Job Vacancies at PSG Konsult Ltd

Responsibilities:

• General administrative duties
• Handle and manage all administrative duties around short-term insurance policies and clients (Including updates, changes, etc.) on commercial and personal lines
• Prepare client files
• Process client queries and instructions
• Available to assist clients 24/7
• Able to navigate and assist clients on CRM systems

Minimum requirements:

• Grade 12 qualification
• NQF 4 Short-term insurance Certificate (150 credits) - Preferred
• RE 5 Certificate   
• 5+ years administrative experience within the short-term insurance industry
• Tial System experience

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Responsibilities:

• Minimisation of miss deals
• Cash and Trade settlement Management on Funds -Beginning
• Capturing data into the system - Instrument setups
• Accurate and in time process - trade uploads, demat trades
• Fund Manager Reporting - Daily Sheets , Trade Sheets
• Improving and reviewing existing processes
• Other operational tasks (Account opening, Due Diligence +
• Attending to internal and external queries timeously
• Demonstrate and understanding and awareness of TCF
• Maintain internal/external relationships - assisting other

Minimum requirements:

• Relevant qualification (relevant financial qualification)- BCom Finance, Economics, BAdmin degree
• 3-5+ years’ relevant experience within financial services

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Responsibilities:

• Source, analyse, implement, and support the product and client data in our central CRM system
• Perform regular testing on the data sets loaded and put processes in place to monitor data anomalies
• Update and maintain process documentation timeously
• Process Development
• Enable helpdesk to assist data related queries
• Collaborate and work with the IT and MIS teams
• Work closely with product providers and software designers to understand how to apply data that are sourced and fill any gaps in the data sets that are retrieved

Minimum requirements:

• Degree in IT
• Relevant data analysis 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
• Computer literacy (Advanced MS Excel)

Recommended requirements:

• Agile / SCRUM experience
• An understanding of the software development process

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Responsibilities:

Infrastructure Strategy & Planning

• Develop and maintain PSG’s infrastructure roadmap aligned with business goals.
• Lead infrastructure projects including upgrades, migrations, and capacity planning.
• Evaluate and recommend new technologies and solutions to improve efficiency and resilience.

Hybrid Environment Management

• Oversee the management of Windows and Linux servers, Microsoft Azure, and on-premises data centres.
• Ensure seamless integration between cloud and on-prem environments.
• Manage virtualization platforms, storage systems, and backup solutions.

Network & Connectivity Oversight

• Manage core network infrastructure including HP/Aruba switches, firewalls, and WAN/LAN connectivity.
• Ensure network performance, security, and redundancy across PSG locations.
• Collaborate with the Firewall Engineer and Security teams on perimeter and internal network controls.

Landscape Documentation

• Maintain comprehensive infrastructure landscape documentation, including topology diagrams, system dependencies, and configuration records.
• Ensure documentation is up-to-date and accessible for audits, troubleshooting, and planning.
• Align documentation with CMDB standards and change management processes.

Desktop Computers

• Oversee procurement of desktop computers, monitors and peripherals.
• Manage the lifecycle of desktop hardware including deployment, maintenance, upgrades, and decommissioning.
• Maintain an accurate inventory of desktop assets, including tracking usage and replenishment.
• Coordinate with vendors and suppliers for warranty claims, replacements, and service agreements.
• Implement standards and policies for desktop configurations and user access.
• Monitor performance and usage trends to inform future procurement and support strategies.

Security & Compliance

• Ensure infrastructure compliance with PSG’s security policies and regulatory requirements (POPIA, GDPR, FSCA, Joint Security Standard).
• Support patching, firmware updates, and vulnerability remediation.
• Collaborate with the Information Security Manager on risk mitigation and audit readiness.

Monitoring, Maintenance & Lifecycle Management

• Oversee infrastructure monitoring, alerting, and performance tuning.
• Plan and execute hardware replacements, firmware updates, and preventative maintenance.
• Maintain accurate asset records in the Configuration Management Database (CMDB).

