Jobs at PSG Konsult Ltd

Job description:

• The incumbent should be able to perform the full accounting function up to trail balance as well as have worked in a team and a very deadline driven environment. 

Responsibilities:

• Journals, Importing/ Exporting and processing up to trial balance
• Accounts Payable and Receivable
• Electronic Funds Transfers
• Income and payments on bank statement to balance to cashbook
• Correct account, cost centre and company allocations
• Invoices to be checked
• Respond to queries

Minimum Requirements:

• Financial qualification (Degree in Accounting or Internal Auditing)
• A minimum of 2 - 3 years’ working experience preferably within the financial services industry
• Excel proficiency is a must

Skills/Competencies:

• Analytical ability (reasoning & questioning)
• Good Verbal and Written Communication Skills
• Results Orientated
• Strong time management Skills
• Resilient
• Systems Skills and knowledge (Excel essential, Tial advantageous)

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Job description:

• The successful candidate will function as an Application Development Manager of the CRM platform. The development pertains to the functionality of the PSG CRM platform used by PSG Advisers nationally.

Responsibilities:

• Design and develop components of the CRM platform, as well as the client facing portals, Apple/Android apps in conjunction with our external software development partner.
• Work within a C# microservices architecture while transforming the current software stack.
• Research, design, document, and modify software specifications throughout the production life cycle.
• Oversee the development of clean, well-documented, efficient, and standards-compliant code with an eye towards performance optimization.
• Ensure the development of secure code by the development teams and exercise good judgment in handling sensitive data.
• Industrialize solutions with DEVOPS.
• Provide input for Developers, BA’s, and Testers, as well as maintain an excellent working relationship with our external software development partner.
• Utilize modern coding practices, comfortable to propose and implement improvements to current processes.
• Display a customer service approach to the users (Advisers and internal business) of the CRM platform.
• Along with the BAs, assess and validate development requirements received from stakeholders before submitting for development.
• Closely working with business (pre-development) and testing (post-development) to ensure requirements are delivered in an expected format.

 Minimum requirements:

• A relevant tertiary qualification, preferably a degree or honours in computer science
• Extensive experience in related roles in the financial services industry
• Experience in CRM and client portal solutions.
• Agile / Scrum experience
• Expert C# development experience
• Expert understanding of the software development process.
• Good negotiation ability
• Knowledge of wealth management and adviser value proposition requirements
• Ability to effectively translate business requirements in technology terminology.
• Ability to explain technical issues back to business for decision making.

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Job description:

• The successful candidate will be function as the link between business objectives and technology development capabilities.
• The candidate will primarily be involved in the analysis of functionality for the PSG CRM platform used by PSG Advisers nationally.

Responsibilities:

• Development, maintenance of the policy administration system from a product perspective.
• Built user stories, update and test insurance products
• Support the product development cycle, including renewal programs, documentation
• Analyse, identify and suggest improvements on all business systems to enhance processes
• Timeous and effective delivery of all required deadlines in line with processes
• Identify system gaps, risks and errors and increasing system optimisation and efficiency
• Develop user stories on system requirements and identify areas for enhancement
• Effective presentation of proposals
• Resolving development queries
• Communicate effectively on all system changes to business
• Engage with Engineering office to improve adviser experience on the system
• Provide support to Training department in training material development on product, system and processes

Minimum Requirements:

• Matric
• Business Analyst qualification (Negotiable)
• RE 5 (Negotiable)
• NQF 4 in short-term insurance
• 2 years’ commercial product experience
• 7 years’ experience in Short-term insurance
• 4 years’ experience in personal lines product
• SQL experience (Negotiable)
• Good understanding of insurance policy administration systems

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Responsibilities:

• Develop business requirement specifications through well facilitated discussions and interviews with relevant stakeholders
• Document existing business processes and develop and document new business processes
• Develop functional and technical specification documentation
• Primary interface between business representatives and technical resources for the development or implementation of business applications
• Workshop or hold JAD sessions to gather requirements and drive workshops when necessary
• Liaise with relevant stakeholder management to prioritise project deliverables
• Transfer of “care, custody and control” of new processes and applications to the business owners, including user training and support
• Effective coordination of the projects and their inter-dependencies and any risks and any other issues that may arise. This includes timeline and milestone management
• Continuously identify and implement incremental improvements to current processes, independent of larger project deliverables
• Effective stakeholder management - Keep management, users and developers informed of progress through effective communication and management of expectations

Minimum Requirements:

• A relevant tertiary qualification is essential – National Diploma/bachelor’s degree etc.
• In one of: Finance, Risk Management, Mathematics, Computer science, Engineering or Information Systems/Informatics
• 3+ years’ experience as a Business Analyst
• Must have Financial Services Experience
• Work experience in a stockbroking / securities specific market essential
• Investment Management or LISP platform experience beneficial
• Basic SQL and programming skills will be an advantage
• A proven track-record of successful delivery as a Business Analyst, Data Analyst and / or Subject Matter Expert in data integration, system implementation or reporting projects
• Agile/SCRUM knowledge and capability
• Strong communication skills including verbal, written and listening skills
• Proven stakeholder management capability
• Use Case skills (Create and develop)
• Able to compile process and data flow diagrams and Context diagrams
• Must have creative skills in providing possible solutions to business requirements.

