Job Vacancies at PSG Konsult Ltd

Job description:

• The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients.

Responsibilities:

• Selling of short-term products specialising in commercial and personal lines
• 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:

• NQF Level 4/5  – Full qualification (short-term insurance) as set by regulation
• Regulatory examination 1 (Representatives) RE5 successfully completed
• A minimum of 3 years´ short-term insurance experience in commercial lines
• DOFA confirmation from FSCA

Competencies:

• 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-Jan-2026

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Job description:

• PSG has an exciting opportunity for an Office Manager at our Bedfordview office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker.

Responsibilities:

• Strategic business and process development, including training of staff
• Personnel management
• Coordinate all office processes, including administration projects and finance oversight
• Team coordination
• Deal with general client amendments and queries
• Answer phone calls and reply to emails
• Dairy management
• Ad-hoc and special projects
• Relationship management with clients and service providers
• Project Management

Minimum requirements:

• Matric
• Relevant Insurance qualification
• Minimum of 10 years relevant working experience within the financial services industry
• Business management / managerial experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office, Financial system experience)

Competencies required:

• Good communication skills (written & verbal)
• Interpersonal skills
• Analytical skills
• Good administration skills
• Planning, operational and organising skills
• Good time management skills
• Resilient with a good level of stress tolerance
• Team player
• Client service driven

Closing date:  26-Jan-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 Paraplanner to provide an efficient administrative support function to Advisers.
• This role bridges the gap between administration and advisory functions — enhancing the quality of advice delivered, improving operational efficiency, and contributing to an exceptional client experience.
• The Paraplanner supports both pre- and post-advice processes and ensures technical accuracy across all advice documentation.

Responsibilities:

• Financial Planning and Technical Support
• Prepare accurate and compliant financial plans based on client objectives, needs, and risk profiles.
• Conduct detailed cashflow analyses, retirement projections, and financial modelling to support adviser recommendations.
• Research and evaluate investment products, portfolios, and strategies, considering tax and legislative implications.
• Ensure all advice documents and supporting materials comply with FAIS, FICA, and internal compliance standards.
• Compile comparative analyses and scenario modelling to support advice formulation.
• Assist with implementation documentation and ensure correct reflection of client instructions post-advice.
• Client Review and Reporting
• Prepare and update client portfolio review reports in line with investment performance and changing client circumstances.
• Draft and format review presentations, Records of Advice, and summary reports for adviser delivery.
• Monitor portfolio performance and identify variances or inconsistencies relative to client objectives.
• Maintain review schedules and ensure timely preparation of all required review documentation.
• Adviser and Front Office Support
• Provide technical support to Wealth Advisers and Adviser Administrators before and after client meetings.
• Maintain accurate CRM data, ensuring all client records, plans, and compliance documents are up to date.
• Support advisers in client strategy sessions by preparing summary packs, illustrations, and scenario outputs.
• Attend client meetings when required to provide technical input and clarification.
• Collaborate with administration and compliance teams to ensure full adherence to regulatory requirements.
• Operational and Compliance Responsibilities
• Ensure all financial planning and client documentation aligns with PSG’s compliance framework.
• Verify that assumptions, calculations, and recommendations are supported by valid data and justifiable reasoning.
• Maintain an audit-ready record of all client planning and reporting documentation.
• Stay informed of regulatory updates, product changes, and industry developments that may affect advice.
• Collaboration and Relationship Management
• Work closely with Wealth Advisers, Adviser Assistants, and Administrators to ensure seamless client service.
• Liaise with product providers and research teams to obtain required data and documentation.
• Contribute to continuous improvement of advice templates, workflows, and review processes.
• Promote a culture of teamwork, accountability, and service excellence within the advisory practice.

Minimum requirements:

• Matric (Grade 12)
• CFP and/or Postgraduate Diploma in Financial Planning/ Degree in Investment Management (Preferred)
• 2-4 years’ experience in a wealth management, advisory or paraplanning environment
• Exposure to Investment analysis, cashflow modelling, and financial planning processes
• Experience in both individual and group-to-individual transitions (Advantageous)

Competencies:

• Strong analytical and numerical reasoning.
• High attention to detail and accuracy.
• Excellent written communication and report-writing ability.
• Sound understanding of investment, retirement, and financial planning principles.
• Ability to interpret and apply legislative and regulatory requirements (FAIS, FICA, FSCA).
• Organised and deadline-driven with the ability to prioritise multiple deliverables.
• Collaborative team player with initiative and problem-solving skills.
• Professional discretion and integrity in handling client data.
• Proficient in Microsoft Office, financial planning software (e.g. myPractice), and provider systems.

Closing date:  23-Jan-2026

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Job description:

• The successful candidate will be responsible for administration & interacting with clients by managing relationships and providing client services. You will ensure new business implementation, reception duties and excellent office administrative skills.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business inquiries).
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between the wealth adviser and clients.
• Prepare investment review appointments
• Create workflows
• Maintain CRM system
• Diary management for new and existing business cases
• 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
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum requirements:

• NQF 5 qualification
• RE 5
• 3 years wealth administration experience in the Financial Services industry
• 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

Closing date:  22-Jan-2026

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Job description:

• To provide underwriting assistance to the Advisers. The position will focus on both commercial and personal lines.

Responsibilities:

• Liaising with clients and advisers
• Preparing quotations
• 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:

• Grade 12
• NQF 4 Short-term Insurance Certificate (150 Credits)
• RE5 Certificate
• A minimum of 5 years short-term insurance experience in commercial lines and personal insurance
• DOFA confirmation from FSCA

Competencies required:

• Good verbal and written communication skills
• Good administration skills
• Planning and organising skills
• Time management skills
• Resilient with a good level of stress tolerance
• Highly client focused with good interpersonal skills

Closing date:  23-Jan-2026