PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
Job description:
- PSG is recruiting for an exciting and challenging career opportunity for an Accountant to perform the full accounting function up to trail balance and who can work in a high pressure, deadline driven environment.
Responsibilities:
- Journals, Importing / Exporting and processing up to trial balance level
- Income and payments on bank statement to balance to cashbook and Adviser commission statement
- Reconciliation of supplier accounts and cost center allocations between divisions
- Reconciliation of interdivisional and intercompany loan accounts
- Assist Financial Controller with ad hoc requests
- Assist with Advisor queries until resolution and manage Advisor expectations where necessary
- Assist Regional Managers with financial information
- Ensure correct account, cost center and company allocations
- Monthly balance sheet reconciliations
Minimum requirements:
- Completed Bachelor of Commerce in Accounting, CIMA or finance related degree
- 2-3 years’ relevant work experience within the financial services industry
- Computer literacy (Advanced MS Excel and Accpac skills)
Competencies required:
- Numerical and analytical skills
- Good verbal and written communication skills
- Time management skills
- Deadline driven
Closing date: 25-Sept-2026
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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
- Process client queries and instructions
- Administer all products
- Research product information
- Gather Policy information
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries)
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- 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
- Ensure FAIS Compliance
- Load new/existing business applications
Minimum Requirements:
- Matric completed
- NQF 5 in Wealth Management or National Diploma (Advantageous)
- 5+ years of experience in the financial services industry
- Relevant experience within a financial planning, stockbroking and/or investment environment
- Computer literate (MS Outlook, Excel, Word, CRMs)
- Proficient in both spoken and written English and an official South African language.
Competencies:
- Team player
- Attention to detail
- Professional email and phone etiquette
- Ability to work independently
- Initiative
- Adaptable and fast learner
- Strong verbal and written communication skills
- Good administration, organisation, and planning skills
- Able to handle admin pressure
- Keen for long-term growth within the business
Closing date: 28-Sept-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:
- Interact, manage and provide effective client service
- Process client queries and instructions
- Administer all products
- Research product information
- Gather Policy information
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries)
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- 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
- Ensure FAIS Compliance
- Load new/existing business applications
Minimum requirements:
- Grade 12
- 2 - 5years’ experience in the short term insurance services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office) – Highly competent in Excel
- Strong technical, organisation, planning and administrative skills
- Compliance knowledge
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 25-Sept-2026
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Job description:
- Reporting to the Operations Manager, you will be supporting the Operations department.
Responsibilities:
Cash Management & Reconciliations
- Cash reconciliation functions: Perform daily cash and bank reconciliations, ensuring all balances and transactions are accurately matched and reconciled
- Investigate, resolve, and escalate reconciliation breaks, cash discrepancies, and outstanding items within agreed timelines
- Produce reconciliation reporting, monitor aged items, and support audit, regulatory, and governance requirements
- Identify process improvements and automation opportunities to enhance reconciliation efficiency, controls, and risk management
Middle Office & Operations
- Trade settlement management on UT Funds
- Minimisation of miss deals. Monitor trade execution, perform accuracy & completeness checks, investigate exceptions, and ensure timely resolution of breaks.