Incident & Change Management

• Manage infrastructure-related incidents and service requests via JIRA Service Management.
• Participate in change advisory board (CAB) meetings and ensure proper documentation and testing of changes.
• Lead root cause analysis and post-incident reviews.

IT Continuity Responsibilities

• Develop and maintain PSG’s IT Continuity Plan, ensuring alignment with business continuity and disaster recovery strategies.
• Identify critical infrastructure components and ensure redundancy and failover capabilities.
• Conduct regular continuity testing, including backup restoration, failover simulations, and recovery drills.
• Collaborate with business units to define RTOs and RPOs for key systems.
• Ensure continuity documentation is integrated with landscape and operational documentation.

Cloud Integration and DevOps

• Design and manage CI/CD pipelines for infrastructure deployments.
• Utilize JIRA DevOps tools to track deployments, automation tasks, and issue resolution.
• Collaborate with development teams to integrate infrastructure with application delivery workflows.
• Implement cloud-native monitoring and alerting solutions.

Infrastructure as Code (IaC)

• Use Terraform, ARM templates, and Bicep for infrastructure provisioning and automation.
• Automate deployment and configuration across hybrid environments.
• Integrate IaC into CI/CD pipelines for consistent and repeatable infrastructure delivery.
• Maintain version control and documentation of infrastructure definitions.

Internet Connectivity

• Oversee PSG’s internet services, ensuring high availability and performance.
• Coordinate with service providers for connectivity issues and upgrades.
• Monitor bandwidth usage and implement optimization strategies.

Audio Visual

• Manage AV systems for hybrid meetings and collaboration spaces.
• Ensure proper functioning and support for video conferencing equipment.
• Coordinate AV setups for internal and external events.

Telephony

• Administer VoIP systems and mobile communication platforms.
• Integrate telephony services with Microsoft Teams and other collaboration tools.
• Monitor and maintain telephony infrastructure for reliability and cost-efficiency.

Financial Management

• Compile and manage departmental budgets for IT infrastructure.
• Approve vendor and service provider invoices related to infrastructure operations.
• Track and report on infrastructure spend, ensuring alignment with financial forecasts.

Team Leadership & Vendor Management

• Lead and mentor infrastructure engineers and support staff.
• Manage vendor relationships, contracts, and SLAs for infrastructure services and hardware.
• Coordinate with service providers for installations, maintenance, and escalations.

Operational Reporting

• Produce regular reports on infrastructure health, capacity, performance, and risk posture.
• Present insights and recommendations to IT leadership and governance committees.

Minimum requirements:

• Bachelor’s degree in Computer Science, Information Technology, or related field.
• 8+ years of IT infrastructure experience, with 5+ years in a leadership role.
• Certifications: Microsoft Certified: Azure Solutions Architect or Administrator, Aruba Certified Switching Professional, Red Hat or Linux equivalent.
• Strong knowledge of HP servers, SAN storage, Windows/Linux OS, and SQL Server.
• Experience with hybrid cloud environments and Azure services.
• Experience in designing and executing IT continuity and disaster recovery plans, including conducting DR drills and ensuring alignment with business continuity frameworks.
• Familiarity with scripting (PowerShell, Bash) and automation tools.

Experience in the following technologies and concepts:

• Microsoft 365 and SharePoint Online
• HP Synergy / Server Blade Infrastructure
• Storage Technologies – Preferable HPE and Fibre Channel
• Hyper-V and Hyper-V Clusters
• Failover Clusters for MS SQL Server
• IP Telephony
• Proficiency with various operating systems, windows, linux etc
• LAN/WAN/VPN Technology
• In-depth understanding of TCP/IP and internetworking with heterogeneous technologies
• Familiarity with DevOps practices and tools (e.g., CI/CD pipelines, Docker, Kubernetes).
• Understanding of scripting and programming languages, including but not limited to PowerShell, Python, Perl, Bash, Java, PHP, etc.
• Technical documentation

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Key Responsibilities:

