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  • Posted: Oct 29, 2025
    Deadline: Feb 26, 2026
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    PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
    Read more about this company

     

    Client Services Consultant (LISP)

    Job description:

    • To deliver a superior 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:

    • Minimum qualification: Financial/Business degree (NQF Level 7)
    • Excellent verbal and written communication skills (Essential)
    • Knowledge and interest in finance and investment management
    • Business writing and speaking skills in English

    Competencies:

    • Strong verbal and written communication skills
    • Numeric ability
    • Client focussed, friendly and empathetic manner
    • Accuracy and attention to detail
    • Self-control
    • Initiative
    • Analytical thinking
    • Professionalism
    • Administration skills
    • Adaptability
    • Stress tolerance
    • Ability to relate to others
    • Ability to deal with complexity
    • Ability to prioritise and function positively under pressure
    • Ability to function as part of a team
    • Accept accountability and take responsibility for tasks done
    • Computer literacy

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    Client Services Administrator

    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

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    Adviser Assistant

    Job description:

    • To provide general administrative assistance to the Advisers. The position will focus on general administration of short-term insurance, life-insurance and investments.

    Responsibilities:     

    • Liaising with Underwriting staff to complete underwriting tasks and queries
    • Liaising with claims clerks to lodge client claims and queries
    • Liaising with underwriting staff to complete new applications and quotations
    • Prepare new business
    • Issuing new policies, renewals, and endorsements
    • Negotiating renewal terms and preparing the renewal documentation
    • Recordkeeping (electronic)
    • Provide regular feedback to relevant parties (client/stakeholders)
    • Obtaining the correct information from clients, recording details and information accurately on the relevant systems
    • Provide administrative support
    • Able to navigate and assist clients on CRM systems

    Minimum requirements:

    • Matric Certificate
    • NQF 4 Short Term Insurance Certificate OR NQF 5 Wealth Management Certificate OR Relevant Financial Degree (Preferred)
    • RE 5  Certificate (Advantageous)
    • 1 – 2 financial services experience, specifically in short-term insurance or wealth management

    Skillset Required:

    • Strong computer literacy (MS Office)
    • Good verbal and written communication skills
    • Strong administration skills
    • Attention to detail
    • Planning and organising skills
    • Time management skills
    • Highly reliable, adaptable, and resilient
    • Highly client focused with good interpersonal skills
    • Perform well under pressure
    • Great multi-tasker

    CLOSING DATE: 11TH, NOVEMBER,2025

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    Accountant

    Job Description:

    • PSG is recruiting for an exciting and challenging career opportunity for an Accountant to perform the full accounting function, payroll duties, and who can work in a high pressure, deadline driven environment

    Responsibilities:

    • Accurate financial reporting, budgets and statutory returns
    • Ensuring compliance with regulations and minimizing and controlling financial risk
    • Accurate Reconciliation of commission statements to receipts and monitor and interpret commission received
    • Effective commission tracking
    • Formulation and amendment of Policies and Procedures
    • Monitor and interpret cash flows & predict future trends
    • Calculation and Payment of VAT, PAYE & Income Tax for SARS
    • Reconciling of bank accounts and capturing in Sage
    • Reconciliation, capture into Sage & Payment of Suppliers
    • Process Salary changes in Sage & Payment of Employees' salaries
    • Process Leave changes in LeavePro
    • Ensuring accurate contracts to suppliers
    • Conduct reviews and evaluations for cost-reduction opportunities
    • Annual budgeting process, staff increases, share of profit and dividends
    • Monthly Liaison with PSG Finance relating to commission and related expenses
    • Annual liaison with auditors to produce financial statements
    • Process Annual Returns to statutory bodies
    • Keep abreast with financial regulations

    Minimum Requirements:

    • Completed Bachelor of Commerce in Accounting, CIMA (advantageous) or finance related degree
    • 3 +years’ relevant work experience within the financial services industry
    • Computer literacy (Advanced MS Excel and Sage skills)
    • Proficient in both spoken and written English and at least one other of the official South African languages

    Competencies:

    • Numerical and analytical skills
    • Good verbal and written communication skills
    • Time management skills
    • Analytical skills
    • Motivated and positive attitude
    • Financial management skills
    • Planning & Organising skills
    • Interpersonal skills
    • Able to work independently
    • Able to meet deadlines

    11TH NOVEMBER,2025

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    Finance Manager

    Job Description:

    • The successful incumbent will be responsible for the financial management of the finance department.  The individual is expected to work closely with the Accountants responsible for the accounting function and assist with any accounting issues as well as reviewing the monthly processing. We require the skills of a dynamic individual who has the willingness to learn and develop within a finance division.