- Capturing/Reviewing data into/on the system - Instrument setups
- Accurate and in time processing - trade uploads, various trade types
- Fund Manager Reporting – Ad hoc requests, Proxy Voting etc
- Improving and reviewing existing processes. Identify efficiency opportunities, support system enhancements, document procedures, and contribute to automation initiatives that strengthen controls
- Other operational tasks (Account opening, Due Diligence + Projects)
- Attending to internal and external queries timeously
- Demonstrate and understanding and awareness of TCF principles
- Maintain internal/external relationships. Liaise with fund managers, custodians, administrators, pricing teams, and other internal stakeholders to resolve queries and ensure operational efficiency
Minimum requirements:
- Relevant qualification (relevant financial qualification)- BCom Finance, Economics, BAdmin degree
- 3-5+ years’ relevant experience within financial services
- Experience working with banks, custodians, administrators, or investment management systems
Competencies required:
- Proficient in Microsoft Excel and reconciliation systems
- Strong reconciliation, analytical, and problem-solving skills
- High attention to detail with the ability to identify and investigate discrepancies
- Good understanding of cash management processes and financial controls
- Strong organisational skills with the ability to manage multiple priorities and meet deadlines
- Proactive and action orientation
- Specialist knowledge - Trade cycles, fund manager reporting, fund reconciliation
- Effective communication and stakeholder management skills
- Ability to work independently while contributing to a team environment
- Quality and detail orientated
- Interpersonal skills (Interaction with different business divisions and level of management)
- Solutions driven and a continuous improvement mindset with a focus on process efficiency and automation
- Industry specific knowledge -Instrument trade types, broker relationships, market requirements
Closing date: 30-Sept-2026
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Job description:
- As an Application Development Manager, you will bridge people leadership, technical delivery and business outcomes across multiple agile squads operating within PSG Wealth’s Agile Delivery Model (ADM).
- You will manage cloud-native development programmes on the Azure platform, lead a cross-functional team of Developers, Business Analysts, QA engineers and Scrum Masters, and contribute directly to the delivery of key digital initiatives reshaping the adviser and client experience at PSG Wealth
Key Responsibilities:
People & Delivery
- Facilitate workshops to gather and analyse requirements for transactional systems, workflow, and OMNI channel enhancements and new implementations
- Line manage squads of developers, BAs, QA engineers and Scrum Masters — conducting 1:1s, personal development plans, performance reviews and hiring decisions.
- Lead sprint and release planning.
- Own capacity planning, resource allocation and backlog prioritisation in collaboration with business product owners.
- Facilitate weekly engagement between business stakeholders and delivery teams to align on priorities, trade-offs and delivery commitments.
- Remove blockers, manage escalations and report delivery metrics and quality outcomes to IT leadership.
- Manage relationships with 3rd-party vendors in terms of commercial and service delivery.
- Ensure applications remain adaptive to emerging client and business needs throughout their lifecycle.
- Extend or design new operational processes to support evolving delivery and business requirements.
Technical Governance
- Act as technical owner for a defined set of applications within the PSG Wealth portfolio.
- Own and enforce technical standards, code review practices and the Definition of Done across your squads.
- Maintain working knowledge of the PSG technology stack, including C# .NET, Azure Functions and Azure Service Bus, to effectively evaluate and govern technical decisions.
- Govern the Azure platform environment for your delivery portfolio: cost management, security policies and compliance.
- Drive the cloud migration roadmap for team workloads toward Azure cloud-native architecture.
- Participate in the PSG architecture forum and sign off on architecture and design decisions for your application set.
- Ensure CI/CD pipelines meet quality, security and release standards across all delivery teams.
- Oversee the testing strategy across manual QA and test automation teams.
- Evaluate and approve technology changes within the PSG Wealth IT stack.
- Manage all audit, risk and compliance requirements to ensure adherence to POPIA, FAIS and PSG group standards.
- Ensure security forms an integral part of all technology capabilities delivered by your teams.
Strategic Contribution
- Contribute to PSG Wealth IT and business strategy development.
- Drive continuous improvement to team practices and operational delivery environments.
- Embed AI-assisted development tooling (including GitHub Copilot and Azure AI services).
- Support delivery of the PSG Wealth digital transformation agenda across platform, digital channels and integration programmes.
Minimum requirements:
- B.Com Informatics / B.Engineering / B.Sc. Computer Science or equivalent.
- 5+ years’ software development experience with at least 2 years in a technical leadership or management role.
- Hands-on experience with agile delivery tooling for source control, sprint tracking and automated build and release pipelines.
- Strong understanding of CI/CD, cloud-native architecture and modern software delivery practices.
- Excellent stakeholder communication skills at both technical and business executive levels
Advantageous:
- Experience in financial services or a regulated environment (POPIA, FAIS, FSP-regulated).
- Azure DevOps experience: boards, repositories and pipelines.
