Job Vacancies at PSG Konsult Ltd

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.
• The successful candidate will do automation testing on the PSG Wealth platform, as well as the client facing portals

Responsibilities:

• Apply a client services view to testing to ensure the application not only works, but works intuitively
• Create test cases and test the functionality
• Run functional tests, customer scenario testing, stress testing, performance testing and scalability testing
• The ultimate goal is to iron out any bugs and improve the quality of the system as a whole
• Attended and contributed towards agile ceremonies (stand-ups, sprint planning, retros, etc)
• Adhered to our definition of done to factor in both functional and non-functional requirements (i.e. monitoring, resilience, negative testing, functional testing, performance testing)
• Have the ability to make process improvement suggestions
• Improved our automated smoke Testing coverage across our client facing websites
• Ensured our systems are always available by automating  of our smoke tests  
• Continuous relevant research of industry changes and trends
• Build capabilities to ensure a robust and scalable business solutions in future
• Design and document solutions that are aligned with client need

Minimum requirements:

• Relevant Bsc or Bcom degree
• Extensive experience in related roles in the financial services industry
• Min 3 – 4 years Test automation experience (Selenium, Robot Framework)
• Agile / Scrum experience
• Very good understanding of the software development process

Competencies required:

• Analytical thinker
• Problem-solving skills
• Attention to detail
• Advanced communications skills
• Knowledge of wealth management and adviser value proposition requirements

Closing date: 28-Feb-2026

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Job description:

• The Commercial Lines Admin Assistant will be responsible for generating commercial business quotations on new clients and existing clients, file preparation and activation with product provider on completion of the other marketer’s advice process.
• Attending to the day-to-day underwriting requests from clients, advisers and providers, requesting renewal terms from Providers and preparing of the renewal and renewal file for the adviser.

Responsibilities:

• Generate quotations on advice provided from advisers
• Provide relevant quotations as per adviser request
• Ensure that contact details are correct (Company name, company registration number, contact person, contact details)
• Load contact on myPractice as a prospect 
• Record quotation on quotation register 
• Prepare comprehensive quotation file (comparison quotes, application forms, debit order form, FAIS documents (record of advice, needs analysis, SLA, etc.)
• Activate accepted quotation with chosen product provider
• Prepare and send welcome pack (Welcome letter, policy schedule, policy wordings (Vaps, Sasria and product provider wordings), accepted quotation, FAIS documents (iComply Pack) to client and cc.  the adviser
• Upload all documents (including quotations not taken up) onto myPractice under notes
• Record new business on new business register
• Provide accepted and completed pack to compliance monitoring division (Amanda)
• After confirmation that the 1st Debit order was successful, the file must be handed over to commercial underwriting team
• Attend to the day-to-day underwriting requests from clients, advisers and providers. Prepare and send email with the updated policy schedule to the client and cc the adviser.
• Upload all documents onto myPractice.
• Request renewal terms from providers, discuss with advisers and prepare the renewal and renewal pack for the adviser. 
• Attend to all the adjustments after receiving the renewal file back from the adviser.  Prepare and send renewal email to client (Renewal letter, updated renewal schedule, policy wordings (VAPS, SASRIA and product provider wordings), renewal schedule with changes as discussed with the client, signed FAIS documents (iComply Pack) to client and cc.  the adviser.
• Upload all documents onto myPractice.
• Ensure that all processes are in place, if not, request adviser assistance

Minimum requirements:

• Grade 12
• NQF Level 4 Short Term Insurance qualification
• Successfully completed the RE 5 Examination (Representatives)
• DOFA confirmation from FSCA
• Brokerage experience (Advantageous)
• A minimum of 3 years working experience within the short-term Insurance industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Teamwork
• Good administration, organisation, and planning skills
• Handle admin pressure
• Client service orientation
• Attention to detail
• Negotiation Skills

Closing date: 24-Feb-2026

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Job description:

• To provide an effective office assistant function to the office through reliable support, office administration, reception and switchboard duties and client administration.

