Jobs at PSG Konsult Ltd

Job description:

• The incumbent will be responsible for looking after the finances for PSG Investment Management (Pty) Ltd, PSG Investment Management MAU Ltd, PSG Online (Pty) Ltd and PSG Wealth Holdings (Pty) Ltd within PSG Wealth.
• The successful candidate must be able to perform the full accounting function as well as have worked in a team and a very deadline-driven environment.

Responsibilities:

• Oversee financial tasks, including daily processing, financial reporting, and managing accounting functions for Statutory entities including a Mauritian entity.
• Planning and co-ordination of group reporting and statutory reporting for Wealth Finance team
• Review and preparation of consolidated reporting for Wealth.
• Manage interim audit for statutory entities.
• Perform the annual budgeting process and prepare forecasts that align with strategic goals
• Build and lead a high-performing team, fostering a culture of collaboration and continuous improvement
• Collaborate with various departments to provide financial insights that drive decision-making
• Review roll forwarded financial statements in preparation for year end
• Ensure compliance with regulatory requirements and internal policies
• Financial controls & processes - maintain internal controls to safeguard company assets and ensure accurate financial reporting.
• Manage cash and investments processes to ensure optimal shareholder returns and manage capital requirements
• Tax compliance - complete and submit tax returns (VAT and income tax), review provisional tax and ensuring adherence to relevant tax regulations
• Adhoc tasks and projects

Minimum requirements:

• CA (SA)
• 5 years relevant working experience (post articles) in the financial services industry (preferably LISP/Wealth management)
• Good communication and presentation skills 
• Ability to mentor team graduates 

Competencies required:

• Problem Solving and Analysis 
• Quality and detail orientated 
• Leadership skills 
• Good decision-making skills 
• Deadline driven and ability to work under pressure 

Closing date:16-Aug-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 assistance to the Insure Adviser. The position will focus on short-term insurance specifically.

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:

• Matric Certificate
• Relevant Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management or BCom (Economics)
• 0 – 2 financial services experience
• Computer literacy (MS Office)
• Proficient in verbal and written English and at least one other official South African languages

Skillset Required:

• Strong communication skills
• Good administration skills
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Adherence to Strict Deadlines

Closing date:17-Aug-2026

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Responsibilities:

• Achieve favourable outcomes on internal and external audits
• Cover responsibilities for team leave and assist others in need
• Create where necessary, maintain and update detailed process documents
• Adopt standard processes and controls and ensure all are adhered to Execute month-end procedures accurately and in a timely manner
• Log Operational Risk Register events as required on behalf of the team in a timely manner
• Monitor and review bank recons and unallocated deposits
• Perform and review calculations for multiple fees payable to advisers on a monthly basis and process journals accordingly
• Perform testing on IT fixes, enhancements and upgrades as and when required, including weekends
• Prepare and review ad hoc journals requested by advisers
• Prepare and review monthly adviser commission statements and monitor adviser loan accounts to ensure fully reconciled
• Regularly liaise with advisers on various matters, as well as PSG Wealth Financial Planning (Distribution), resolving queries/complaints in a timely manner
• Review and release daily batch payment and each element thereof
• Review and release local client account withdrawals/payments
• Review and release offshore client receipts and payments
• Review deposits, journals and BDA listings as required
• Review existing procedures in all areas of the department, identify gaps and inefficiencies and propose and implement improvements including new controls
• Take ownership of metrics reporting
• Take responsibility for complex ad hoc projects required by the business and deliver quality
• Take responsibility for incoming calls and allocations on JIRA
• Coach and equip team

Minimum requirements:

• BCom finance/investments/accounting or similar (NQF level 7)
• 3+ years of experience in financial services industry (preferably Securities/Stockbroking)
• Strong MS Office with advanced Excel skills
• BDA system knowledge advantageous
• Familiarity with JIRA workflow system advantageous

Competencies required:

• Ability to plan and prioritise
• Ability to work effectively within a team
• Accuracy/Attention to detail
• Analytical thinking
• Communication skills (verbal and written)
• Conflict management skills
• Deal with difficult clients and advisers
• Emotional Intelligence
• Enthusiasm to learn
• Flexibility
• Interpersonal skills and sensitivity
• Learn from mistakes
• Questioning mindset – understand why you are doing something
• Proactive
• Problem solving skills
• Strong work ethic
• Take ownership and responsibility for tasks assigned
• Time management and ability to work under pressure

Closing date:12-Aug-2026

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Job description:

• To provide underwriting assistance to the Advisers. The position will focus on personal 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:

• Matric/Grade 12
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation 
• Regulatory examination Representatives (RE5 successfully completed)
• A minimum of 3 -5 years´ short-term insurance experience in personal lines  
• DOFA confirmation from FSCA 
• Proficient in both spoken and written English and at least one other of the official South African languages 
• Computer literacy (MS Office, Financial system experience) 

Competencies required:

• Good verbal and written communication skills 
• Good administration skills 
• Excellent planning and organizing skills 
• Problem solving and analysis 
• Time management skills 
• Good negotiation skills

Closing date:10-Aug-2026