Skills/Competencies:

• Policy, Product & Systems knowledge
• Process & Solutions orientated
• Communication skills (verbal and written)
• Management Skills
• Interpersonal skills
• Resilience
• Must be able to work under pressure
• Goal and deadline driven
• Understanding of the entity relationships within a database and how the various system integrates with each other in an environment   
• Analytical thinker with problem solving skills
• Ability to see the big picture

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Job description

• Responsible for the implementation of the HR strategy and implementing best practice people management initiatives that are in line with business strategies.
• Manage all HR information systems (MIS), data analytics, and HR reporting to create streamlined reporting processes, improve data accuracy and ensure overall reporting excellence.
• Lead HR team to automate HR processes and investigate opportunities for process enhancements to ensure alignment with industry best practice standards.
• The HR Operations Manager will provide support to the Head of Human Resources and ensure the operational delivery of all HR projects.
• This role is tasked with streamlining HR processes, enhancing staff retention, managing risk, and ensuring compliance with regulations. 

Responsibilities:

• Work with the Head of Human Resources to ensure the HR strategy is embedded into the various business units
• Manage the delivery of all Group HR projects
• Driving HR TOM initiatives
• Develop and implement an HR operations framework, processes, and practices in response to the organisation’s requirements
• Develop standard operating procedures for all HR processes and drive operational efficiency within the HR team
• Prepare and review all HR board and Committee meeting reports such as OpsCom, MANCO, and Quarterlies ensuring accurate tracking of all key HR metrics
• Lead and manage the organisation's KI promotion process as well as the annual performance management and succession planning process
• Lead and manage the annual remuneration and performance bonus process
• Advise business on HR policy, processes, and procedures and ensure adherence to the organisation's core values
• Assisting with resolving HR escalations and complex HR matters
• Ensure operational excellence within the HR team
• Provide assistance to the HR team on all data requirements for the annual Employment Equity survey
• Annual review of the HR risk register
• Provide recommendations on HR MIS and reporting to ensure efficiency, consistency, and accuracy
• Provide strong reporting and analytical support to the Head of HR and the HR team
• Ensure reporting accuracy and excellence within the HR team
• Assist with all HR data and reporting-related escalations as well as assist with complex reporting queries

Minimum Requirements:

• University Degree (Management Information Systems/ Accounting/ Mathematics/ Statistics related qualification or similar)
• A minimum of 7 years of MIS, data analysis, and reporting or accounting experience, preferably in a Financial Services environment
• Computer literate (MS Office Package and BI tools)
• Strong leadership skills

Skills and competencies:

• Analytical thinking and decision-making skills
• Planning & prioritising
• Attention to detail
• Results orientation
• Process oriented
• Innovative thinking
• Strong interpersonal skills
• Delivery Focused
• Building networks and good relationships
• Team Effectiveness
• Handle confidential information

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Job description:

• We are looking for an objective IT internal auditor to add value and improve our operations by bringing a systematic and disciplined approach to the effectiveness of risk management, control, and governance processes. The successful candidate will possess a good knowledge of risk and control within the Financial Services Sector in particular the Wealth and Investment management industry as well as insurance, stock broking, and financial planning.

Responsibilities:

• Perform IT risk assessments and integrated reviews to identify high-risk areas that require focus.
• Conduct IT-related audits to assess data integrity, security, software development and IT governance within the business, including:
• Pre- and post-implementation reviews of system implementations or enhancements.
• IT security audits, including evaluating security vulnerabilities and whether they are properly identified and mitigated.
• Reviews of IT management policies and procedures such as change management, business continuity planning/ disaster recovery and information security to ensure that controls are adequately implemented and operating effectively.
• Evaluate application and information general computing controls and test compliance with those controls.
• Systems development audits to verify that systems that are being developed meet development standards.
• Systems and application audits to evaluate whether systems and applications are controlled, reliable, efficient, secure, and effective.
• Provide the business with guidance and recommendations on IT risk management, with a particular focus on OS, applications, databases, infrastructure, and security.
• Perform data analytics.
• Within each audit assignment, being responsible for (cradle to grave) or with a business auditor:
• Walkthroughs
• Key risk and key control identification
• Defining testing strategies
• Population analysis
• Sample selections
• Perform fieldwork and control effectiveness testing.
• Consolidate findings and agreed action plans (recommendations).
• Creation and finalisation of internal audit reports.
• Execute internal audits within predetermined timeframes.
• Conduct peer reviews and follow-up activities across the group.
• Build strong relationships within the business and other layers of defense.
• Possible travelling across the group for audit activities.