Responsibilities:

• Office administration:
• Purchase/ order general supplies
• Organize couriers
• Attend to client follow up calls when required in relation to seminar and function attendance.
• Manage Adviser diaries

Reception duties:

• Answering/redirecting all incoming calls, taking messages.
• Boardroom meeting reservations
• Meet and greet all clients and visitors to the office
• Arrange appointments with clients or prospects on behalf of Adviser

Client administration:

• Ensure adequate knowledge of product provider websites and contact numbers
• Uploading and updating client information
• Produce any documents or correspondence as required
• Prepare prospective client files as needed
• Prepare and file new customer files as needed
• Generate investment statements/tax certificates as required
• Ensure all documents are loaded on the electronic system (MyPractice)
• Submit and follow through of new applications or changes

Minimum requirements:

• Grade 12
• 1 - 2 years administration experience within the financial services industry (Advantageous)
• Computer literacy and knowledge of MS Office – Excel and Word
• Fluent in written and spoken English and one other official South African language

Competencies required:

• Time management
• Teamwork
• Organising and planning
• Presentable
• Client service orientation
• Attention to detail

Closing date: 20-Feb-2026

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Job description:

• To provide an effective office assistant function to the Adviser through reliable support and office administration.

Responsibilities:

• Answering/redirecting all incoming calls and taking messages
• Arrange appointments with client or prospects on behalf of the Adviser
• Prepare prospective client files as needed
• General office management assistance
• Receive, direct and relay messages via phone/email
• Handle expenses
• Greet and welcome guests as soon as they arrive at the office
• General administration
• Receiving, distributing, and processing all incoming and outgoing mail

Minimum requirements:

• Grade 12
• Computer literate (MS Office – Excel, Word and Outlook)
• 0-2 years’ relevant experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Multitasking and time-management skills, with the ability to prioritize tasks
• Good telephone etiquette

Competencies:

• Professional attitude and appearance
• Ability to be resourceful and proactive when issues arise
• Good verbal and written communication skills
• Ability to work under pressure
• Excellent organisational skills
• Must be punctual

Closing date: 27-Feb-2026

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Job Description

• The PSG Asset Management Compliance officer reports directly to the PSG Asset Management Head of Legal and Compliance.
• The role is responsible for the compliance activities across the division and to engage management to ensure that internal processes are aligned with regulatory requirements, advising on regulatory changes, and provide reliable, value-added, and independent feedback and advice to management on regulatory matters.
• The position also plays a key role to ensure the understanding and adherence to relevant regulations, laws, and industry guidelines is enhanced.

Responsibilities

The key responsibilities include:

• Compiling of compliance and statistical reports to the business, clients and regulators
• Ensure compliance implementation and maintenance of the compliance risk management and monitoring plan, including AML compliance monitoring
• Monitoring of the primary legislation impacting the business
• Analyse, interpret and implement new legislation
• Review of all marketing material in accordance with Board Notice 92
• Address compliance queries from the business
• Managing compliance projects from start to finish
• Ensure the application of the TCF outcomes
• Maintain FAIS compliance procedures and manuals
• Maintaining the key individual / representative register
• Monitoring and reporting on all FAIS matters to the business and the regulator

Minimum requirements:

• BCom degree in any of the following: Finance, Business Finance, Investments, Financial planning Law, Financial Sciences, Investment Management, Law
• LLB degree
• More than 5 years experience working in the financial services industry
• Passed RE1 exam
• Registered as a Compliance Officer with FSCA

Competencies:

• Experience using Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Regulatory policy knowledge in FAIS and CISCA and Asset management
• Experience in AML monitoring (FICA)
• Communication / presentation skills (verbal and written)
• Interpersonal, negotiating and influencing skills
• Solutions / results driven
• Analytical accuracy and attention to detail
• Self-starter and able to work independently under pressure and meet tight deadlines'

Closing date: 28-Feb-2026

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Job description

• The Healthcare Adviser will manage the healthcare portfolio for this office.  The role ensures smooth operations, accurate data management, and effective communication with clients regarding healthcare benefits.

Responsibilities:

Administrative Support:

• Manage day-to-day administrative tasks
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.

Client Relationship Management:

• Act as the first point of contact with clients,  addressing queries related to healthcare benefits.
• Ensure timely responses to client inquiries, escalating complex issues.

Policy and Claims Management:

• Track and follow up on claims, amendments, and changes to healthcare plans.
• Monitor new applications, additions, or changes in healthcare coverage and ensure timely processing.

Reporting and Data Management:

• Maintain a secure and organised database of client information, adhering to confidentiality and data protection protocols.