Closing date: 02-Oct-2026
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Job description:
- The Broker Consultant is responsible for developing, managing, and growing relationships with allocated brokers to achieve profitable premium growth, increased market penetration, and strong retention outcomes.
- The role requires proactive business development, broker engagement, portfolio management, product training, and effective execution of the company's distribution strategy while adhering to internal governance, compliance standards, and service level commitments.
Responsibilities:
- Build and maintain strong relationships with allocated brokers, acting as their primary point of contact.
- Conduct regular broker visits and engagement activities in line with agreed contact strategies.
- Identify broker needs and opportunities to strengthen partnerships and improve service delivery.
- Drive profitable premium growth by securing new business and expanding existing broker portfolios.
- Develop and implement broker-specific growth plans aligned to business objectives.
- Promote the company's products, solutions, and value proposition to increase product penetration.
- Monitor portfolio performance, including production, retention, growth, and profitability, and implement corrective actions where necessary.
- Support renewal retention initiatives and ensure business aligns with underwriting appetite and target markets.
- Provide broker training on products, systems, policy wordings, underwriting appetite, and competitive advantages.
- Offer technical product support and keep brokers informed of product, process, and market developments.
- Ensure compliance with FAIS, TCF, POPIA, governance requirements, and maintain accurate records and reporting.
- Collaborate with underwriting, claims, operations, and distribution teams, sharing market intelligence and supporting strategic business initiatives.
Minimum requirements:
- Grade 12 (Matric) / NQF4 in Short-term Insurance or equivalent
- Valid South African driver's licence.
- Own reliable and roadworthy vehicle.
- Minimum 3 to 5 years' experience as a Broker Consultant within the short-term insurance industry.
- Minimum 3 to 5 years' experience in short-term insurance underwriting, specifically in commercial lines and agricultural insurance, within an insurer, UMA, or intermediary environment.
Advantageous:
Competencies:
- Strong knowledge of short-term insurance products, underwriting principles, and broker distribution channels.
- Proven business development and sales capability.
- Ability to analyse portfolios and identify growth opportunities.
- Sound understanding of FAIS, TCF, and POPIA requirements.
- Strong relationship-building and stakeholder management skills.
- Excellent communication, presentation, and negotiation skills.
- Strong commercial acumen with analytical problem-solving ability.
- Effective planning, time management, and ability to perform in a target-driven environment
Closing date: 30-Sept-2026
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Job description:
- The Claims Administrator is responsible for managing the end-to-end administration of insurance claims, delivering exceptional client service, assisting walk-in clients, and providing operational support to the HUB and advisers where required.
- The successful candidate will proactively manage claims from registration through to finalisation while ensuring accurate record keeping, effective communication, and compliance with company and insurer requirements. The position will focus primarily on personal lines claims, with exposure to commercial claims being advantageous.
Responsibilities:
Claims Administration
- Dealing directly with insurers, assessors, repairers and service providers.
- Managing claims from registration through to finalisation.
- Register and process new claims accurately and timeously.
- Manage claims from initial notification through to finalisation.
- Obtain and verify all required claim documentation from clients, insurers, service providers and other relevant parties.
- Liaise with insurers, assessors, panel beaters, contractors, brokers and service providers throughout the claims process.
- Maintain regular communication with clients regarding claim progress and next steps.
- Monitor outstanding claims and actively follow up on delays to ensure efficient claim resolution.
- Review claim outcomes and communicate approvals, settlements, excesses, outstanding requirements and claim repudiations to clients.
- Escalate complex, disputed or delayed claims to the adviser when required.
- Maintain accurate records of all claim-related correspondence and documentation.
- Ensure all claim files and supporting documents are uploaded and maintained in accordance with company procedures.
- Prepare claims progress reports and identify matters requiring adviser intervention.
- Attend to client complaints relating to claims and assist in resolving concerns professionally.
Client Service and Walk-In Clients
- Professionally receive and assist walk-in clients.
- Assist clients with claim forms, supporting documentation and general insurance enquiries.
