Jobs at PSG Konsult Ltd

Job description:

• To provide underwriting assistance to the Short Term 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
• Administration of claims procedures, renewal of policies and new business
• Assist with product quotes
• Underwriting
• Claims

Minimum Requirements:

• NQF 4 in Short Term Insurance or relevant B.Com financial Degree (essential)
• 3 - 5 years short-term insurance experience
• RE5 Certificate successfully completed (Regulatory examination for Representatives) - advantageous
• DOFA (Date of First Appointment at FSCA)
• Proficient in both spoken and written English, and at least one other of the official South African languages

Competencies:

• Team player
• Attention to detail
• Ability to work independently
• Strong verbal and written communication skills
• Good administration, organisation, and planning skills
• Able to handle admin pressure
• Computer literate (MS Outlook, Excel, Word, CRMs)
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills
• Resilient with a good level of stress tolerance

Closing date:  06-Jul-2026

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Job description:

• We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. 

Responsibilities:

• Financial Planning support
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
• Prepare statement of advice documentation as required.
• Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Prepare statement of advice documentation as required.
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
• Customer Service
• Team management
• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Diary management
• Reporting of new business statistics
• Preparation of insure review appointments
• Maintaining CRM systems

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
• CFP and/or Postgraduate Diploma in Financial Planning (advantageous)
• At least 2-3 years relevant work experience within the financial industry
• Computer literacy (MS Office)

Competencies required:

• Client centric
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills
• Organising and planning
• Ability to operate independently
• Resilience

Closing date:  06-Jul-2026

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 Key Responsibilities:

• Monitor through scanning of new and existing legislation updates to ensure that the company's operations remain in full compliance with all applicable laws.
• Update and monitor the daily new legislation register
• Create Awareness for regulatory changes
• Compile summaries of regulatory changes when necessary
• Conduct research into all regulatory matters when required
• Maintain a record of releases on the Company SharePoint
• Compile draft regulatory reports for meetings
• Assist with research for ad hoc projects
• Maintain relationships with internal & external stakeholders

Competencies:

• Knowledge of FAIS regulations and other relevant financial sector compliance requirements in South Africa.
• Meticulous and attention to detail
• Analytical and logical reasoning skills
• Research skills
• Self-starter and ability to work independently
• Strong written and verbal communication skills
• Problem identification and solution skills
• Integrity is non-negotiable
• Has the ability to assimilate and apply relevant business principles
• General IT knowledge and skills

Minimum requirements:

• B.Com LLB advantageous
• 1-2 years relevant regulatory work experience within the financial services industry
• Specialist knowledge of regulations and government policy is an advantage

Closing date:  22-Jul-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 possesses 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 the 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:

• 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.
• Create and finalise 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)
• At least 3 years of hands-on auditing experience or newly qualified CA (SA)
• Have internal or external auditing experience (within the Financial Services Sector or in a similar role)
• Strong technical skills

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
• Other certifications will be an added advantage

Closing date:  22-Jul-2026