Collaboration and Coordination:

• Liaise with insurers, healthcare providers, and other third-party service providers to resolve issues and maintain effective working relationships.
• Identifying and providing leads to colleagues in other PSG Wealth service lines
• Keeping up to date with provider amendments
• Processing new business:
• Assist with onboarding new clients onto healthcare plans.
• Advise clients on medical aids, medical insurance and gap cover – both personal families and groups
• Assist clients with the application process & queries
• Year-end & ad hoc client presentations

Minimum requirements:

• Completed NQF5 in Wealth Management Certificate
• Regulatory Exam for Representatives passed (RE5)
• 15 years relevant work experience within the financial services industry as Healthcare Adviser
• Proficient in both spoken and written English and at least one other of the official South African languages
• Own vehicle & drivers licence essential

Competencies:

• Planning and Organising skills
• Analytical skills
• Customer services skills
• Problem-solving skills
• Deadline driven

Closing date: 16-Feb-2026

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Job description:

• The role is required to provide a value-added HR service to both management and employees of the PSG Wealth Business Unit. The successful incumbent must be able to translate business needs into HR deliverables.

Responsibilities:

• Provide  ongoing HR support and business partnering to help the business achieve its objectives by leveraging the HR agenda. focusing on achieving business objectives by leveraging the HR agenda
• Align Group HR requirements with the needs of the business unit
• Implement HR projects designed for the business unit
• Provide recruitment and selection support on all levels
• Support performance management processes across all levels in the business unit .support on all levels
• Provide employee relations support for the business unit
• Provide HR consultation on all HR business partnering components on the HR value proposition, including retention management
• Provide feedback and updates regarding HR initiatives to management as required at branch level
• Compile reports on HR metrics and matters as input into Senior HR Business Partner reporting requirements
• Assist with the implementation of Career progression plans
• Assist with divisional succession plans      
• Support  Staff Personal Development (PDP)
• Ensure effective and timely resolution of IR matters.
• Implement talent retention initiative

Minimum requirements:

• Completed Degree in HR Management / Industrial Psychology
• Relevant knowledge, skills, and experience in HR business partnering within the financial services industry
• Sound knowledge of BCEA, EE, LRA, OHSA
• Computer literacy (MS Office – Advanced Excel skills)

Competencies required:

• Analytical skills
• Problem solving
• Resilience
• Relationship building
• Teamwork
• Ability to influence and negotiate
• Project Management Skills
• Conflict Management Skills
• Attention to detail

Closing date: 28-Feb-2026

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Job description:

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

Responsibilities:

• Aggressive 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:

• Matric and 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 personal and commercial lines
• DOFA confirmation from FSCA
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer Literacy (MS Office)
• Good negotiating skills
• Strong sales and marketing experience
• Own transport and valid driver’s license

Competencies required:

• Highly client-focused with good interpersonal skills
• Good verbal and written communication skills
• Resilient with a good level of stress tolerance
• Problem solving and analysis
• Planning and organising

Closing date: 27-Feb-2026

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Job description:

• The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients, with a large commercial focus. The role is responsible for servicing an existing portfolio of clients, as well as following up on leads and bringing in new business.

Responsibilities:

• Selling of short-term products specialising in commercial (marine, engineering, corporate) and personal lines
• Quotations for clients
• Underwriting background
• Follow up on leads
• Building a client base
• Advising clients on their short-term insurance needs
• Handling of incoming and outgoing calls from clients
• 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 4 Certificate in Short-term Insurance – Full qualification (150 credits) as set by regulation
• RE 5 Certificate successfully completed
• A minimum of 5 years´ short-term insurance experience in commercial lines, brokerage experience is advantageous
• DOFA confirmation from FSCA
• Own vehicle and valid driver's license

Competencies:

• Strong computer literacy
• 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

Closing date: 27-Feb-2026

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Job description:

• The Manager of Integrated Platform Services is responsible for defining, prioritising, and delivering digital platform capabilities that enable seamless integration across the Wealth and Insure advice and other distribution systems.
• This includes connecting advice, finance, commission, codes, product, compliance, and client engagement functions into one coherent digital platform experience.
• The Manager: Integrated Platform Services acts as the bridge between business stakeholders, clients, and the delivery teams (developers, designers, analysts, etc.).
• The role owns the platform that supports advisers and clients with efficient, compliant, and insight-driven tools that enhance advice quality, improve client experience, and drive business growth – linked to clearly traceable success metrics.

