Job Vacancies at PSG Konsult Ltd

Job description:

• The Administrative Assistant is primarily responsible for performing after sales service 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:

• Interact, manage and provide effective client service
• Implement new business
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Coordinate prospect projects
• Research product information
• Maintain the CRM system

Minimum requirements:

• Grade 12/ Matric
• Computer literate (MS Outlook, Excel, and Word)
• 1-2 years relevant work experience in an administrative role
• Proficient in both spoken and written English and at least one other of the official South African languages
• Good administration, organisation, and planning skills
• Able to handle admin pressure

Closing date:    19-Mar-2026

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Job description:

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

Responsibilities:

Office administration:

• 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
• Preparing tea and coffee for clients
• Arrange appointments with clients or prospects on behalf of Adviser

Client administration:

• Ensure adequate knowledge of product provider websites and contact numbers
• Produce any documents or correspondence as required by the Adviser, Para-Planner or Practice Manager
• 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
• Submit and follow through of new applications or changes

Minimum requirements:

• Grade 12 Certificate
• Relevant Degree / Diploma (Advantageous)
• 3-5 years’ experience in financial services, such as a risk administration, life policies and financial planning   
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• Client services and telephone etiquette
• Team-player
• Time management skills
• Customer service attitude

Closing date:    12-Mar-2026

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Job description:

• To provide administrative assistance to the Advisers. 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 position will focus on personal and commercial lines business.

Responsibilities:

• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance
• Preparing quotations for new and existing clients
• 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
• Handling claims

Minimum requirements:

• Matric
• NQF 4 Certificate in Short-Term Insurance
• 5 years short-term insurance experience
• Regulatory Exam completed, RE5 (Advantageous)
• Proficient in both spoken and written English and one other official South African language
• Computer literacy (MS Office)
• Prior experience with the Tial System

Competencies required:

• Good verbal and written communication skills
• Strong administration skills
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills

Closing date:   21-Mar-2026

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Job description:

• The primary objective of this role is to assume leadership in the Business Analyst Practice. The Business Analysts Practice is a recent addition, and the successful candidate is expected to collaborate closely with a team of Business Analysts to strengthen and refine this function

Responsibilities:

• Defining the methodologies, techniques, and tools that Business Analysts (BAs) should use to gather, document, and analyse business requirements.
• Establish a set of standards and best practices for performing business analysis.
• Facilitating workshops, collecting, and documenting business requirements
• Analyse data, processes, and systems to identify areas for improvement or optimization.
• Encouraging collaboration and effective communication among BAs, other departments, stakeholders, and project teams. This can include regular meetings, knowledge sharing.
• Providing templates and guidelines for documenting requirements, process flows, use cases, and other relevant business analysis artifacts.
• Ensuring that business analysis activities align with project management processes and timelines, helping to define and prioritize requirements for projects.

Management and Oversight

Specifications and Documentation:

• Ensure business and technical specifications and user stories provided to technical teams are complete, accurate, and unambiguous.
• Manage and oversee requirements gathering, analysis, documentation, and implementation activities.

Service Desk and BA Team Operations:

• Oversee daily operations of the service desk, including resource management, prioritization, and adherence to service level agreements (SLAs).
• Work closely with PSG Group ITSM manager IT Operations team
• Manage and guide the BA team, ensuring efficient delivery of projects and tasks.

Business Analysis and Delivery

Planning and Requirements:

• If necessary, take ownership of deployment processes, ensuring successful transition of development items into production environments.

Role Fulfilment:

• Perform the responsibilities of a Business Analyst in both existing and upcoming projects.
• Facilitate workshops for requirements gathering and analysis to ensure alignment with business objectives
• Develop user stories and related documentation to eliminate potential for miscommunication, misinterpretation, or misunderstanding, reducing rework and time wastage.

Change Management

Coordination and Representation:

• Act as Change Manager, coordinating changes within the ST Admin environment.
• Organize and lead CAB (Change Advisory Board) meetings within ST Admin and represent ST Admin in Group CAB meetings.

Minimum requirements:

• BCom / BSc degree
• Minimum of 5 years' Business Analysis experience in the financial services industry (preferable Short-term insurance)
• Minimum of 2 years Team Leadership experience
• 5+ years’ experience of Microsoft technologies (Windows, SharePoint, MS-365, MS-Teams, Power Apps, etc.). 
• Integration knowledge (API design, integration between on-premise and cloud and multiple service provider platforms)
• Knowledge of Infrastructure concepts such as virtualisation, VPN, Cloud etc   

Competencies required:

• Analytical thinker
• Planning and organizing skills 
• Problem solving and analysis 
• Interpersonal skills 

Closing date:   31-Mar-2026

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Job description:

• You will work in the IT solutions team within an Asset Management company. You will be responsible for analysing, designing and building BI solutions that enable operations and business strategic goals. Your ability to solve complex problems and understand the business in detail will help you thrive in an environment that puts a high value on data.