    Responsibilities:

    • Review of reconciliations
    • Review of monthly accounting processing
    • Compiling of management reports and analysis
    • Cashflow and investments management and approving of payments and collections
    • Assist with budgeting and forecasting
    • Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis
    • VAT and Income tax calculations and returns
    • Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA)
    • Compilation of the annual financial statements in terms of IFRS
    • Assist Regional Managers with financial information
    • Liaising and assisting with internal and external auditors
    • Resolving reconciling and long outstanding items on balance sheet reconciliations
    • Systems, processes and internal control improvements
    • Assist with ad hoc queries until resolution

    Minimum Requirements:

    • Relevant Accounting Degree (BCom or BAcc)
    • CA (SA) Qualified
    • Minimum 2 years’ post articles experience (Financial Services / Short Term Insurance Industry advantageous)
    • Strong MS Excel skills
    • Experience in accounting packages such as Great Plains, SAP, Accpac (Advantageous)

    Competencies:

    • Communication / presentation skills
    • Interpersonal skills
    • Achievement / results driven
    • Team player
    • Strong time management skills
    • Numerical and analytical skills
    • Deadline orientated
    • Management skills

    CLOSING DATE: 31ST OCTOBER, 2025

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    Information Security Manager

    Job description:

    • The Information Security Manager will lead PSG’s cybersecurity strategy, governance, and operations across a hybrid cloud infrastructure. This includes managing Microsoft security capabilities, integrating firewall technologies, overseeing the Cyber Security Operations Center (SOC), and ensuring compliance with regulatory and industry standards. The role also includes managing BYOD risks, securing branch networks, and aligning with globally recognized frameworks such as the NIST Cybersecurity Framework and Joint Security Standards (JSS).

    Responsibilities:

    • Strategic Leadership & Governance
    • Develop and maintain PSG’s enterprise-wide cybersecurity strategy aligned with business objectives and regulatory requirements.
    • Establish and enforce security governance frameworks, policies, and standards.
    • Ensure alignment with the NIST Cybersecurity Framework (Identify, Protect, Detect, Respond, Recover) and Joint Security Standards.
    • Lead the implementation of relevant security compliance initiatives.
    • Collaborate with divisional CIOs and executive leadership to align security posture across business units.
    • Monitor emerging threats, regulatory changes, and industry trends to inform strategic decisions.
    • Architecture & Identity Management
    • Design secure solutions for hybrid environments (on-prem + Azure).
    • Integrate security into infrastructure and application projects.
    • Manage identity and access controls, including Azure AD, MFA, and privileged access management.
    • Security Operations
    • Manage day-to-day security monitoring, incident handling, and threat intelligence.
    • Administer Microsoft 365 security features: Defender for Endpoint, Purview, Sentinel, Conditional Access, etc.
    • Ensure endpoint, network, and cloud security controls are effectively implemented and monitored.
    • Implement and enforce BYOD policies, including mobile device management (MDM), data loss prevention (DLP), and secure access controls.
    • Secure branch office networks, including firewalls, VPNs, segmentation, and remote access protocols.
    • Financial Management
    • Develop and manage the annual cybersecurity budget, including licensing, tools, training, and consulting services.
    • Track and report on security-related expenditures, ROI, and risk mitigation outcomes.
    • Support procurement and vendor management for security solutions.
    • Cyber Security Operations Center (SOC) Oversight
    • Oversee 24/7 SOC operations, ensuring effective threat detection, incident response, and escalation.
    • Define SOC roles, workflows, and incident response playbooks.
    • Integrate SIEM, SOAR, and threat intelligence platforms for proactive defense.
    • Monitor and improve KPIs such as MTTD (Mean Time to Detect) and MTTR (Mean Time to Respond).
    • Coordinate with external threat intelligence providers and law enforcement when necessary.
    • Security Technology Lifecycle Management
    • Oversee the deployment, maintenance, and upgrade of security technologies including Microsoft 365 E3/E5 and Hailstone platforms.
    • Ensure timely patching, configuration updates, and feature adoption.
    • Maintain compatibility and integration of security tools with PSG’s hybrid infrastructure.
    • Document system configurations and update operational procedures regularly.
    • Risk Management & Compliance
    • Conduct regular risk assessments, vulnerability scans, and penetration tests.
    • Ensure compliance with POPIA, GDPR, NIST CSF, JSS, and other relevant regulations and frameworks.
    • Maintain a risk register and track mitigation actions.
    • Coordinate internal and external audits and ensure timely remediation of findings.
    • Awareness, Education & Training
    • Lead organization-wide cybersecurity awareness programs.
    • Deliver targeted training for IT, business, and executive teams.
    • Promote secure behaviour and incident reporting culture.
    • Team Leadership & Culture
    • Build and lead a high-performing cybersecurity team, leveraging SOC analysts, engineers, and compliance specialists.
    • Define clear roles, responsibilities, and performance expectations.
    • Conduct regular coaching, performance reviews, and career development planning.
    • Foster a culture of accountability, innovation, and continuous improvement.
    • Promote cybersecurity awareness and ownership across all departments.
    • Reporting
    • Prepare operational, executive-level reports on security posture, risk exposure, and compliance status.

