Job Opportunities at PSG Konsult Ltd

Job description:

• This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team.
• The role is overall responsible to support a large national network of advisers with complex advice related matters in PSG Wealth. This includes working closely with product providers ensuring that our product suite remain competitive.

Responsibilities:

• Subject matter expert and manager of the large case review process including presenting the case and findings to senior management for approval
• On an ongoing basis, evaluate, review and improve large case process
• Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees
• Working with cross-functional teams on strategic distribution projects where Wealth SME’s are required
• Assist with the provision of content to technical adviser support team (Technical Advisory Services) and marketing in relation to advice and distribution activities.
• Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities.
• Collaborating with cross-divisional teams on product and product provider due diligence.
• Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
• Draft of communication on technical topics e.g. Take Notes, industry relevant articles.
• Represent Technical Advisory Services as Wealth Product expert on Technical Advisory Services and non-Technical Advisory Services related committees
• Due diligence on product and product providers in collaboration with the risk and finance team
• Research on ad hoc projects
• Effective management of direct reporting staff
• Responsible for facilitation of Technical Training to junior staff

Minimum requirements:

• Degree in Financial Management / Financial Planning or related
• Postgraduate Diploma in Financial Planning (Advantageous)

Experience:

• A minimum of 7 years’ experience in wealth and investment products
• In-depth knowledge of financial planning
• Experience engaging at an EXCO/Senior Management level
• Exposure to working directly with financial advisers

Skills/Competencies:

• Ability to clearly explain and define complex business requirements
• Excellent verbal and written communication skills
• Excellent management and leadership skills
• Attention to detail and analytical 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

Deadline:10th January,2026

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Job description:

• This position is a position that will consist of an Assistant function to the Wealth Advisers through reliable support, office administration, and client administration duties. Primarily providing 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.

Minimum Requirements:

• Matric
• Computer literacy skills
• Fluency in English and Afrikaans to communicate with clients
• Business writing skills and service orientation
• Excellent Client Relationship Management and office administrative skills

Responsibilities:
Personal assistant duties:
General assistant duties to Wealth Advisers which includes but are not limited to:        

The following lists to be distributed on the 1st of each month:

• Birthday
• Review report
• Re-comply list
• Income reviews
• Merge report list
• Section 14 review
• Income shortfalls
• Weekly Feedback report
• Maintain and update CRM system (update client details, merging, link family, details to be updated with all service providers, etc.)
• Maintain myPractice statistics, once a month run merge report and merge required icomplies.
• Keep Mypractice knowledge up to date on any system developments or changes
• Watch weekly training videos even if you are of the opinion you are up to date
• Up to date with various product provider websites
• Any other reasonable assistant instructions

To do list :

• Keep a to-do list on all instructions given by adviser
• Every Monday send progress report to adviser
• Whenever CC’d in an email from adviser, the email becomes your responsibility to follow up and finalise
• Any instruction send to product provider must be followed up within providers service level agreement and ensure that the instruction is finalised, and adviser was notified thereof.
• Prioritized cases followed up every 24h and ensure it gets finalized asap.
• Maintain client service levels and feedback loop

Daily expectations:

• Complete any form as comprehensive and accurate as possible
• Complete all client details as provided on MyPractice

Deadline:5th January,2026

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Job description:

• The Wealth Adviser Assistant plays a key support role in ensuring a smooth and professional client experience by managing all aspects of the client onboarding process. This includes the preparation, collection, verification, and submission of all necessary documentation in line with internal compliance and regulatory requirements. The assistant acts as a liaison between the Wealth Manager, client, and internal operational teams to ensure timely and efficient service delivery. The role requires the incumbent to hold a proper authority, with a moderate level of technical knowledge. It also demands excellent relationship management, secretarial, and administrative skills.

Responsibilities:
New Business Implementation:

• Implementation of all new business, including all follow-ups in-line with Stockbroking Service Offering.  This includes completing and submitting application forms where necessary, contacting suppliers and ensuring business is completed in a timely fashion.
• Follow-up any outstanding workflows, in-line with Stockbroking Service Offering.
• Acknowledge and process all new business submissions, overseeing the implementation stage of the onboarding process, such as dispatching welcome communication to clients.
• Verify that the implementation process has been completed correctly and meets all compliance and operational standards.
• Customer service
• Manage all client communication requirements as instructed by the Adviser, Supervisor, or Paraplanner, ensuring timely and professional delivery.
• Maintain a detailed and up-to-date record of all clients contact on the client relationship management (CRM) system.
• Facilitate the accurate and timely communication of client detail updates to the appropriate product providers for implementation.
• Manage the resolution of client concerns in a timely and professional manner, often acting as a liaison between clients and service providers. Provide support on all client enquiries within the scope of the firm’s service standards, referring queries to the appropriate team members as needed. Note: this role excludes the giving of financial advice.
• Assist in maintaining client relationships and ensuring strong client retention, aligned with the company’s service model.

Administration:

• Action payment instructions daily.
• Assist with the following transactions as necessary:
• Open and close accounts
• Load payment instructions.
• Email proof of payment to client.
• Assist with client enquiries.

 General administration

• Ensure new client files are accurately prepared in a timely manner, either personally or by delegating to the appropriate support staff.
• Prepare documents and correspondence as needed by the Adviser or support team.
• Carry out other responsibilities or ad hoc tasks as assigned by the Adviser or Direct Supervisor, in line with the needs of the business.
• Assist with filing and archiving as and when needed.

Minimum requirements:

• Grade 12
• Diploma in Business Administration/ equivalent
• Proficient in both spoken and written Afrikaans and English
• Computer literacy (MS Office)

Competencies required:

• Client service skills
• Ability to prioritize, organizational/planning skills and multitasking
• Excellent communication skills
• Attention to detail
• Interpersonal Skills

Deadline:24th December,2025

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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 Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Economics)
• 0-2 Years experience in the financial services industry
• Strong computer literacy (MS Office)

Competencies required:

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

Deadline:5th January,2026

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Job description:

• The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. We require an experienced individual to join our team as a Wealth Adviser Assistant in Securities. In this role where you will provide administrative as well as technical support to existing team members and provide portfolio performance feedback reports.

Responsibilities:

• Administrative support to the trading team 
• Assist with the performance reporting of client portfolios  
• Customer Service 
• Client Relationship Management 
• Handling and solving of client enquiries 
• Handling of new application and quotations 
• Diary management 

Minimum requirements:

• Matric
• At least 2-3 years’ experience in an Investment Management related role – advantage will be given to individuals with experience in Equity Markets 
• Strong administrative skills
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

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

Deadline:30th December,2025

go to method of application »

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 Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
• 0-2 Years experience in the financial services industry
• Strong technical and administrative skills

Competencies required:

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

Deadline:5th January,2026