively manage a team of codes administrators, ensuring the PSG service-level agreements are met.

Responsibilities:

• Management of Codes Administrator Team
• Development and maintenance of codes policies and procedures
• Overseeing the termination and client transfer processes
• Maintaining product provider relationships and resolving queries
• Management of Orphan Clients
• Build and maintain  both internal and external stakeholder relationships
• Ensuring that processes are in compliance with Financial Services Legislation
• Tracking and reporting overall progress on tasks delegated
• Provide reporting overall progress on tasks delegated
• Manage the project deliverables in the Codes Team
• Overseeing the onboarding of New Advisers

Minimum requirements:

• Matric
• 5-7 years’ relevant strong administration experience within the financial services industry
• 2-3 years client relationship management experience, preferably whilst managing a small team
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Strong administration skills
• Communication skills
• Client services skills
• Detail orientated
• Planning and organising skills
• Problem solving skills
• Time management skills

Deadline:5th January,2026

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Job description:

• The primary objective of this role is to assume leadership in the Business Analyst Practice. The Business Analysts Practice is a recent addition, and the successful candidate is expected to collaborate closely with a team of Business Analysts to strengthen and refine this function

Responsibilities:

• Defining the methodologies, techniques, and tools that Business Analysts (BAs) should use to gather, document, and analyse business requirements.
• Establish a set of standards and best practices for performing business analysis.
• Facilitating workshops, collecting, and documenting business requirements
• Analyse data, processes, and systems to identify areas for improvement or optimization.
• Encouraging collaboration and effective communication among BAs, other departments, stakeholders, and project teams. This can include regular meetings, knowledge sharing.
• Providing templates and guidelines for documenting requirements, process flows, use cases, and other relevant business analysis artifacts.
• Ensuring that business analysis activities align with project management processes and timelines, helping to define and prioritize requirements for projects.
• Management and Oversight

Specifications and Documentation:

• Ensure business and technical specifications and user stories provided to technical teams are complete, accurate, and unambiguous.
• Manage and oversee requirements gathering, analysis, documentation, and implementation activities.

Service Desk and BA Team Operations:

• Oversee daily operations of the service desk, including resource management, prioritization, and adherence to service level agreements (SLAs).
• Work closely with PSG Group ITSM manager IT Operations team
• Manage and guide the BA team, ensuring efficient delivery of projects and tasks.
• Business Analysis and Delivery

Planning and Requirements:

• If necessary, take ownership of deployment processes, ensuring successful transition of development items into production environments.

Role Fulfilment:

• Perform the responsibilities of a Business Analyst in both existing and upcoming projects.
• Facilitate workshops for requirements gathering and analysis to ensure alignment with business objectives
• Develop user stories and related documentation to eliminate potential for miscommunication, misinterpretation, or misunderstanding, reducing rework and time wastage.
• Change Management

Coordination and Representation:

• Act as Change Manager, coordinating changes within the ST Admin environment.
• Organize and lead CAB (Change Advisory Board) meetings within ST Admin and represent ST Admin in Group CAB meetings.

Minimum requirements:

• BCom / BSc degree
• Minimum of 5 years' Business Analysis experience in the financial services industry (preferable Short-term insurance)
• Minimum of 2 years Team Leadership experience
• 5+ years’ experience of Microsoft technologies (Windows, SharePoint, MS-365, MS-Teams, Power Apps, etc.). 
• Integration knowledge (API design, integration between on-premise and cloud and multiple service provider platforms)

Competencies required:

• Analytical thinker
• Planning and organizing skills 
• Problem solving and analysis 
• Interpersonal skills 

Deadline:8th January,2026

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Job description:

• The primary objective of this role is to assume Business Analysis within Western. The successful candidate is expected to collaborate closely with a team of Business Analysts to strengthen and refine this function.

Responsibilities:

• Facilitating workshops, collecting, and documenting business requirements
• Analyse data, processes, and systems to identify areas for improvement or optimization.
• Encouraging collaboration and effective communication among BAs, other departments, stakeholders, and project teams.
• Providing templates and guidelines for documenting requirements, process flows, use cases, and other relevant business analysis artifacts.
• Ensuring that business analysis activities align with project management processes and timelines, helping to define and prioritize requirements for projects.