• Ensuring timeous and accurate end-to-end processing of company payroll of 600+ employees on Sage People/ESS
• Maintenance of payroll and leave administration systems.
• Administering and maintaining leave, including maternity leave and UIF forms
• Accurate processing of new and temporary employees, transfers, promotions, terminations, and other payroll-related processing
• Accurate processing of monthly earnings/deductions, advances, back pay, overtime, medical aid, bonuses, incentives, commission, recurring commission, reimbursements, garnishees, loans, cell phone allowance, vehicle allowance, fuel, company vehicle usage, fines, standby allowances, interest on loans, retirement annuity, and unpaid leave.
• Input and maintain data on the payroll system e.g. cost centres, EE, ETI
• Manage and conduct month-end and year-end statutory requirements.
• Monthly mandatory payroll reconciliation, journals, and preparation for payment of PAYE, UIF, and SDL (birthday EMP201 loading on SARS website) and 3rd party payments
• Reconciliation of payroll-related General Ledger accounts and the initial set up of all general ledger account codes.
• Earning and deduction setup on Sage
• Software upgrade
• Annual rate changes to Sage setup for medical, gap and medical insurance
• Annual rate changes for risk benefits
• Accurate and timeous delivery of ad hoc, mandatory, monthly, and annual HR Reports
• Maintaining and updating employee records on the payroll system and internal HR system
• Advance report writing on Sage
• Administration and maintenance of employee benefits in accordance with Employee Benefit Committee decisions, Fund rules, and Company Remuneration Policy.
• Liaising with staff and management on payroll and employee benefit-related queries.
• Advise staff on company policy and procedures where appropriate.
• Escalate client/work issues to Supervisor/Manager
• Assists with projects as required.

Minimum Requirements:

• Matric Qualification
• Diploma or Tertiary qualification will be advantageous.
• Minimum 5 years´ working experience on a payroll (Sage People – Essential) and HR systems.
• Experience in a financial services environment will be advantageous

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Responsibilities:

• Support the identification and research of potential financial advisers for acquisition.
• Assist in preparing and coordinating documents required for the adviser appointment and approval process.
• Liaise with internal teams and stakeholders to ensure acquisition and onboarding processes are followed and timelines met.
• Provide administrative support on strategic initiatives relating to adviser acquisitions under the guidance of senior team members or regional managers.
• Help compile and maintain materials related to the adviser value proposition.
• Track acquisition progress and assist with related reporting and follow-ups.
• Own and coordinate the end-to-end onboarding process for newly appointed advisers with Regional Managers.
• Collaborate with internal departments (HR, Compliance, IT, etc.) to ensure operational readiness and seamless integration.
• Conduct onboarding sessions to introduce advisers to PSG’s tools, systems, culture, and compliance requirements.
• Monitor onboarding effectiveness and continuously improve the experience based on feedback and performance insights.
• Provide first-line support to advisers in their initial months to ensure business continuity and advisor engagement.
• Track early-stage adviser performance and proactively resolve onboarding-related issues or delays.

Minimum requirements:

• Completed business qualification such as BCom, CA or CFP
• Experience in the analysis of financial information and / or valuation processes within 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 including Advanced Excel)

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Responsibilities:

• General administrative duties
• Provide comprehensive administrative support to a Wealth and Risk Advisor
• Handle and manage all administrative duties around wealth, risk, medical aid and group scheme benefit policies and clients (Including updates, changes, etc.)
• Prepare client files
• Process client queries and instructions
• Able to navigate and assist clients on CRM systems (Such as MyPractice)
• Process and submit new business applications for life insurance, investments, retirement, and savings products
• Liaise with product providers, underwriters, and clients to follow up and track applications
• Prepare client review packs, portfolio/investment summaries, and compliance documents
• Maintain accurate client records, FICA documents, and ensure regulatory compliance
• Manage daily workflows, CRM updates, and client communications
• Compile quotes from major insurers

Minimum requirements:

• Grade 12 qualification
• RE 5 or Wealth related qualification (Advantageous)   
• 3 – 5 years wealth administrative experience within the financial services industry
• Computer literacy (MS Office)

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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) compulsory
• At least 7 year’s relevant work experience within the financial/Insurance industry in similar role
• Proficient in both spoken and written English and Proficient in both spoken and written English, and at least one other of the official South African languages