Latest Openings at PSG Konsult Ltd

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) / NQF4/5 Short Term Insurance
• No More than 2 Years experience in the financial services industry

Competencies required:

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

Deadline:5th January,2026

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Job description: 

• The Adviser will be responsible for the Management of an allocated client base  
• Client face to face meetings 
• Liaising and providing feedback to clients  
• Handling client queries 
• Handling of incoming and outgoing calls 
• Following up claims with the relevant departments 
• Underwriting and managing client renewals 
• Handle new application and quotations 
• Arrange appointments with clients (on-site meetings) 
• Maintain MyPractice system 
• Manage Administrative Documentation (detailed records) 
• Ensure FAIS Compliance 
• Recording details and information on relevant systems 
• Building of strong relations with colleagues and ensuring adherence to all processes 
• Maintain Service level agreement deadlines 
• Bridging the gap between the office and insurance companies 
• Maintaining a good working relationship with Insurers 
• Reporting 
• Manage client retention 
• Understanding policy wording and various products 

Minimum Requirements: 

• NQF 4 Short-Term Insurance Certificate (150 credits) 
• RE 5 Certificate 
• 3 - 4 Years short-term insurance personal and commercial lines experience 
• Fully computer literate (Microsoft office 365: Word, Excel and outlook) 
• Own transport and Valid Driver’s license 
• Skillset required: 
• DOFA confirmation from FSCA 
• Good verbal and written communication skills  
• Good negotiating skills 
• Highly client-focused with good interpersonal skills 
• Resilient with a good level of stress tolerance 
• Problem solving and analysis 
• Planning and organising 
• Proficient in both spoken and written English and Afrikaans 
• Good administration, organization and planning skills 

Competencies required: 

• Hard working 
• Empathy 
• Integrity 
• Resilient  
• Responsibility  
• Attention to detail 
• Ability to operate independently and in a team environment 
• Good verbal and written communication skills 
• Good administration skills 
• Excellent planning and organising 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 
• High stress tolerance and resilience 
• Passion for adding value to clients through superior service levels 
• Strong Product knowledge 

Deadline:29th December,2025

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Job description:

• The Healthcare Administrator will provide administrative support to the Healthcare Account Executive in managing employer group healthcare portfolios. The role ensures smooth operations, accurate data management, and effective communication with employer groups and their employees regarding healthcare benefits.                                       

Responsibilities:
Administrative Support:

• Assist the Healthcare Account Executive with day-to-day administrative tasks related to employer groups.
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.

Client Relationship Management:

• Act as the first point of contact for employer groups and employees, addressing queries related to healthcare benefits.
• Schedule meetings, wellness events, and presentations with employer groups.
• Ensure timely responses to client inquiries, escalating complex issues to the Account Executive as needed.

Policy and Claims Management:

• Assist with onboarding new employees onto healthcare plans, including plan selection and member registration.
• Track and follow up on claims, amendments, and changes to group healthcare plans.
• Monitor new applications, additions, or changes in healthcare coverage and ensure timely processing.

Reporting and Data Management:

• Maintain a secure and organised database of client information, adhering to confidentiality and data protection protocols.

Collaboration and Coordination:

• Liaise with insurers, healthcare providers, and other third-party service providers to resolve issues and maintain effective working relationships.
• Support the Account Executive in developing and implementing client-specific healthcare strategies and solutions

Minimum requirements:

• Grade 12
• A certificate or diploma in Office Administration (advantageous). 
• 2 – 3 years relevant healthcare work experience within a medical practice or in an adviser environment in the financial services industry.
• Relevant experience with gap claims and authorisations.
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Strong organisational and multitasking abilities
• Excellent communication and interpersonal skills
• Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint)
• Attention to detail and ability to handle sensitive information with discretion
• Knowledge of healthcare benefits and medical schemes (advantageous)

Deadline:4th January,2026

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Job description:

• The Administrator: Healthcare is primarily responsible for the day-to-day administration of healthcare clients. This encompasses managing member queries, providing member plan advice, processing new business applications (including tracking and activation), and addressing HR/Payroll queries. The role ensures smooth operations, accurate data management, and effective communication with employer groups and their employees regarding healthcare benefits.