Minimum Requirements:

• Bachelor's degree in accounting, auditing, information technology, or other relevant discipline
• 2 - 3 years of hands-on IT auditing experience, or experience in governance or IT security-related roles
• Have internal or external auditing experience (within the Financial Services Sector or in a similar role)
• Proficiency in OS/applications/databases reviews
• Strong technical skills in network/infrastructure controls or system implementations including reviews of routers, switches, firewall security
• Project assurance experience
• Demonstrates a broad overall understanding of IT governance, corporate IT processes, and information security functions.
• Understands IT and data analytics including emerging IT trends
• Experience in Cloud Computing
• Other IT certifications will be an added advantage
• Currently completed CISA certification will be an added advantage

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Job description:

• An exciting opportunity for a motivated and detail-oriented individual to join a JSE-listed financial organization as a Junior Application Architect. You will play a key role in shaping our technology landscape by assisting in the design and implementation of scalable application solutions. Working closely with senior architects and development teams, you will gain valuable experience while contributing to the delivery of innovative digital solutions. If you are passionate about architecture and eager to grow your expertise in a collaborative and fast-paced environment, this role is for you.

Responsibilities:

• Assist in the design and development of application architectures that align with business needs and technology strategies.
• Collaborate with development teams and senior architects to create scalable, reliable, and secure solutions.
• Support the transition of legacy applications and systems to cloud-based architectures, particularly within the Microsoft Azure ecosystem.
• Contribute to the implementation of best practices in software architecture, distributed systems, and cloud infrastructure.
• Work with cross-functional teams to ensure consistent application of DevOps, CI/CD practices, and Infrastructure as Code (IaC) across projects.
• Stay updated on the latest trends in technology, advocating for the adoption of modern tools and practices within the development team.
• Help document architecture decisions, patterns, and design guidelines for ongoing development efforts.

Minimum Requirements:

• Bachelor’s degree in computer science, Information Technology, Software Engineering, or a related field.
• 2-3 years of experience in software development or related technical roles, with exposure to architectural concepts.
• Familiarity with core technologies, including .Net, C#, and Microsoft SQL Server.
• Basic understanding of cloud computing platforms, particularly Microsoft Azure.
• Knowledge of software architecture principles and distributed systems.
• Exposure to DevOps practices, CI/CD pipelines, and Infrastructure as Code (IaC) tools.
• Strong understanding of API design and application security fundamentals.
• Ability to collaborate effectively within a team and across different business units.
• Strong analytical and problem-solving skills, with a passion for learning new technologies.
• Excellent communication skills, both verbal and written to document and present technical ideas clearly.

Skills/Competencies:

• Demonstrate a willingness to learn and grow within the architecture space by actively seeking guidance from senior architects and technical leads.
• Exhibit a collaborative mindset by working closely with development teams, business units, and stakeholders to understand and contribute to solution designs.
• Show initiative in identifying potential improvements in application design, suggesting innovative solutions that align with organizational goals.
• Maintain a proactive approach to staying informed about industry trends, particularly in cloud computing, DevOps practices, and application security.
• Foster a problem-solving attitude by assisting in troubleshooting architecture and design issues, ensuring solutions are efficient and scalable.
• Communicate clearly and effectively with team members, sharing knowledge and helping to build a collaborative development environment.

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Job description:

• The Underwriter will be responsible for generating personal lines quotations on new clients and existing clients, file preparation and activation with product provider on completion of the advisers 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 on personal lines policies that link to commercial policies.
• Preparing and sending renewals out to clients on sand alone personal lines.

Responsibilities:

• Generate quotations on advice provided from advisers
• Provide relevant quotations as per adviser request
• Ensure that contact details are correct (contact person, email address and 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)
• 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 on policies that link to commercial lines.
• Upload all documents onto myPractice.
• Request renewal terms from providers, discuss with advisers the policies that link to commercial lines and prepare the renewal and renewal pack for the adviser.Negotiate better terms with provider where needed.
• Personal lines policies that link to commercial - 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.
• Stand alone personal lines policies – Request renewal terms from providers and negotiate better terms where needed.Prepare renewal and send to the client (Renewal letter, renewal schedule, policy wordings (Vaps, Sasria and product provider wordings).Attend to adjustments on renewal as requested from the client.Email adjusted schedule to the client.
• Upload all documents onto myPractice.
• Ensure that all processes are in place, if not, request adviser / team leaders assistance

Minimum Requirements:

• Grade 12
• Computer literate (MS Outlook, Excel, and Word)
• Successfully completed the RE 5 Examination (Representatives)
• NQF Level 4 Short Term Insurance qualification
• DOFA confirmation from FSCA
• A minimum of 3 years working experience within the short-term Insurance industry

Competencies:

• Good verbal and written communication skills (English and one other language)
• Good administration, organisation, and planning skills
• Handle admin pressure
• Negotiation skills

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Job description:

• This is an opportunity for a dynamic Wealth Adviser to join a well-established office.  In this role you will be allocated a portfolio of clients to assist with financial planning

Responsibilities:

• Financial advice and planning
• Handle and solve client enquiries
• Compile and process of new policy applications and compliance
• Business maintenance and development

Minimum Requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• CFP® Qualification
• Regulatory Exam (RE5) for Representatives passed
• 4 - 5 years’ experience in a financial service environment
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Valid driver’s license and own vehicle