Responsibilities:

• Elicit and analyse business requirements
• Design, build and maintain BI solutions through the full stack
• Prepare and combine data from multiple sources to create a single source of truth
• Relational and dimensional data modelling
• Analyse and interpret data, build reports to provide business insights and improve business process
• Mentor junior team members

Minimum Requirements:

• Relevant degree
• 5 or more years’ experience as a BI Analyst Developer
• Experience in either Power BI or Qlik
• Advanced SQL skills
• Strong numeracy
• Proven track record of project delivery

Advantageous requirements:

• MS SQL Server, SSIS, Power BI
• Snowflake, Talend, Qlik

Competencies:

• Problem solving skills
• Dealing with complexity
• 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:   14-Mar-2026

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Job Description:

• The purpose of this underwriting position is to underwrite new policies and renewals, negotiations, quotes and ad hoc underwriting tasks.

Responsibilities:

• Preparation and release of renewal documentation.
• Telephone contact with brokers when they phone in with queries or amendments/additional covers.
• Capture underwriting data and send schedules to brokers.
• Underwrite policies related to amendments, queries, new business.
• Manage Tial system errors.
• Knowledge of insurance industry and policy wording
• Process and follow up on Return Debits, assisting with Debtor’s control.
• Do refunds and capture on system.
• Promote positive team dynamic.
• Adherence to FAIS regulations.

Minimum requirements:

• Matric
• Full NQF4 qualification in Short-Term Insurance (Commercial Lines)
• RE5 successfully completed 
• Minimum of two (2) years’ working experience within an insurance company
• Minimum of two (2) years’ underwriting experience in commercial lines

Competencies required:

• Proactive problem-solving skills
• Analytical skills
• Detail orientated
• Policy, product and systems knowledge
• Time management
• Communication skills (verbal and written)
• Sales skills

Closing date:   13-Mar-2026

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Job description:

• The Graduate Recruiter is responsible for attracting graduates and matching them to temporary or permanent positions, whilst building effective relationships with key business stakeholders to gain a better understanding of their recruitment needs and requirements.

Responsibilities:

• Design attraction strategies to source high calibre young talent.
• Establish and maintain relationships with the key players at universities.
• Manage and run the full cycle of the recruitment process.
• Continuous focus on identifying opportunities for improvement in Recruitment processes.
• Coordinate and facilitate University Career Fairs
• Shortlist CVs for hiring managers.
• Coordinate interviews with the hiring manager.
• Reference checking prior to an interview and attending the interview with the manager.
• Maintain and manage the recruitment database/folder.
• Ensure communication with candidates are prompt and professional at all stages (from the moment they apply until they are on board or turned down)
• Familiarize and have a good understanding of the business and industry requirements for various roles.
• Prepare weekly recruitment reports and feedback to the business.

Minimum Requirements:

• Related Degree
• Highly proficient in MS Office 365 (incl. MS Excel, MS PowerPoint, MS Outlook, and MS Word)
• Minimum three (2) years’ recruitment experience in a fast-paced environment
• Recruitment experience in the financial services industry advantageous

Competencies required:

• Excellent verbal and written communication skills
• Collaborative/team player
• Resilient and tolerance for stressful situations
• Attention to detail and ability to take initiative.
• Appetite to learn.
• Dynamic, initiative-taking, takes responsibility and ownership of tasks.
• Prominent level of integrity and confidentiality
• Planning and prioritising skills

Closing date:   31-Mar-2026

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Job description:

• To lead and manage the Client Care Centre within Short Term Administration, ensuring exceptional client service delivery, strong client retention, and sustainable business growth.
• The role is responsible for overseeing client relationships, managing operational processes, ensuring compliance with FAIS and Treating Customers Fairly (TCF) principles, and driving performance within the Client Care team while maintaining high service standards across all stakeholder interactions.