- Provide a positive and professional client experience at all times.
- Assist with incoming telephone enquiries and redirect calls where appropriate.
- Ensure clients are updated timeously regarding policy and claims matters.
- Support advisers during client interactions when required.
Policy Administration Support
- Assist with policy amendments, endorsements and insurer correspondence where required.
- Obtain supporting documentation required by insurers.
- Assist with policy administration and related insurance transactions during peak periods.
- Support advisers with general insurance administration where operationally required.
Operational HUB Support
- Assist with general office administration and document management.
- Maintain accurate electronic client files and SharePoint records.
- Provide support to the HUB team during staff absences, high-volume periods and operational requirements.
- Assist with scheduling appointments and client follow-ups where required.
- Participate in team meetings and contribute to continuous process improvement.
- Perform additional insurance administration duties reasonably required within the role.
Minimum Requirements:
Qualifications
- Completed Matric Certificate
- RE 5 Certificate (Advantageous)
- NQF Level 4 Short-Term Insurance Certificate (150 Credits) (Advantageous)
Experience
- Minimum 5 years' experience in short-term insurance, specifically dealing with claims on personal lines insurance
- Experience working on the Tial system.
- Proficient in Microsoft Outlook, Word, Excel, Teams and SharePoint.
- Proficient in both spoken and written English and at least one other official South African language.
Competencies Required:
- Commercial insurance claims experience will be advantageous.
- Strong client service orientation.
- Excellent communication and interpersonal skills.
- Exceptional attention to detail.
- Strong administration and organisational skills.
- Ability to prioritise tasks and manage multiple deadlines.
- Strong follow-up and diary management skills.
- Ability to work independently with limited supervision.
- Ability to manage difficult client situations professionally and calmly.
- Effective problem-solving ability.
- High levels of accountability and ownership.
- Strong record-keeping and documentation skills.
- Ability to work effectively within a team environment.
- Resilience and the ability to perform in a high-volume client service environment.
- Willingness to learn and integrate into an established HUB environment.
Closing date: 29-Sept-2026
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Job description:
- The Claims Consultant will be responsible for registering personal and commercial lines claims as requested from client or adviser on the systems or at the relevant product provider following the claims processes.
Responsibilities:
- Receive claim from the client or adviser and make sure that cover is in place and premiums paid up to date.
- Register personal and commercial lines claims on relevant system or at the product provider.
- Request outstanding information / documents from the client.
- Appoint assessor where applicable.
- Follow the claims process and procedures.
- Follow claims up and provide assistance to the provider and client where needed.
- Provide regular feedback to the client and adviser on the progress of the claim.
- Report complicated claims, rejections to management before speaking to the client.
- Finalise claim and upload all documents to myPractice under the clients profile on notes.
- Ensure that all processes are in place, if not, request adviser / team leaders assistance.
Minimum Requirements:
- Grade 12
- Fully computer literate (MS Word, Excel, and Outlook)
- NQF Level 4 – Full qualification (short-term insurance)
- Successfully completed the RE 5 Examination (Representatives)
- A minimum of 3 years working experience within the short-term Insurance industry
- DOFA confirmation from FCSA
- Proficient in both written English and at least one other of the official South African languages
Competencies:
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organising skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills
- Resilient with a good level of stress tolerance
- Highly client-focused with good interpersonal skills
Closing date: 23-Sept-2026
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Job description:
- To provide underwriting assistance to the Adviser and manage the claims process from start to finish.
Responsibilities:
- Liaising with and providing feedback to clients
- Handling client queries
- Claims Management – the daily claims process from capturing received claims to processing and closing claims
- Building and maintaining good working relationships with clients and internal stakeholders
- Bridging the gap between the office and insurance companies
- Recording details and information on the relevant systems
- Reporting
- Manage client retention and organic growth
- General office assistance and administration
Minimum Requirements:
- Completed Matric/Grade 12
- 1-3 years commercial claims management experience
Advantageous Requirements:
- NQF Level 4/5 – Full qualification (short-term insurance)
- Experience dealing with HCV, GIT and Pollution Liability claims with large truck fleets
- Completed RE5
Competencies:
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organising skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills
- Resilient with a good level of stress tolerance
- Highly client-focused with good interpersonal skills
Closing date: 23-Sept-2026
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Description:
- To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.
