Job Openings at PSG Konsult Ltd

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 claims/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 More than 2 Years experience in the financial services industry

Competencies required:

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

Closing date:  28-Jun-2026

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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
• NQF 4 Certificate in Short-Term Insurance (Advantageous)
• RE5 Certificate (Advantageous)
• 2 years short-term insurance experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• 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:  26-Jun-2026

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Job description:

• We are seeking a highly organised and proactive Office Manager to oversee the day-to-day operations of our corporate office environment. The successful candidate will be responsible for ensuring the efficient management of office facilities, administration, health and safety compliance, vendor relationships, and support services.
• This role requires a hands-on leader who can effectively manage a team of office support staff, coordinate workplace logistics, maintain operational standards, and drive continuous improvements across office functions.
• The ideal candidate will possess strong organisational, communication, and problem-solving skills, with the ability to manage multiple priorities in a fast-paced environment while delivering an exceptional employee and visitor experience.

Responsibilities:

• Oversee the day-to-day management and operation of the office, ensuring a professional, efficient, safe, and productive working environment
• Manage all office facilities, infrastructure, equipment, and building maintenance requirements, liaising with landlords, contractors, and service providers as required
• Lead, supervise, train, and support the office administration team, including receptionists, drivers, cleaners, security personnel, and other support staff
• Manage external vendors and service providers, ensuring service delivery standards, contract compliance, and cost effectiveness
• Procure and manage office supplies, equipment, stationery, groceries, and consumables, maintaining appropriate stock levels and inventory controls
• Oversee office budgets and identify opportunities to improve operational efficiencies and reduce unnecessary expenditure
• Coordinate office logistics, including workspace allocation, employee access, parking arrangements, deliveries, and onboarding requirements for new employees
• Manage reception services, boardrooms, meeting facilities, training rooms, and booking systems to support business operations
• Coordinate internal meetings, training sessions, events, and catering requirements
• Ensure compliance with all health and safety policies, procedures, and regulatory requirements, maintaining a safe and secure workplace
• Coordinate health and safety initiatives, including inductions for new employees, emergency preparedness, first aid resources, and office safety representatives
• Communicate office-related policies, procedures, and operational updates to employees and stakeholders
• Produce operational reports and provide administrative support to management as required
• Drive continuous improvement initiatives to enhance office operations, service delivery, and employee experience
• Manage special projects and additional operational responsibilities as required

Minimum requirements:

• Degree/Diploma/Certificate in Office Management/Facilities Management Operations Management/ Secretarial / Office Administration/ Business Administration or equivalent
• 5+ Years in a similar Manager role (managing service providers, facilities, office budgets, support staff, working with landlords, property management companies, and building maintenance contractors)
• Experience within the Financial Services environment advantageous

Competencies required:

• Bilingual advantageous (English and Afrikaans)
• Strong organisational skills
• Attention to detail and accuracy
• Communication and influencing skills 
• Results Orientated and driven to find solutions
• Must work well under pressure
• Multi-tasker
• Excellent interpersonal skills
• Stakeholder engagement skills
• Service orientated
• Proactive

Closing date:  26-Jun-2026

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Job description:

• We require a Paraplanner to provide an efficient administrative support function to Advisers. 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
• 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 customer 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 customers 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 / Financial Sciences or Investment Management or BCom (Economics)
• CFP and/or Postgraduate Diploma in Financial Planning (advantageous)
• At least 3- 5 years relevant work experience within the financial industry
• Valid driver’s license and own vehicle
• Computer literacy (MS Office)

Competencies required:

• Client centric
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills
• Organising and planning
• Ability to operate independently
• Resilience

Closing date:  19-Jun-2026

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Job description:

• This is an opportunity for an experienced, CFP-qualified paraplanner to join an established advice-led practice within PSG Wealth Northcliff serving a sophisticated high-net-worth client base.
• The role suits a paraplanner who has built their career within quality wealth management firms, has progressed through to executive paraplanner level, and is now seeking to deepen their impact in a focused practice setting.
• The successful candidate will work directly with the principal adviser across the full planning lifecycle, from initial fact-finding through to detailed financial plans, review cycles, and ongoing client implementation, while supporting the practice’s continued growth and operational excellence.

