Jobs at PSG Konsult Ltd

Job description:

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

Responsibilities:

• Client face to face meetings if necessary at the Office
• Handling client queries
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with insurers
• Understanding policy wording and various products
• Relevant work experience in Short term insurance – Commercial and personal lines
• Claims processing:
• Claims Administration: Receive, register, and process claims efficiently within company guidelines.
• Documentation Management: Collect, verify, and maintain all required supporting documents for claims.
• Client Communication: Liaise with policyholders to explain claims procedures, requirements, and progress updates.
• Assessment & Validation: Review claims to ensure accuracy, validity, and compliance with policy terms.
• Coordination: Work with assessors, service providers, and other stakeholders to facilitate claim resolution.

Minimum Requirements:

• Grade 12/Matric & NQF Level 4 Certificate in Short term insurance essential
• Regulatory examination RE5 successfully completed
• 5 years relevant work experience with claims in Short term insurance – Commercial and personal lines
• Proficient in both spoken and written English and at least one other of the official South African languages
• Reside in Vryheid or Pongola

Competencies Required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills. (Customer Service)
• Teamwork
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)

Closing date:    30-Jan-2026

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Job description:

• This role mainly supports and takes accountability for the ongoing focused acquisitions of suitably profiled financial advisers of small and large financial service businesses’ and brokerages who are aligned to PSG’s brand and culture.

Responsibilities:

• Identify potential financial advisers as possible acquisitions
• Drive the appointment approval process engaging with all relevant stakeholders
• Drive strategic initiatives relating to acquisitions in partnership with regional managers
• Deliver on and continuously review the overall value proposition
• Assist with the vesting process of new acquisitions
• Ensure newly appointed advisers generate new business in line with targets.

Minimum requirements:

• Completed business qualification such as BCom, CA or CFP
• Experience in the analysis of financial information and / or valuation processes within the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office including Advanced Excel)

 Competencies required:

• Relating and networking
• Persuading and influencing
• Driving for results
• Communication skills
• Resilience

Closing date:  13-Feb-2026

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Job description:

• This is an opportunity to join a well-established office and team which is growing rapidly. We require an Estate & Wills Administrator to join an efficient fiduciary service to the existing and growing client base.
• You will also be supporting the financial advisers in the office in a supporting role in as far as fiduciary services are concerned.

Responsibilities:

• Filing, scanning, telephone communication, administration support
• Furnishing of regular progress reports to clients and interest parties.
• Maintaining constant client contact in a friendly and sensitive manner.
• Drafting of legal documents relating to estates administration.
• Communication with personnel of South Africa Revenue Services and auditors regarding income tax and estate duty matters in estates.
• Communication with and maintaining of good relations with personnel of the offices of the Master of the High Court.
• Keeping of and maintaining of Wills Register.
• Liaising with attorneys, accountants, valuators, auctioneers and insurance companies to ensure prompt and efficient finalization of an estate.
• Attending to the diarising of office files and following up on outstanding matters.
• Attend to enquiries from clients, colleagues and interested parties.

Minimum requirements:

• Grade 12
• Currently studying or completed a B.Com Law or relevant legal degree
• At least 3 years relevant work experience within the financial industry & similar role (Fiduciary experience)
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Resilience
• Highly motivated, diligent and passionate about law in the estates’ department
• Computer literate in at least MS Word and MS Excel.
• Ability to work independently and systematically, using initiative and be able to work on several matters at a time

Closing date:    31-Jan-2026

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Job description:

• PSG is a leading financial services company, seeking a Junior Distribution Analyst with strong reporting and executive assistance experience, reporting to the Operations Manager.