Responsibilities:
- Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
- Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and/or client service consultant
- Confirm all processed instructions to clients and financial advisers
- Adhere to all operational processes and minimise operational errors
- To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures
- Deal with queries from junior administrators, client service consultants and other internal stakeholders
- Assist with special projects and assignments as agreed on an ad hoc basis
- Apply TCF principles in daily tasks
Minimum Requirements:
- A relevant financial or business degree (NQF Level 7)
- Strong technical and business experience in the administration of a LISP platform
- 1-2 years in the financial services industry
- Excellent verbal and communication skills
Competencies:
- Numeric ability
- Client focussed
- Accuracy skills essential
- Strong verbal and written communication skills
- Ability to work under pressure
- Ability to deal with complexity
- Systematic and organised
- Attention to detail
- Ability to recognise, communicate and assist in solving problems
- Ability to prioritise and function positively under pressure
- Ability to function as part of a team
- Computer literacy, especially Excel
Closing date: 25-Sept-2026
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Description:
- Deliver an exceptional level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.
Responsibilities:
- To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
- Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
- Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
- Resolving internal and external queries from financial advisers and clients
- Proactively retain and attract business by providing excellent service to advisers and clients
- Support a positive and responsive climate for client enquiry resolution
- Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
- Ensure accurate record keeping through service-related administrative tasks
- Assist with database updates and information maintenance
- Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
- Minimise operational errors and losses
- Apply TCF principles in daily tasks
Minimum requirements:
- Financial/Business degree (NQF Level 7)
- Relevant experience within the Financial Services industry (Investments/Wealth)
- Minimum of 2 years’ experience as a consultant in a Life/LISP Call Centre/Client Services environment
- Professional and friendly telephone manner
- Knowledge and interest in finance and investment management
Skills/ Competencies:
- Business writing and speaking skills in English
- Strong verbal and written communication skills
- Numeric ability
- Client focused, friendly and empathetic manner
- Accuracy and attention to detail
- Analytical thinking
- Administration skills
- Adaptability
Closing date: 25-Sept-2026
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Job Description:
- We require a Compliance officer within the PSG Wealth division. This individual will be responsible for facilitating all compliance aspects within the Cat I (JSE member) and Cat II (Investment Management) compliance functions.
- FSCA APPROVED CATEGORY I AND II COMPLIANCE OFFICER
Responsibilities:
- Assessing new and existing legislation including the related compliance and operational impact on the business and business processes
- Assisting with projects to implement changes to systems or processes based on new legislative requirements
- Perform market conduct and prudential monitoring to assess operational adherence to regulatory frameworks, internal processes, and JSE rules and directives.
- Providing advice to the business to ensure that all aspects of compliance are adhered to within day-to-day operational processes and business initiatives
- Assessing management needs and delivering solutions in line with the compliance framework
- Compiling and submitting compliance reports
- Managing and responding to daily and ad-hoc compliance or regulatory requests
- Developing and presenting compliance training on an on-going basis
- Keeping abreast of new legislation and other industry requirements by continuously monitoring the FSCA, NCR and JSE website for key regulatory developments
- Relationship management by liaising with FSCA, JSE, NCR, Ombuds, and 3rd Parties
- Drafting and reviewing of policies
- Maintain an internal representative register for all additions and removals of representatives/officers and further communicate all removals and/or additions to the FSCA and JSE for the central representatives register to be maintained accordingly
- Submit all applications and profile changes in terms of the FAIS Act to the FSCA, NCR and the JSE
- Ensure that all Key Individuals and Representatives fully comply with the Determination of Fit and Proper Requirements in terms of the FAIS Act and maintain a competence register in this regard
- Draft formal and comprehensive Ombud responses and address all issues raised by the client including any legal issues
- Ensure that the business adheres to the Treating Customers Fairly Principles
- Maintain a compliance culture that contributes to the overall objectives of prudent risk management and to report on non-compliance to Exco and audit & risk committee
Minimum requirements:
- Minimum 4 years’ experience in the Financial Services industry with the following qualifications:
- Completed BCom, LLB or equivalent law degree
- Approved FSCA Compliance Officer in Categories I and II (RE 1 and 3)
- Admission as an Attorney of the High Court will be an advantage
- JSE Equity Compliance Officer and JSE Bond Compliance Officer
- Industry exams: JSE Compliance Officer Exam
- JSE Derivatives Compliance Officer
- RPE: Introduction to Financial Markets
- RPE: Regulation of Ethics of the SA Financial Markets
- RPE: Derivative Markets
- RPE: Bond Market
- Sound knowledge of all financial services related legislation including but not limited to the FAIS/CoFI Bill (including the General and Discretionary FAIS conduct codes), JSE Rules and Directives, FICA, TCF, POPIA and FATCA/CRS.
