Latest Opportunities at PSG Konsult Ltd

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
• 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

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

go to method of application »

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:

• Relevant financial or business degree
• Excellent verbal and written communication skills (Essential)
• Knowledge and interest in finance and investment management
• Business writing and speaking skills in English

Skills/ 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

go to method of application »

Job description:

The Adviser is responsible for the selling of short-term personal insurance products and services to the right clients.

Responsibilities:

• Aggressive selling of short-term products specialising in personal lines
• Quotations for clients
• Follow up on leads
• Building a client base
• Advising clients on their short-term insurance needs
• Handling of incoming and outgoing calls
• Renewal of policies
• Building and maintaining good working relationships with clients, product providers, colleagues etc.
• On-site meeting with clients
• Dealing with service providers
• Implement company strategy

Minimum Requirements:

• Grade 12
• NQF 4 Full Short-term Insurance
• RE5
• 5+ years´ short-term insurance experience in personal lines
• DOFA confirmation from FSCA

Skill sets required:

• 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
• Strong sales and marketing experience
• Own transport