Minimum requirements:

• BCom / BSc degree or equivalent qualification
• Minimum of 5 years' Business Analysis experience
• 5+ years’ experience of Microsoft technologies (Windows, SharePoint, MS-365, MS-Teams, Power Apps, etc.). 
• Integration experience (API design, integration between on-premise and cloud and multiple service provider platforms)

Advantageous requirements:

• Knowledge and familiarity with common programming languages such as C#, Python or Java would be an advantage
• Financial/Insurance industry experience will be advantageous

Competencies required:

• Analytical thinker
• Planning and organizing skills 
• Problem solving and analysis 
• Interpersonal skills 

Deadline:8th January,2026

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Job description:

• PSG has an exciting opportunity for an Assistant Wealth Manager with one of our wealth offices, seeking someone who has a passion for the Financial Services and compliance.

Responsibilities:
Administrative support to Wealth Manager:

• Prepare and collate new client onboarding documentation.
• Oversee the management and updating of client CRM profile.
• Liaise with external and internal providers on client specific queries and implementation of instructions.
• Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager
• Manage the process of preparation of client review packs
• Prepare and implement financial planning and investment proposals
• Compare & process of new policy applications and quotations
• Prepare investment review reports and appointments
• Keep track of assets under management
• Maintain Client Relationship Management system
• Rebalance and maintain of existing portfolios
• Prepare and distribute monthly/quarterly/annual statements / certificates / communication

Legislative Compliance (FICA and FAIS):

• Apply basic knowledge of the FAIS General Code of Conduct in daily work.
• Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
• Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance.

Technical Support:

• Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
• Compile proposal documents based on the Wealth Manager instruction and recommendations.

Minimum requirements:

• Matric
• Degree (Advantageous)
• RE 5 (Advantageous)
• 3-8 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks.
• Experience in and solid knowledge and understanding of the financial planning environment, compliance with FAIS and FICA
• Previous knowledge of Mybase,  Icomply and Elite Wealth  (Advantageous)
• MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)

Competencies required:

• Ability to prioritise, organise and plan around large amounts of information and tasks.
• High attention to detail and low tolerance for errors
• Sound knowledge of and experience in FICA and FAIS
• Highly numerate
• Punctual
• Ability to work independently

Deadlne:10th January,2026

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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:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management/Financial Planning) or BCom (Economics)
• 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

Deadline:28th February,2026

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Job description:

• The Adviser Assistant is primarily responsible for performing 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. The role needs excellent client relationship management and office administrative skills.

Responsibilities:      

• General admin work and adviser’s direct assistant.
• Manage General Administration
• Offer assistance to the Adviser General administrative duties
• Prepare client files
• Process client queries and instructions
• Administer all products
• Able to navigate and assist clients on CRM systems

Minimum requirements:

• Grade 12 qualification
• RE 5 (must be willing to obtain – advantageous)
• Certificate in Short-Term Insurance (150 Credits) - (must be willing to obtain – advantageous)
• 3-5 years relevant work experience within the short-term insurance industry
• Proficient in both spoken and written English and at least one other of the official South African languages’
• Computer literacy (MS Outlook, Excel, and Word)

Competencies required:

• Efficient and accurate
• Teamwork
• Great multi-tasker
• Organising and planning
• Perform well under pressure
• Client service orientation
• Person with integrity
• Good communication skills
• Trustworthy
• Attention to detail

Deadline:5th January,2026

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Job description:

• The Administrative Assistant is primarily responsible for performing 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. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• Interact, manage and provide effective client service
• Implement new business
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Coordinate prospect projects
• Maintain the CRM system
• Maintain and upload Compliance & FICA as per FSCA regulations

Minimum requirements:

• Grade 12 / NQF4 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’ preference will be Afrikaans – spoken.
• Computer literacy (MS Office)

Additional requirements:

• RE5

Competencies required:

• Resilient
• Teamwork
• Organising and planning and good reception abilities
• Client service orientation
• Attention to detail

Deadline:31st December,2025

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Job description:

• The Administrative Assistant is primarily responsible for performing 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. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• Interact, manage and provide effective client service
• Implement new business
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Coordinate prospect projects
• Maintain the CRM system
• Maintain and upload Compliance & FICA as per FSCA regulations

Minimum requirements:

• Grade 12 / NQF4 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’ preference will be Afrikaans – spoken.
• Computer literacy (MS Office)

Additional requirements:

• RE5

Competencies required:

• Resilient
• Teamwork
• Organising and planning and good reception abilities
• Client service orientation
• Attention to detail

Deadline:9th January,2026

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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 / NQF5 qualification
• NQF5 Wealth Management
• Successfully completed the RE 5 Examination (Representatives)
• Minimum 2 Year 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
• Good verbal and written communication skills
• Able to handle admin pressure

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player

Deadline:5th January,2026