Responsibilities:

• Prepare detailed Lifestyle Financial Plans, Review Plans, and Records of Advice for high-net-worth clients
• Conduct research and analysis on investments, insurance solutions, tax structures, and estate planning matters
• Model financial scenarios, assess risks, and present clear actionable insights to the principal adviser
• Administer wills and trusts, including liaison with attorneys and fiduciary providers
• Maintain meticulous compliance discipline, working with compliance management on robust review documents and records of advice
• Coordinate between advisers, clients, and external providers to streamline planning workflows
• Support practice growth initiatives and contribute to the continued development of planning methodology

Minimum requirements:

• BCom Honours in Financial Planning (NQF Level 8) or equivalent recognised qualification from a South African tertiary institution
• CFP® designation (Certified Financial Planner) currently held in good standing
• Class of Business (COB) training completed for Pension Fund Benefits (COB 4), Short- and Long-Term Deposits (COB 5), and Investments (COB 7)
• Regulatory Exam (RE5) for Representatives, already passed
• Minimum 7 years’ dedicated paraplanning experience at established South African wealth management firms
• Practical experience with multiple wealth management systems (e.g. Elite Wealth, Dynamics, X-Plan, or equivalent)
• Track record of close collaboration with compliance management on records of advice and review documentation
• Computer literacy (MS Office, financial planning systems)
• Valid driver’s license and own vehicle
• Fluent in both written and spoken English; and one other official South African language

Competencies required:

• Meticulous compliance and documentation discipline
• Advanced financial planning and modelling
• Estate, risk, investment, retirement, and tax planning knowledge
• Strategic and analytical thinking
• Client engagement and stakeholder management
• Project coordination and workflow management
• Strong written and verbal communication
• Self-directed, detail-oriented, and proactive

Closing date:  17-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 exceed 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:

• Lead and mentor a team of developers, fostering a culture of collaboration, innovation, and continuous learning
• Collaborate with cross-functional teams to define and execute the technical roadmap, aligning with business objectives and customer needs
• Drive the design, development, and optimization of our platforms, ensuring scalability, reliability, and security
• Provide technical guidance and support to ensure the successful delivery of projects on time and within budget
• Stay abreast of industry trends and emerging technologies, evaluating their potential impact and relevance to our business
• Implement best practices, processes, and tools to streamline development workflows and improve efficiency
• Participate in peer reviews of solution designs and related code.
• Identify and encourage areas for growth, education, and development within the team.
• Deliver Business value through quality technical solutions and code
• Be accountable for projects. Take ownership from start to finish of all tasks
• Drive the technical standard higher through innovative and scalable technology delivery
• Understand our business and clients and deliver great services
• Design and deliver scalable, secure code that enable our digital offering

Minimum requirements:

• BCom / BSc degree or equivalent qualification
• Minimum of 7 years' experience
• Experience as a Tech Lead
• Agile / Scrum experience
• Expert understanding of the software development process
• C# .Net
• SQL Server 2012+
• “Modern JavaScript libraries” – Angular, Underscore, KnockoutJs, JQuery, BackboneJS, Foundation, etc

Competencies required:

• ASP.NET (Web forms) / MVC 2.0+ (Required)
• ASP .Net Core (Web Api, Windows Services)
• HTML 5
• CD/CI pipelines
• Cloud PaaS consumption
• Rest Services
• Kubernetes/Docker
• Passion for software development and delivering great solutions
• Continually learns and grows own skills and industry knowledge
• Creative visualisation, critical thinking, inductive and deductive reasoning. An ability to think outside the box.
• Collaborative coordination and time management. Be Proactive and take initiative.
• Capacity to work under pressure while observing high quality standards.
• Problem solving and analysis. Add value to business outcomes.
• Must be able to work in a team environment. Share knowledge and help to grow others
• Desire to understand the reasons for delivery to deliver the right solution
• Strive to continually learn and improve

Closing date:  27-Jun-2026

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Job description:

• This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Wealth Administrator to provide an efficient administrative & planning support function to the Advisers.
• 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
• 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.
• Review customer 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 customers 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.
• Rebalance and maintain existing portfolios (switches, rebalances, withdrawals and investment allocations)
• Maintain Service Level Agreement deadlines
• Manage policy renewals
• Customer Service
• Manage Administrative Documentation (details records)
• 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
• Reporting of new business statistics
• Maintaining CRM systems