Responsibilities:
Administrative Support

• Assist with all day-to-day administration for allocated clients/employer groups, ensuring completion within stated Service Level Agreements (SLAs).
• Ensure timely responses to client enquiries, escalating complex issues to the Account Executive as required.
• Assist with onboarding new employees onto healthcare plans, including providing plan advice, processing applications, and facilitating member registration.
• Track and follow up on all queries, claims, amendments, and changes to group healthcare plans.
• Monitor new applications, additions, or changes in healthcare coverage and ensure timely processing.
• Attend client meetings as and when required.
• Facilitate the distribution of membership packs to clients as required.

Client Relationship Management

• Act as the primary point of contact for employer groups and employees, addressing queries related to healthcare benefits.
• Liaise effectively with insurers, healthcare providers, and other third-party service providers to resolve issues and maintain strong working relationships.
• Build and manage relationships with HR/Payroll departments of client organisations.

Compliance

• Maintain and update accurate client records, ensuring full compliance with regulatory requirements.
• Ensure that consultants remain "fit and proper" and that all Continuing Professional Development (CPD) is completed in a timely manner.
• Ensure that approved "Record of Advice" (ROA) documents are used when consulting and are sent to clients in accordance with compliance rules.
• Demonstrate a sound understanding of the Medical Schemes Act and related legislation.
• Attend internal training sessions to ensure product knowledge remains relevant and up to date.
• Ensure that the administration system is always utilised, for all queries and calls, and that client interactions are accurately saved and maintained.
• Ensure complimentary products, such as gap cover, are offered to clients and their importance is clearly explained.

Reporting and Data Management

• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Maintain a secure and organised database of client information, strictly adhering to confidentiality and data protection protocols.
• Alert the Account Executive or Senior Management if a client may be at risk.

Minimum Requirements:

• Grade 12 certificate
• NQF5 qualification and RE5 certification
• 2 years of relevant healthcare work experience within the financial services industry.
• Proficient in both spoken and written English and at least one other official South African language.
• Computer literacy (MS Office)

Competencies required:

• Strong organisational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
• Attention to detail and the ability to handle sensitive information with discretion.
• Knowledge of healthcare benefits and medical schemes.

Deadline:31st December,2025

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Job description:

• PSG requires the services of a competent individual to develop and maintain relationships with financial advisers. It will be important for the candidate to have a thorough understanding of the South African and global macro environment, including knowledge to explain to existing and potential clients why PSG Asset Management’s funds are positioned (equities, cash, bonds, etcetera) in a certain manner. This should ultimately translate into advisers supporting our product range. 

Responsibilities:

• Fund Specialist for PSG Asset Management and marketing the range of unit trust funds to retail multi managers and high profile financial advisory practices within the independent and corporate market;
• Building the PSG Asset Management brand in the retail industry;
• Maintaining good relationships with financial advisory practices;
• Analysing the target market in order to identify new business opportunities;
• Have a solid understanding of the Gauteng and surrounding areas retail market and having a well-defined strategy of how targets will be achieved;
• Prepare and execute a business development strategy in line with the team strategy;
• Continuously keeping abreast of industry changes and market trends;
• Continuous innovation and idea generation for marketing pitches and client presentations.

