Jobs at PSG Konsult Ltd

Job description:

• This is an opportunity to join a well-established office and team which is growing rapidly. We require a Deceased Estate Administrator to provide an efficient fiduciary service to the existing and growing client base.
• You will also be supporting the financial advisors in the office in a supporting role in as far as fiduciary services are concerned i.e. providing training regarding existing legislation pertaining to estate administration and wills, changes in taxation legislation and other relevant legislation.
• In this role you will allocated a portfolio of clients and be dealing with clients directly.

Responsibilities:

• Independent administration of complex deceased estates and high net worth clients in terms of relevant legislation
• In depth knowledge of income tax, CGT, VAT and estate duty act, situs tax and international probate
• Receive completed deceased estate reporting documents from client relatives and make in-person and/or telephonic contact with the clients
• Manual intake of estates
• Report the deceased estate to relevant stakeholders via written correspondence, newspaper and Government Gazette
• Advertise (e.g. advertise in the local newspaper and Government Gazette) and for any debtors or creditors (section 29 notification) in respect of the estate late
• Receive relevant information as requested by the various stakeholders and start redeeming and transferring assets
• Draft the liquidation and distribution account to reveal the true reflection of the assets and liabilities as at date of death and submit outstanding tax returns
• Advertise (for twenty one (21) days) the Liquidation and Distribution account in the local newspaper / Government Gazette and with the Magistrate in the district were the deceased resided twelve (12) months prior
• Obtain final tax assessment from SARS and finalise the deceased estate
• Achieve set target as set out by director at the beginning of the year
• Ensure that post (incoming mail, fax and correspondence) and filing is up to date as per the company norms
• Keep clients updated on progress of the estate
• Maintain a high standard of service during the administration process without supervision
• Build and maintain a relationship with various stakeholders (i.e. valuators, auctioneers, attorneys, Master of the High Court, South African Revenue Service)
• Ensure that queries do not turn into complaints by addressing these within a reasonable time
• Adhere to PSG Wealth Trust compliance requirements and industry related legislations
• Adhere to business processes and controls practice; non-adherence may lead to disciplinary actions
• Complete compulsory compliance and legislation training within the required time-frames as prescribed and may be required by PSG Wealth Trust
• Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering, Sanctions
• Be knowledgeable on the Estate Administration Act

Minimum requirements:

• Matric Certificate
• Relevant Law Degree (LLB (B.Proc) or B.Com) (Advantageous)
• Admitted Attorney (Advantageous)
• RE 5 Certificate (Advantageous)
• At least 5 - 7 years relevant work experience within the financial industry dealing with wills and deceased estates
• Proficient in both spoken and written English and at least one other official language

Competencies:

• Compassion and empathy for clients
• Strong client relations skills
• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently
• Resilience

Closing date:  11-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 underwriting assistance to the 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

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)  or BCom (Economics)
• No experience, or less than 2 years in the financial services industry
• Proficient in both spoken & written English & at least one other of the SA languages

Competencies required:

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

Closing date:  16-Aug-2026

go to method of application »

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 underwriting assistance to the 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

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)  or BCom (Economics)
• No experience, or less than 2 years in the financial services industry
• Proficient in both spoken & written English & at least one other of the SA languages

Competencies required:

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

Closing date:  14-Aug-2026

go to method of application »

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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Job description:

• This is an opportunity to join a well-established office and join the equity research and trading team in a junior position. We require an experienced individual with a BCom Hons in Investment Management or related to join our team as a Junior Wealth Manager in Securities.
• In this role you will provide administrative as well as technical support to existing team members, assist with data collection for equity research and provide portfolio performance feedback reports. You will be required to cover between 5-10 companies listed both locally and offshore and contribute to our research process

Responsibilities:

• Administrative support to the trading team
• Data collection for equity research reports. Should be comfortable with a Bloomberg terminal, Iress as well as Mornigstar to compile the necessary data to be used in equity research.
• MS Excel skills are essential as a large part of the program will require modelling and screening on excel. Administrative functions also requires the analysis and interpretation of large data sets.
• Assist the performance reporting of client portfolios.
• Analysis of company results. You will receive a set of companies that you are required to cover both locally and offshore. A strong accounting background is an advantage.
• Portfolio Management – you will be required to manage client portfolios
• Trading – you will be expected to trade on behalf of clients and implement trade instructions.
• Customer Service
• Client Relationship Management
• Handling and solving of client enquiries

Minimum requirements:

• Grade 12/Matric AND  BCom Honours (Finance / Investments / Accounting / Economics)
• CFA Level 1 completed
• JSE Registered Traders Examination (Advantageous)
• Proficient in both spoken and written English, and at least one other of the official South African languages
• At least 2-3 years’ experience in an Investment Management related role – advantage will be given to individuals with experience in Equity Markets

Competencies required:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to analyze large data sets and interpret.
• Ability to operate independently
• Resilience
• Team player – you will operate in a team environment thus a having a keen interest in learning new skills will be an advantage
• A passion for equity markets is essential
• Computer literate (MS Office)

Closing date:  19-Aug-2026