Responsibilities:

• Drive the retention of existing business in line with budget targets, with a focus on managing cancellations and retention strategies across offices
• Manage organic growth through renewals and endorsements to support business profitability
• Support and drive new business opportunities aligned with business growth targets
• Monitor and manage client count across offices, including weekly reporting and identifying trends impacting client retention
• Implement processes and strategies to address client cancellations and improve retention outcomes
• Ensure broker, adviser and insurer complaints are resolved within agreed Service Level Agreements (SLAs)
• Build and maintain strong relationships with key stakeholders including insurer partners such as PSA, BMW and other strategic partners
• Ensure implementation and adherence to Treating Customers Fairly (TCF) principles in all client interactions
• Manage and oversee all Advice processes and MyPractice compliance requirements within the Client Care Centre
• Ensure compliance with FAIS regulations and successful completion of annual Key Individual (KI) and compliance reviews
• Monitor compliance feedback and implement corrective actions where required
• Ensure teams are trained and fully knowledgeable on insurance products, systems and operational processes
• Lead and manage the Client Care Centre team, including Relationship Managers and support staff
• Drive team performance through coaching, mentoring and performance management
• Implement succession planning and talent management strategies for the team
• Drive the adoption of sales incentives and performance reporting to support growth targets
• Ensure accurate reporting on key performance indicators including retention, client growth and service delivery

Minimum requirements:

• Relevant tertiary qualification in Business, Finance, Insurance or related field
• RE5 qualification (essential)
• RE1 qualification or Key Individual status would be advantageous
• Minimum 8–10 years’ experience within the short-term insurance industry
• Minimum 5 years’ leadership or management experience within a client service or operational environment
• Strong knowledge of FAIS legislation, compliance requirements and TCF principles
• Proven experience managing client service teams or call centre/client care environments
• Strong understanding of insurance products, policies and industry systems
• Experience managing insurer relationships and key stakeholders

Competencies required:

• Excellent communication skills (verbal and written in English and Afrikaans)
• Strong leadership and people management capability
• Strategic thinking and decision-making ability
• Strong interpersonal and relationship management skills
• High stress tolerance and ability to perform under pressure
• Strong analytical and reporting capability
• Problem-solving and decision-making skills
• High level of accountability and professionalism

Closing date:   24-Mar-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 will receive world class training and development, guided by seasoned and established 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:

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

Responsibilities:

• Liaising with clients
• Preparing quotations for new and existing clients
• 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:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
• RE5 will be advantageous
• Proficient in both spoken and written English and at least one other of the official South African languages
• 0-2 Years experience in the financial services industry
• Strong technical and administrative skills
• Computer literacy (MS Office)
• FAIS Compliant and completed supervision

Competencies required:

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

Closing date:   20-Mar-2026

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Job description:

• The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager.
• Interaction with clients (management of relationships and providing client services).
• As it relates to all business entities - Individuals, Trusts and Companies:
• Accurate implementation and maintenance of new and existing business.
• Processing of applications as they relate to the broader financial planning and wealth management.
• Investment administration matters including but not limited to:
• Unit Trusts
• Share Portfolios
• Offshore Investments
• Cash Management (Investec CCM)
• Projects as per instructions from the Practice Manager. 
• Processing client queries and instructions.
• Administering all investment products.
• Prepare investment quotes.
• Prepare client files for reporting requirements.
• Processing of all investment mandates as it relates to assets under management.
• Rebalancing and maintaining of existing portfolios upon instruction from Wealth Manager.
• Unit Trust/Stock Transfers.
• Preparation of investment review appointments.
• Maintain CRM systems, templates and other marketing initiatives for the practice as required.
• Preparing and distributing tax statements as well as monthly/quarterly statements.
• Manage administrative documentation (detailed records).
• Build and maintain good working relationships.
• Recording details of transactions.
• Maintaining Service Level Agreement deadlines.
• Managing investment income and or fee renewals.
• Ensure FAIS and FICA Compliance, etc.
• Loading and processing of new/existing business instructions.
• Follow up on applications and instructions.
• Administration of welcome packs to new clients.
• Managing client retention.
• Gather investment / policy information.
• Compile a summary of information.
• Research product information when required.
• Handling of new application and quotations.
• Handling and solving of client enquiries.
• Arranging appointments between Wealth Manager and clients.
• Manage incoming calls and make sure all calls are attended to in an efficient and timeous manner.
• Assist clients with completing forms, check forms for correctness, etc.

Minimum Requirements:

• Matric
• NQF5/6 in Wealth Management (Advantageous)
• 2+ years administration experience within the financial services industry (investments + stockbroking)
• Computer literate (MS Office)
• Different investment platform systems experience (Advantageous)

Competencies required:

• Telephone etiquette
• Time management
• High communication skills (verbal & written)
• Organising and planning
• Presentable (client orientation)
• Attention to detail
• Open to engaging with clients
• Problem solving skills
• Energetic
• Working as part of a larger team to accomplish common business goals
• Excel spreadsheets
• Be able to work under pressure in financial services business and produce accurate and timely results

Closing date:   17-Mar-2026