 Key Responsibilities:

Digital Platform Ownership, Vision and Strategy

• Own the Integrated Distribution Digital Platform (incl. myPractice and myPSG).
• Define, maintain and communicate the Capability vision and roadmap for the Integrated Distribution Digital Platform.
• Align platform development with the firm’s advice strategy, business growth priorities, and client experience goals.
• Translate strategic objectives into clear, actionable platform outcomes and measurable success criteria.
• Translate market and technology trends into business enablers.
• Ensuring that processes are in compliance with Financial Services Legislation

Platform Roadmap and Delivery Management

• Own and manage the platform roadmap and delivery outcomes, defining Epics that reflect adviser, client and business needs.
• Prioritise features in line with the Target Operating Model and advice processes to maximise business value, adviser usability, improved client experience and adherence to compliance.
• Oversee Agile delivery teams to plan sprints, validate solutions, and ensure timely, quality delivery.
• Manage trade-offs across adviser needs, regulation, user experience and delivery priorities.

Adviser and client experience - stakeholder engagement

• Engage with advisers, adviser support staff, and partners to identify pain points and drive adviser and client digital journeys.
• Improve user confidence in platform and ease of use, manage expectations and communicate platform goals, priorities, and progress transparently.
• Collaborate with key stakeholders across Advice, Distribution Heads, Finance, Compliance, Operations, and IT.
• Engage with Group IT on group functionality and support i.e. WhatsApp, Cloud, Cyber Security, Apps and AI.

Platform Adoption and Performance Optimisation

• Define and track key metrics such as adviser and client adoption, process efficiency, data quality, and client satisfaction.
• Manage change through pilots and formal forums.
• Own adoption of new features and capabilities.
• Continuously gather user feedback and performance insights to inform platform enhancements.
• Drive innovation through automation, data integration, and digital engagement capabilities.
• Ensure ongoing service capabilities are prioritised and sustained.

Governance Alignment

• Align platform direction with Distribution and Group governance.
• Ensure platform design and workflows align with regulatory standards (FAIS, POPIA, Treating Customers Fairly, etc.).
• Work with Compliance and Risk teams to embed governance, audit trails, and data integrity into platform functionality.
• Anticipate and mitigate risks associated with integrations, data flows, and operational dependencies.

Minimum requirements:

• Bachelor’s degree in Business, Finance, Engineering, Computer Science, or similar relevant degree
• 8–10 years of experience (preferably as a solutions architect), with at least 4 years in a senior product, platform or digital leadership role(s) within a payments, financial advice, wealth management, insurance or banking environment.
• Proven track record in owning complex platforms, driving adoption, and delivering change in a regulated environment.)

Key Skills and Competencies:

• Strong understanding of the financial advice lifecycle — from client onboarding and advice creation to product implementation and review.
• Ability to translate adviser and client needs into functional digital platforms that improve adviser and client experience and reduce friction, errors, and rework.
• Data-driven and outcome-oriented, including adoption, with strong analytical, judgement and problem-solving ability.
• Familiarity with advice technology and digital ecosystems (CRM, planning tools, integration platforms).
• Experience with Agile frameworks.
• Excellent communication and stakeholder engagement skills at Distribution Exco and Adviser level.
• Understands how to drive change in a complex adviser driven and regulated environment.
• Pragmatic, delivery-oriented, and biased toward visible improvements within 12–18 months

Closing date: 24-Feb-2026

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Job description:

• PSG Wealth The Willows, Pretoria has an exciting opportunity for a Practice Manager who will take charge of all the internal operations in the team.
• This will include our internal processes and systems, support structures to advisors and the management of administrative staff and para-planners.
• This person will be pivotal in maintaining a culture of excellence in the office.

Responsibilities:

• Creating and maintaining internal systems and processes in the practise that will ensure advisors are supported optimally
• Personnel management and ensuring we create and manage a culture of excellence
• Head of all administrative processes – coordinating processes and systems
• Deal with general client amendments and queries, phone calls etc.
• Key contact between PSG Wealth and service providers
• 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 (similar role) within the financial services industry, preferably a brokerage (Distribution)
• Proficient in both spoken and written English and at least one other of the official South African languages

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
• Computer literacy (MS Office & MS Excel)

Closing date: 22-Feb-2026

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Job description:

• The scrum master will lead a team that ensures self-organisation and the ability to make changes quickly.
• The role will ensure that agile principles and concepts are adhered to ensure effective preparation of the product backlog, sprint backlog and burn down charts.
• Prioritization of requirements, the scrum master will be the facilitator for a team that needs to grow within the scrum/agile methodology.  