    Minimum requirements:

    • Bachelor’s degree in Computer Science, Information Technology, or related field.
    • 8+ years of IT Security experience, with 5+ years in a leadership role.
    • CISSP, CISM, or equivalent
    • Microsoft Certified: Cybersecurity Architect Expert
    • GIAC Security Operations (GSOM) or equivalent SOC certification
    • Familiarity with scripting (PowerShell, Bash) and automation tools.
    • Experience in the following technologies and concepts:
    • Microsoft 365 and SharePoint Online
    • Proven experience in cybersecurity leadership within hybrid cloud environments.
    • Deep knowledge of Microsoft 365 E3/E5 security stack and Hailstone technologies.
    • Strong understanding of SIEM, SOAR, threat intelligence, and SOC operations.
    • Experience managing BYOD environments and securing distributed branch networks.
    • Familiarity with ISO/IEC 27001, ISO/IEC 20000, NIST, and CIS controls.
    • Excellent communication, stakeholder engagement, and team leadership skills.
    • Technical documentation

    Competencies required:

    • Strong leadership and problem-solving skills.
    • Attention to detail
    • Decision making
    • Leadership
    • Attention to detail
    • Resilience
    • Good verbal and written communication skills
    • Time management skills
    • Deadline driven

    CLOSING DATE: 30TH OCTOBER,2025

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    Insure Adviser Assistant

    Job description:

    • To provide administrative assistance to the Advisers. 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 position will focus on personal and commercial lines business.

    Responsibilities:

    • Maintain and update the CRM systems (MyPractice / MyBase)
    • General administration and compliance
    • 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
    • Handling claims

    Minimum requirements:

    • Matric
    • 2 – 3 years short-term insurance experience
    • myPractice systems experience
    • Competencies required:
    • Proficient in both spoken and written English and one other official South African language
    • Computer literacy (MS Office)
    • Good verbal and written communication skills
    • Strong administration skills
    • Planning and organising skills
    • Time management skills
    • Highly client focused with good interpersonal skills

    CLOSING DATE : 11TH NOVEMBER,2025

    go to method of application »

    Insure Adviser Assistant

    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) / NQF4/5 in Short Term Insurance
    • No more than 2 years experience in the financial services industry
    • Strong technical and administrative skills
    • FAIS Compliant and completed supervision

    Competencies required:

    • Customer Service
    • Communication skills (verbal & written)
    • Time Management skills
    • Problem solving
    • Attention to detail
    • Team player
    • CLOSING DATE: 10TH NOVEMBER,2025

    go to method of application »

    Insure Adviser Assistant | Lephalale, Limpopo

    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) / NQF4 or 5 Short Term Insurance
    • Proficient in both spoken and written English and at least one other of the official South African languages
    • 0-2 Years experience in the financial services industry
    • Strong technical and administrative skills
    • Computer literacy (MS Office)
    • FAIS Compliant and completed supervision

    Advantageous:

    • RE5

    Competencies required:

    • Customer Service
    • Communication skills (verbal & written)
    • Time Management skills
    • Problem solving
    • Attention to detail
    • Team player
    • CLOSING DATE: 30TH OCTOBER,2025

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