Minimum requirements:

• Minimum B.Com degree
• Understanding of the Afrikaans language
• 2 years+ Financial services experience   
• MS office experience (Word, Excel, PowerPoint, Outlook)  

Advantageous:

• Sales or Financial Planning experience within the Financial services sector
• Understanding of Unit trusts  

Competencies required:

• Planning/organising and coordinating skills
• Interpersonal skills (Interaction with different business divisions and level of management)
• Communication skills (verbal and written)
• Solutions driven
• Industry specific knowledge
• Strong analytical skills
• Applying technical expertise
• Acute computer skills
• Time management skills
• Creativity and innovating
• Presentation and Marketing skills
• Decision & problem solving skills
• Research/Analysis skills

Deadline:31st January,2026

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Responsibilities:

• Sector report, analysis and research on assigned fund sector(s)
• Unit trust comparisons, ad-hoc research reports and marketing support
• Identifying potential funds to invest in and make recommendations to Senior analysts & head of fund solutions
• Accurate and timely completion of assigned monthly & quarterly reporting tasks (Quality of reporting & deadlines met)
• Business policies, including leave processes, followed correctly
• Assisting with meeting governance functions, arranging of manager meetings and general office support
• Assist senior analysts, head of fund solutions & CIO with adviser queries
• Maintain and manage fair and equitable internal and external customer relations in line with TCF Regulations and PSG processes and policies
• Create and maintain positive team dynamic

Minimum requirements:

• BCom Investment Management (or equivalent finance/economics degree)
• CFA/CIPM qualification advantageous
• 2-4 years’ relevant experience required in fund manager selection / fund analyst role
• Advanced MS Excel required
• Morningstar experience required

Competencies required:

• Emotional/ behavioural discipline
• Statistical and modelling knowledge and experience
• Attention to detail
• Self-starter and motivated
• True passion for Financial Services
• Good writing Skills
• Excellent work ethic
• Resilient
• Ability to work under pressure

Deadline:5th January,2026

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Job description:

• To provide the practice management with support in managing and following up on matters relating to Employer Funds with Providers, as well as supporting members employed by those clients. This is to support,  help and guide employers to make the prudent financial decisions centered around ethical and sound advice. To protect and secure the futures of their most important assets

Responsibilities:

• Prepare and organise documents for client meetings
• Assist with the preparation of reports for presentations
• Responding to member queries – email and telephonic
• Submitting and following up on claims – death, disability, and withdrawal
• Providing benefit information & client queries
• Monitor and follow up on outstanding billings/schedules which includes resolving billing disputes and queries
• Maintain and update client records in the database on Mypractice
• Ensure that client portfolio is managed from end to end
• Diarising and following up on all pending matters
• Pension & Provident Funds
• Group Risk
• Medical Aid
• Section 14 transfer process as well as individual recognition of transfers
• Gap Cover
• Administer and follow up on Medical Underwriting

Minimum requirements:

• Matric
• BCom General or B.Admin Degree ( Advantageous)
• 3-5 years of experience in Employee Benefits

Competencies required:

• Passion for administration
• Detail oriented
• Communication skills
• Telephonic etiquette
• Strong administration, organising, prioritising and planning skills
• Strong work ethic, able to work with high volumes and pressure
• Problem solver
• Integrity
• Resilient

Deadline:30th December,2025

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Job description:

• The successful candidate will be responsible for the ongoing development of digital marketing strategy to drive business goals and effectiveness of the public facing website. They will be responsible for ensuring the website aligns with strategic objectives, as well as further development phases and managing of the digital marketing team.

Responsibilities:

• Ensure website aligns with strategic objectives; drive the launch of the new PSG.co.za website and further development phases
• Ongoing development of digital marketing strategy to drive business goals and effectiveness of the public facing website, SEO, SEM, display advertising and social media
• Lead role in delivery of public facing digital projects, including ownership of marketing related IT change control
• Oversee digital advertising and own the agency relationship
• Conceptualise and rollout campaign landing pages as and when required
• Drive lead generation through ad-hoc campaigns and ongoing efforts
• Line management of digital marketing team
• Assist and provide input on UX improvement, client journeys and maximisation across the business for both public facing and transactional websites and email communication
• Own UX vendor relationship
• Develop and enable CI standards and drive style sheet application across all digital platforms
• Full oversight of group communications module and delivery of development roadmap
• Oversee traditional and digital marketing monthly metrics reporting pack
• Ownership of online reputation management and community engagement across social media platforms
• Identify customer and industry trends in order to maximise PSG offering