Responsibilities:

• Guiding the team and organisation on how to use Agile/Scrum practices and values to delight clients 
• Guiding the team on how to get the most of out of self-organisation to fill in the intentional gaps left in the Agile/Scrum frameworks 
• Assessing the Scrum Maturity of the team and organisation and coaching the team to higher levels of maturity 
• Removing impediments or guiding the team to remove impediments by finding the right personnel to remove the impediment 
• Building a trusting and safe environment where problems can be raised without fear of blame, retribution, or being judged, with an emphasis of problem solving 
• Facilitating getting the work done without coercion, assigning, or dictating the work 
• Facilitating discussion, decision making, and conflict resolution
• Assisting with internal and external communication, improving transparency, and radiating information 
• Supporting and educating the Product Owner, especially with respect to grooming and maintaining the product backlog 
• Providing all support to the team using a servant leadership style whenever possible and leading by example

Minimum requirements:

• Relevant degree in IT 
• First level Scrum Master certification (CSM, PSM II) 
• Experience playing the Scrum Master role for at least two years for a software development team that was diligently applying Scrum principles, practices, and theory knowledge of other Agile approaches: XP, Kanban, Crystal, FDD, etc. 
• Knowledge and/or experience with widely successful Agile techniques: User Stories, ATDD, TDD, Continuous Integration, Continuous Testing, Pairing, Automated Testing, Agile Games 
• Applicable knowledge of the technologies used by the team  
• Experience applying a wide variety of well documented patterns and techniques for filling in the intentional gaps left in the Scrum approach (example: numerous burndown techniques, handling bugs etc.)  

Competencies required:

• Communication and interpersonal skills with ability to engage with stakeholders at all levels as well as 3rd party developers 
• Teamwork and team engagement 
• Assertiveness in ensuring the Agile / Scrum concepts and principles are adhered to 
• Energetic and enthusiastic Problem-solving  
• Analytical thinking 

Closing date: 28-Feb-2026

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Job description:

• You will work in the IT solutions team within an Asset Management company. You will drive technology solutions that enable business goals and drive efficiencies.
• Your relevant industry experience together with a strong skillset in systems and data will give you the toolset to add value in an environment that is striving to provide first class solutions to a growing business.

Responsibilities:

• Design end to end solutions for business including processes, systems and data
• Have a strategic view on projects and systems and see the big picture
• Develop business requirement specifications
• Develop functional and technical specifications
• Analyse and test systems as part of investigations and system changes
• Work with vendors to plan, design and implement enhancements
• Work with in-house and 3rd party technical resources to develop and enhance business applications
• Continuously identify and implement incremental improvements to current processes, independent of larger project deliverables
• Effective stakeholder management
• Drive process improvement within the team
• Mentor junior team members

Minimum requirements:

• Relevant degree
• 5 or more years’ experience as a business analyst
• Proven track record of project delivery
• Solid understanding of relational databases and ability to analyse data

Advantageous requirements:

• Experience in Unit Trust Financial Services environment

Competencies required:

• Problem solving skills
• Dealing with complexity
• Documentation skills
• Planning/organising and coordinating skills
• Interpersonal skills (Interaction with different business divisions and level of management)
• Communication skills (verbal and written)
• Solutions driven
• Strong analytical skills
• Strong numeracy skills
• Industry specific knowledge

Closing date: 24-Feb-2026

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Job description:

• Develop and improve the quality of our users experience with our digital platforms, through user research.
• Design software and platforms that meet our user’s needs. Be responsible for combining interfaces and workflows to enhance user experience.  
• Ultimately responsible to making our digital offering more user-friendly and intuitive in order to attract and retain customers.

Responsibilities:

• Building the UX Design capability from the ground up
• Conducting user research and testing
• Developing wireframes and task flows based on user needs
• Collaborating with Designers and Developers to create intuitive, user-friendly software
• Understand product specifications and user psychology
• Conduct concept and usability testing and gather feedback
• Create personas through user research and data
• Define the right interaction model and evaluate its success
• Develop wireframes and prototypes around customer needs
• Find creative ways to solve UX problems (e.g. usability, findability)
• Work with UI designers to implement attractive designs
• Communicate design ideas and prototypes to developers
• Keep abreast of competitor products and industry trends

Minimum requirements:

• B. Com Informatics/B. Engineering/ B.Sc.
• Minimum 4 proven experience as a UX Designer, UI Designer or similar role
• A strong portfolio of successful UX and other technical projects is essential
• Background in project management and research
• Familiarity with interaction design and information architecture
• Proficient in design software (e.g. UX Pin, Balsamiq)
• Knowledge of HTML/CSS; JavaScript is a plus

Competencies

• Problem-solving aptitude
• Analytical mind with a business acumen
• Excellent communication skills

Closing date: 28-Feb-2026