Minimum requirements:

• Grade 12 & NQF5 Wealth Management/B.Com Financial Degree advantageous)
• RE5 (Representative Regulatory Exam),
• COB and Product Specific Training (Advantageous)
• At least 3 year’s relevant work experience within the financial/Insurance industry in similar role
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• Care for clients must come naturally
• Communication skills
• Client and team centricity
• Systematic thinking
• Attention to detail
• Analytical skills
• Sound organising and planning
• Ability to operate independently
• Proactive problem solving
• Accuracy and reliability
• Ability to work under pressure

Closing date:  19-Jun-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:

• Relevant financial qualification (Preferably a completed Bachelor’s Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management) or LLB
• Postgrad qualification in Financial Planning
• CFP® Qualification (Advantageous)
• Regulatory Exam (RE5) for Representatives passed
• 2+ years’ experience in a financial service environment as a Paraplanner
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Strong technical, administrative and marketing skills
• Valid driver’s license and own vehicle

Competencies required:

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

Closing date:  23-Jun-2026

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Job description:

• PSG Wealth Northcliff has an exciting opportunity for an Admin Manager who will be responsible for the administration of personnel, wealth, office processes and to assist the broker. 
• This will include our internal processes and systems, support structures to advisors and the management of administrative staff and para-planners.

Responsibilities:

• Creating and maintaining internal systems and processes in the practise that will ensure advisors are supported optimally
• Head of all administrative processes – coordinating processes and systems
• Office administration tasks: Branding, Events coordination, Office Birthdays, Charity, set up for new appointments, Maintenance, Updating bulletin board, update investment allocator tool & manage social media
• Deal with general client amendments and queries, phone calls etc.
• Key contact between PSG Wealth Northcliff and service providers including internal stakeholders such as the different platforms, PSG Wealth marketing and investment administrators
• Diary management
• Ad-hoc and special projects
• Relationship Management with clients and service providers
• Arranging of client functions

Minimum requirements:

• Relevant BCom Degree
• 5 years of relevant working experience within the financial services industry
• Highly organised and strong administrative skills
• Computer literacy (MS Office & MS Excel)
• Fluent in written and spoken English and one other official South African language

Competencies required:

• Good communication skills (written & verbal)
• Interpersonal skills and the ability to motivate staff
• System and process thinking
• Planning and organising skills, attention to detail
• Managerial skills
• Resilience and a Big Picture thinker
• Team Player
• Client service qualities
• Ability to mentor junior staff

Closing date:  26-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:

• 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. 

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 BCom Degree
• Completed RE 5 certificate (Advantageous)
• 3 - 5  year’s relevant wealth management experience in the financial services sector
• Proficient in both spoken and written English as well as one other official South African Language
• Computer Literacy skills (MS Office)

Competencies:

• PSG System experience (myPractice – Advantageous)
• 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:  22-Jun-2026

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Job description:

• We are seeking a motivated and driven individual to join our team as a Wealth Adviser Assistant in our Uitenhage office. This is an excellent opportunity for a recent graduate or junior professional looking to build a long-term career in financial planning and wealth management.
• This role is designed as a developmental position, where the successful candidate will be trained, mentored, and supported with the goal of progressing into a fully qualified Wealth Adviser over time. Entry-level candidates encouraged to apply

Responsibilities:

• Provide administrative and operational support to senior Wealth Advisers
• Assist with client relationship management and client servicing tasks
• Prepare documentation, financial plans, and client review materials
• Attend client meetings alongside senior advisers to gain practical exposure
• Conduct research and assist with financial planning recommendations
• Ensure compliance with internal processes and regulatory requirements

Minimum requirements:

• BCom (Financial Planning) or equivalent
• 1-5 years’ relevant financial services experience

Additional Requirements:

• Postgraduate Diploma in Financial Planning
• CFP® Qualification (advantageous, but not required)

Competencies:

• Strong attention to detail and willingness to learn
• Excellent communication and interpersonal skills
• Professional, driven, and career-focused mindset

Closing date:  23-Jun-2026