Minimum requirements:

• Completed BCom or BBusSci in Marketing Management
• 7 - 10 years relevant digital marketing experience in any industry
• Proficient in both spoken and written English
• Computer literacy (MS Office; advanced PowerPoint knowledge)
• Basic understanding and proficiency with HTML, UX, Google Analytics, Google Adwords, Product Management and other relevant digital marketing related platforms

Competencies required:

• Solutions orientated
• Organised
• Presentation skills
• Project management skills
• Resilient
• Positive attitude
• Highly numeric/analytical

Deadline:2nd January,2026

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Job description:

• PSG is searching for a meticulous and experienced Data Architect to join our Data Management team. The individual will be responsible for developing, optimising, and overseeing PSG’s data systems. The ideal candidate will have relevant experience in data analysis and management, with excellent analytical and problem-solving skills.

 Responsibilities:

• Maintain and enhance group-wide, cloud Data Warehouse
• Maintain a structured development process
• Maintain structured maintenance process
• Establishing of staging area across all service lines
• Documenting the Data Warehouse
• Reliability of data produced from the Data Warehouse
• Design and implement effective database solutions and models to store and retrieve company data.
• Examine and identify database structural necessities by evaluating client operations, applications, and programming.
• Assess database implementation procedures to ensure they comply with internal and external regulations.
• Prepare accurate database design and architecture reports for management and executive teams.
• Oversee the migration of data from legacy systems to new solutions.
• Design computer code using various languages to improve and update software and applications
• Monitor the system performance by performing regular tests, troubleshooting, and integrating new features.
• Recommend solutions to improve new and existing database systems.
• Educate staff members through mentorship and individual support.
• Offer support by responding to system problems in a timely manner.

Minimum Requirements:

• Bachelor’s degree in Computer Science, Computer Engineering, Statistics, or a relevant field.
• A minimum of 5 years’ experience in a similar role.
• Strong knowledge of database structure systems and data mining.
• Excellent organizational and analytical abilities.
• Outstanding problem solver.
• Good written and verbal communication skills.

Advantageous requirements:

• 5+ years’ Enterprise Data Warehouse Architecture, Solutions and Development experience.
• Agile experience working in SCRUM.
• Azure competencies beneficial
• Exposure to SQL Server, Talend and Snowflake certification beneficial
• Financial services experience.
• CDMP is beneficial

Competencies required:

• Development
• Technical expertise
• Time management
• Quality and reliability
• Systems and process thinking
• Leadership
• Decision-making skills
• Communication skills
• Data Management
• Data Governance
• Strong analytical, problem-solving, and logical skills

Deadline:31st December,2025

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Job Description

• The PSG Asset Management Compliance officer reports directly to the PSG Asset Management Head of Legal and Compliance. The role is responsible for the compliance activities across the division and to engage management to ensure that internal processes are aligned with regulatory requirements, advising on regulatory changes, and provide reliable, value-added, and independent feedback and advice to management on regulatory matters. The position also plays a key role to ensure the understanding and adherence to relevant regulations, laws, and industry guidelines is enhanced.