Responsibilities:

• Reporting, including data collection, analysis, validation of data accuracy and completeness before reporting. interpretation and presentation of data
• Preparing and finalising of PowerPoint presentations
• Assist with preparing ad-hoc analysis requests from Distribution management
• Identify inefficiencies in processes to aid automation and process improvement
• Daily, weekly and monthly reporting and assisting with QlikView / QlikSense queries
• Project management
• Support to Distribution Regional management on behalf of the Operations Manager

Minimum requirements:

• Relevant degree such as BCom (Finance)
• Minimum 1-3 years working experience in the financial services industry in a similar position
• Proficient in Microsoft Excel, specifically doing Xlookups and Pivot tables
• Proficient with MIS software e.g. QlikView / QlikSense (Advantageous)
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

• Analytical ability
• Ability to work independently
• Problem solving skills
• Attention to detail
• Time Management

Closing date:  2-Feb-2026

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Job Overview

• We are looking for an objective Senior 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 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.

Key Responsibilities:

• Perform  risk assessments and integrated reviews to identify high-risk areas that require focus.

Conduct internal audits to assess the design and operating effectiveness of controls as well as effectiveness of risk management ,compliance and governance within the business, including:

• Pre- and post-implementation reviews of system implementations or enhancements.
• Reviews of  management policies and procedures to ensure that controls are adequately implemented and operating effectively.
• Provide the business with guidance and recommendations on risk management,
• Perform data analytics.

Within each audit assignment, being responsible for (cradle to grave):

• 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 defence.
• Mentor and coach juniors on the job
• Report to the Chief Audit Executive
• Possible travelling across the group for audit activities.

Minimum requirements:

• Bachelor's degree in accounting, or other relevant discipline such as Internal Auditing
• CIA or CA(SA)
• 2 - 3 years of hands-on auditing experience
• Have internal or external auditing experience (within the Financial Services Sector or in a similar role)
• Strong technical skills
• Project assurance experience
• Other certifications will be an added advantage

Competencies:

• Attention to detail.
• Self-starter and ability to work independently.
• Strong relationship-building capability.
• Strong written and verbal communication skills.
• Problem identification and solution skills.
• Has the ability to assimilate and apply relevant business principles.
• Strong knowledge of operational risk concepts.
• Hands-on and involved in all aspects of the internal audit process.
• Understanding of the Institute of Internal Audit standards
• Understanding of the relevant regulatory environment

Closing date:    31-Jan-2026

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Job description:

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

Responsibilities:

• Client face to face meetings if necessary at the Office
• Liaising and providing feedback to clients of underwriting progress.
• Handling client queries
• Underwriting Management: the daily underwritings process preparing Renewals, Sourcing acceptance terms
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with insurers
• Reporting
• Manage client retention.
• Quotes
• Spreadsheets
• Unpaid debit orders
• Day to day policy administration – endorsements, new policy issuances, cancellations etc
• Understanding policy wording and various products
• Relevant work experience in Short term insurance – Commercial and personal lines

Minimum Requirements:

• Grade 12/Matric & NQF Level 4 Certificate in Short term insurance essential
• Regulatory examination RE5 successfully completed
• 5 years relevant work experience (underwriting & claims) in Short term insurance – Commercial and personal lines
• Proficient in both spoken and written English and at least one other of the official South African languages
• Reside in Vryheid or Pongola

Competencies Required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills. (Customer Service)
• Teamwork
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)

Closing date:    30-Jan-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’ll 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:

• The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Data capturing
• Handle new application and quotations
• Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance.
• Handle and solve client enquiries (all existing business enquiries)
• Maintain CRM system
• Ensure clients’ myPractice and OneDrive profiles are updated and accurate.
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Building relationships with clients ensuring easy servicing and reporting on non-advice queries and to ensure client retention and satisfaction
• Maintain records of all transactions using myPractice Notes. Turnaround times for transactions to be within given timelines.
• Maintain Service Level agreement deadlines
• Ensure that advisers maintain high compliance, FAIS and review statistics and provide reports where necessary. Compliance records and FICA updates to be at standard.
• Load new/existing business policies
• Attend regular product, platform and process training and participate in personal professional development initiatives
• Comply with administrative standards and procedures as implemented by the administration manager.
• Initiate open and constant communication with advisers to ensure effective workflows

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Economics)
• 0-2 Years experience in the financial services industry
• Strong computer literacy (MS Office)

Competencies required:

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

Closing date:  2-Feb-2026