Competencies required:
- Excellent verbal and written communication skills
- Strong report writing skills
- Ability to build strong relationships with a number of stakeholders
- Ability to operate independently as well as operate within a team
Closing date: 15-Oct-2026
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Job description:
- The Direct Marketing Campaign Manager will be responsible for the strategy, management and execution of all marketing activities and campaigns relating to the online platform with a strong focus on digital targeting and marketing
Responsibilities:
- Plan, develop, manage, and optimize marketing campaigns (once-off and always-on), for the PSG Online platform
- Plan, develop and manage the content strategy including format, channel and frequency for the PSG Online platform
- Drive audience segmentation within the platform from existing client base and execute continuous up-and-cross sell campaigns
- Ensure all deliverables are up to standard and aligned with PSG online brand
- Monitor the progress of ongoing content and marketing campaigns and report on the effectiveness of the marketing initiatives. This includes running A/B tests and continuously optimizing email and social media campaigns for acquisition and conversions
- Engage with the sales and development team to implement and utilize strategy and functionality
- Track and monitor campaign performance, prepare reports, provide actionable insights, and suggest improvements based on findings
Minimum requirements:
- Bcom Degree (Marketing / digital related qualification)
- A minimum of 3 years’ experience within a similar role
- Strong experience in running data-driven campaigns across for different channels
- Experience in Fintech platform marketing
Competencies:
- An understanding and passion for the financial markets/funds/securities
- Be sufficient in independent research.
- Advanced competency to the MS Office suite required
- Team player
- Strong project management skills
- Ability to generate impactful campaigns
- Ability to measure and report on success of campaigns
- Understanding of the online / fintech space
Closing date: 25-Sept-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 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:
- PSG has an exciting opportunity for a finance graduate to join our 18-month graduate programme while being permanently employed in an Administration Consultant role within Group Risk and Retirement. The successful candidate will support employee benefits administration, member queries, client service and claims-related processes.
Responsibilities:
- Assist with day-to-day administration for allocated employer groups
- Assist with member queries relating to group risk and retirement benefits
- Support withdrawal, disability and group risk claim processes
- Engage with employers, HR/payroll teams, insurers and administrators
- Keep CRM/client records accurate and up to date
- Track and follow up on outstanding queries, claims and amendments
- Attend training and client/admin meetings when required
Minimum requirements:
- Completed Matric certificate
- Completed Bachelor’s degree (Preferably majoring in Finance, Economics, Business Management, Management, Investment Planning/ Risk Management) or BCom (Economics)
- RE 5 Certificate / NQF 5 Wealth Management certificate (Advantageous or to be completed as part of development)
- 0 - 2 Years experience in risk and retirement industry in the financial services industry
- Interest in employee benefits, group risk and retirement administration
- Strong proficiency in English (verbal & written)
- Computer literacy/MS Office
Competencies required:
- Strong communication skills
- Organisational and multitasking ability
- Confidentiality and discretion
- Willingness to learn
Closing date: 02-Oct-2026
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