Responsibilities
The key responsibilities include:

• Compiling of compliance and statistical reports to the business, clients and regulators
• Ensure compliance implementation and maintenance of the compliance risk management and monitoring plan, including AML compliance monitoring
• Monitoring of the primary legislation impacting the business
• Analyse, interpret and implement new legislation
• Review of all marketing material in accordance with Board Notice 92
• Address compliance queries from the business
• Managing compliance projects from start to finish
• Ensure the application of the TCF outcomes
• Maintain FAIS compliance procedures and manuals
• Maintaining the key individual / representative register
• Monitoring and reporting on all FAIS matters to the business and the regulator

Minimum requirements:

• BCom degree in any of the following: Finance, Business Finance, Investments, Financial planning Law, Financial Sciences, Investment Management, Law
• LLB degree
• More than 5 years experience working in the financial services industry
• Passed RE1 exam
• Registered as a Compliance Officer with FSCA

Competencies:

• Experience using Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Regulatory policy knowledge in FAIS and CISCA and Asset management
• Experience in AML monitoring (FICA)
• Communication / presentation skills (verbal and written)
• Interpersonal, negotiating and influencing skills
• Solutions / results driven
• Analytical accuracy and attention to detail
• Self-starter and able to work independently under pressure and meet tight deadlines

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Job description:

• PSG Konsult is a leading, financial services company seeking to employ a Codes Process Administrator that is comfortable and experience in an administration environment. The individual must be able to manage his/her time and prioritise tasks to ensure deadlines are met. He/she must also be able to evaluate and optimise processes. The candidate must be able to interact with confidence with the relevant role players.

Responsibilities:

• Management of Orphan Clients
• Provide service and feedback to Advisers, Regional Managers and Product Providers
• Ensuring that processes are in compliance with PSG’s standards and requirements and according to Legislation within the Financial Services Industry and Treating your clients fairly.
• Tracking and reporting overall progress on tasks delegated
• Provide reporting overall progress on tasks delegated
• Assist with project deliverables in the Codes Team
• Onboarding of New Advisers (managing the opening of new Broker Codes and transition of Business to PSG).

Minimum requirements:

• Matric
• 2 years’ relevant administration experience 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)

Competencies required:

• Strong administration skills
• Communication skills
• Client services skills
• Detail orientated
• Planning and organising skills
• Problem solving skills
• Time management skills

Deadline:5th January,2026

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Job description:

• To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.

Responsibilities:

• To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
• Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
• Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
• Resolving internal and external queries from financial advisers and clients
• Proactively retain and attract business by providing excellent service to advisers and clients
• Support a positive and responsive climate for client enquiry resolution
• Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
• Ensure accurate record keeping through service-related administrative tasks
• Assist with database updates and information maintenance
• Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
• Minimise operational errors and losses
• Apply TCF principles in daily tasks

Minimum Requirements:

• Minimum qualification: Financial/Business degree (NQF Level 7)
• Excellent verbal and written communication skills (Essential)
• Knowledge and interest in finance and investment management
• Business writing and speaking skills in English

Competencies:

• Strong verbal and written communication skills
• Numeric ability
• Client focussed, friendly and empathetic manner
• Accuracy and attention to detail
• Self-control
• Initiative
• Analytical thinking
• Professionalism
• Administration skills
• Adaptability
• Stress tolerance
• Ability to relate to others
• Ability to deal with complexity
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Accept accountability and take responsibility for tasks done
• Computer literacy

Deadline:28th February,2026

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Description:

• To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.

Responsibilities:

• Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
• Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and/or client service consultant
• Confirm all processed instructions to clients and financial advisers
• Adhere to all operational processes and minimise operational errors
• To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures
• Deal with queries from junior administrators, client service consultants and other internal stakeholders
• Assist with special projects and assignments as agreed on an ad hoc basis
• Apply TCF principles in daily tasks

Minimum Requirements:

• A relevant financial or business degree (NQF Level 7)
• Strong technical and business experience in the administration of a LISP platform
• 1-2 years in the financial services industry
• Excellent verbal and communication skills

Competencies:

• Numeric ability
• Client focussed
• Accuracy skills essential
• Strong verbal and written communication skills
• Ability to work under pressure
• Ability to deal with complexity
• Systematic and organised
• Attention to detail
• Ability to recognise, communicate and assist in solving problems
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Computer literacy, especially Excel

Deadline:28th February,2026