Job Opportunities at PSG Konsult Ltd

Job description:

• The Short-term Broker 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 administrative duties
• Assist Broker with tasks
• 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
• NQF4 in Short-Term Insurance (150 Credits)
• 10+ years relevant work experience within the short-term insurance industry (Distribution)
• Proficient in both spoken and written in English and one other official South African language
• Computer literacy (MS Office)

Competencies required:

• Efficient and accurate
• Teamwork
• Great multi-tasker
• Organising and planning
• Perform well under pressure
• Client service orientation
• Attention to detail

Closing date:  24-Feb-2026

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Job description:

• The Healthcare Administrator is primarily responsible for the day-to-day administration of healthcare clients.
• This encompasses managing member queries, providing member plan information, processing new business applications (including tracking and activation).
• The role ensures smooth operations, accurate data management, and effective communication with employer groups and their employees regarding healthcare benefits.

Responsibilities:

Administrative Support

• Assist with all day-to-day administration for allocated clients/employer groups, ensuring completion within stated Service Level Agreements (SLAs).
• Ensure timely responses to client enquiries, escalating complex issues as required.
• Assist with onboarding new employees onto healthcare plans, including providing plan information, processing applications, and facilitating member registration.
• Track and follow up on all queries, claims, amendments, and changes to group healthcare plans.
• Monitor new applications, additions, or changes in healthcare coverage and ensure timely processing.
• Attend client meetings as and when required.
• Facilitate the distribution of membership packs to clients as required.

Client Relationship Management

• Act as the primary point of contact for employer groups and employees, addressing queries related to healthcare benefits.
• Liaise effectively with insurers, healthcare providers, and other third-party service providers to resolve issues and maintain strong working relationships.

Compliance

• Maintain and update accurate client records, ensuring full compliance with regulatory requirements.
• Ensure that consultants remain "fit and proper" and that all Continuing Professional Development (CPD) is completed in a timely manner.
• Ensure that approved "Record of Advice" (ROA) documents are used when consulting and are sent to clients in accordance with compliance rules.
• Demonstrate a sound understanding of the Medical Schemes Act and related legislation.
• Attend internal training sessions to ensure product knowledge remains relevant and up to date.
• Ensure that the administration system is always utilised, for all queries and calls, and that client interactions are accurately saved and maintained.
• Ensure complimentary products, such as gap cover, are offered to clients and their importance is clearly explained.

Reporting and Data Management

• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Maintain a secure and organised database of client information, strictly adhering to confidentiality and data protection protocols.

Minimum Requirements:

• Grade 12 certificate
• NQF 5 Wealth Management / RE 5 Certificate (Advantageous)
• 1-2 years of relevant healthcare work experience within the financial services industry.
• Proficient in English and one other official South African language
• Computer literacy (MS Office)

Competencies required:

• Empathetic and passionate about the employee benefits industry
• Strong administration skills
• Strong organisational and multitasking abilities.
• Excellent communication and interpersonal skills.  
• Attention to detail and the ability to handle sensitive information with discretion.
• Knowledge of healthcare benefits and medical schemes.

Closing date:  05-Mar-2026

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Job description:

• The Adviser is responsible for maintaining a portfolio of clients in short-term commercial insurance products and services to the right clients.

Responsibilities:

• Selling of short-term products specialising in commercial lines
• Drafting Wills
• Monthly group schemes billings and queries
• Handling of claims
• Quotations for clients
• Follow up on leads
• Building a client base
• Advising clients on their short-term insurance needs
• Handling of incoming and outgoing calls
• Renewal of policies
• Building and maintaining good working relationships with clients, product providers, colleagues etc.
• On-site meeting with clients
• Dealing with service providers
• Implement company strategy

Minimum Requirements:

• Grade 12
• NQF 5 Wealth Management
• NQF 6 Financial Markets and Instruments
• RE5 Certificate
• Relevant Class of Business Certificates
• Minimum of 5 years´ short-term insurance experience in commercial lines
• DOFA confirmation from FSCA

Skillset Required:

• Good verbal and written communication skills
• Good negotiating skills
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Problem solving and analysis
• Planning and organising
• Strong sales and marketing experience
• Own transport

Closing date:  23-Feb-2026

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Job description:

• We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser in Stellenbosch. 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)
• Progress with CFP and/or Postgraduate Diploma in Financial Planning (Advantageous)
• 2 - 3 years relevant work experience within the financial industry
• Valid driver’s license
• Computer literacy (MS Office)

Skill-Set Required:

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

Closing date:  04-Mar-2026

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Job description:

• PSG has an exciting opportunity for a Senior Wealth Administrator at PSG Wealth Bloemfontein office who will be responsible for the administration of wealth client’s portfolio’s, office processes and to assist the wealth manager.

Role Responsibilities:

• Pro-active administration of client accounts and fast efficient processing of new investments and business.
• Direct relationship with clients in managing their investment affairs optimally and reporting and servicing.
• Management and support of Junior staff members.
• Ensure the applicable advisor/s maintain high compliance levels and report where standards are not met.
• Ensure clients reviews are conducted according to SLA’s and duly documented as such. Pro-active approach to getting review statistics correct and setting up meetings with clients.
• E-reviews of selected clients
• Updating of client data on MyPractice, including accuracy of life products prior to reviews
• Generate an accurate PFR from MyPractice for all clients.
• Efficient clients take on process for new potential investors.
• Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
• Assist with efficient co-ordination and planning of client functions.

Minimum requirements:

• Matric certificate
• Relevant Financial Services Diploma and/or Degree (Advantageous)
• RE 5 Certificate / NQF 5 Certificate in Wealth Management (Advantageous)
• 5+ years relevant work experience within the Financial Services industry
• Computer literacy (MS Office)

Competencies required:

• Self-driven and vision for efficiencies
• Confidence in work abilities
• Pro-active and results driven, willing to work overtime where required when urgent transactions pending.
• Good communication skills (written & verbal)
• Natural administration and system skills
• Interpersonal skills
• Good administration skills
• Planning and organising skills
• Good time management skills
• Resilient with a good level of stress tolerance
• Team Player
• Client service driven

Closing date:  05-Mar-2026

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Job description:

• An outstanding opportunity for a dynamic and eager candidate to grow as a Wealth Adviser at our Kloof office.  In this role you will be servicing an existing portfolio of clients as well as growing the practice through new business and client relationships.

Responsibilities:

• Maintaining and growing AUM (Assets Under Management)
• Compile and process of new policy applications, administration and compliance
• Financial advice and planning
• Client relationship management
• Client portfolio management
• Business maintenance and development

Minimum requirements:

• BCom in Business Management or similar BCom
• RE 5 Certificate (Advantageous)
• 2+ years’ experience in a financial planning / advisory role
• Excellent computer skills including MS Office and specifically MS Excel mastery.
• Valid driver’s license and own vehicle.

Competencies required:

• Existing client portfolio will be advantageous but not required
• Competently navigate financial markets
• Excellent interpersonal and sales skills
• Customer Service orientation
• Presentation skills
• Analytical skills

Closing date:  27-Feb-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’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
• Data capturing
• Handle new application and quotations
• Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance.
• Handle and solve client enquiries (all existing business enquiries)
• Maintain CRM system
• Ensure clients’ myPractice and OneDrive profiles are updated and accurate.
• Prepare and distribute monthly/quarterly statements
• 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 and provide reports where necessary. Compliance records and FICA updates to be at standard.
• Load new/existing business policies
• 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 BCom Degree (Preferably majoring in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Economics)
• 0-2 Years experience in the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Strong computer literacy (MS Office)

Competencies required:

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

Closing date:  03-Mar-2026