Latest Vacancies at PSG Konsult Ltd

Job description:

An exciting opportunity has become available for a Financial Manager who will be responsible for the financial function relating to Collective Investment Scheme “CIS” Funds. The incumbent will work closely with the CFO and other financial managers in the division as well as the heads of the CIS departments.

Responsibilities:

• Responsible for the full financial function of CIS funds
• Monthly review of financial reports and key controls within the CIS control environment
• Preparation of CIS tax returns and responsible for ongoing CIS related tax matters
• Preparation of all funds for audit within the required deadlines
• Liaising and working closely with external auditors to ensure that all reporting deadlines are met
• Preparation of annual financial statements for CIS funds and companies within required timeframe to meet regulatory submission deadlines
• Completion and submission of any other relevant regulatory reporting
• Assist with audit pack completion
• Assess and enhance all related internal controls within the control environment
• Finding ways to improve efficiency of the reporting function
• Identify unusual trends or anomalies that require further analysis and explanation
• Critically examining financial information for accuracy
• Managing financial and business risk
• Fulfilling other ad hoc financial related responsibilities within the finance team environment

Minimum requirements:

• CA(SA)
• 3-5 years’ relevant, related work experience within the CIS environment in the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (Intermediate MS Excel, Caseware (preferable)

Competencies required:

• Communication Skills
• Planning and organising
• Leadership skills
• Good decision-making skills
• Financial policy and systems knowledge
• Quality and detail orientated
• Results driven

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Job description:

The role is required to provide a value-added HR service to both management and employees of the PSG Wealth Business Unit. The successful incumbent must be able to understand business needs and translate them into HR deliverables.

Responsibilities:

• Assist with employee onboarding to ensure candidates are provided with a good experience
• Conduct probation discussions with all new joiners and provide feedback to Line Manager and HR Manager
• Assist with Weekly Manco Submission
• Ensure timely submission of all monthly and weekly HR reports
• Provide on-going HR support to all staff and Line Managers, focusing on achieving business objectives by leveraging the HR agenda
• Assist with all Labour and employee relations matters by drafting warnings, preparing packs for any disciplinary meetings or CCMA hearings
• Provide guidance and coaching to staff on career progression and personal development within the company
• Provide recruitment and selection support on all levels
• Provide performance management support on all levels
• Conduct exit interviews and provide feedback to business on resignation trends

Minimum requirements:

• BCom Degree in HR Management / Industrial Psychology
• 3 – 5 years experience in HR business partnering within the financial services industry (preferable)
• Sound knowledge of BCEA, EE, LRA, OHSA
• Computer literacy (MS Office – Advanced Excel skills)

Competencies required:

• Analytical skills
• Problem solving
• Resilience
• Relationship building
• Teamwork
• Ability to influence and negotiate

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Job description:

To provide 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
• Client face to face meetings, if necessary, at the Office
• Liaising and providing feedback to clients of underwriting progress.
• Handling client queries
• Managing Claims
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• 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:

• Matric
• Relevant Bachelors Degree (BCom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
• RE 5 (Advantageous)
• 0 – 2 years experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Skill sets required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing 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

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Job description:

An opportunity exists for a Receptionist within PSG Asset Management, in the Constantia Offices.

Responsibilities:

• Timeous opening and closing of reception and switchboard
• Timeous and correct transferring of calls
• Timeous distribution of correspondence to colleagues
• Meeting deadlines timeously on specific tasks
• Timeous and correct delivery of messages
• Relay information to reception relievers
• Attending to client/staff enquiries timeously and accurately
• Continuously ensure professional telephone etiquette
• Assist with Ad hoc tasks as and when required
• Apply knowledge of Company structure and departments
• General administrative duties, such as filing, typing, scanning, e-mailing etc.

Minimum requirements:

• Minimum qualification: Matric
• Time management skills
• Punctuality
• Detail orientated
• Communication skills (oral and written: Minimum requirement: English and Afrikaans)
• Organization and planning
• Interpersonal skills
• Integrity
• Promote Positive team dynamic
• Computer skills (Excell, Word and PowerPoint)

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Job description:

To handle mostly administrative tasks and take on client-facing duties in order to aid and support the Sales Team/Insure Advisers. The position will focus on personal and commercial lines business.

Responsibilities:

• Liaising with clients and product providers
• Client face to face meetings, if necessary, at the Office
• Obtaining details and information of clients
• Preparing quotations for new and existing clients
• Issuing of new policies
• Recording details and information on all relevant systems
• Handling client queries
• Building and maintaining good working relationships with clients and all internal stakeholders
• Manage client retention
• Understanding policy wordings and various products
• Reporting and target driven
• Providing intermediary service and advice to clients within SLA (service level agreement)

Minimum Requirements:

• Matric
• NQF 4 or 5 in short term insurance and RE 5 (Advantageous)
• 3 - 5 years’ experience in Financial Services/Insurance Industry
• Computer literacy (MS Office and Client/Policy systems)

Skill sets required:

• Professionalism and a customer-centric approach
• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills and telephone etiquette
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills (Customer Service)
• Teamwork

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Job description:

The successful candidate will be responsible for administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies
• Investment Planning/Employee Benefits/Provident Fund & Medical Aid

Minimum requirements:

• Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
• RE 5 (Advantageous)
• 1 – 2 years experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

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

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Job description:

To provide 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
• Client face to face meetings if necessary, at the Office
• Liasing and providing feedback to clients of underwriting progress.
• Handling client queries
• Managing Claims
• Recording details and information on relevant systems
• Building and maintaining good working relationships with clients and internal stakeholders
• 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:

• Matric
• NQF in short term insurance and
• RE 5 Certificate
• 0 – 2 years experience in Financial Services
• Computer literacy (MS Office)

Skill sets required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing 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

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Job description:

PSG Distribution is currently recruiting for a Category I Compliance Officer position. Reporting to the Head:  Compliance – Distribution, you will overall be responsible for the implementation of relevant legislation regulations and to drive quality assurance and compliance adherence in the PSG Adviser offices (long- and short-term assurance, collective investments and stockbroking).

Responsibilities:

• Maintain a compliance framework in collaboration with the relevant stakeholders
• Identify potential compliance breaches and investigate compliance irregularities or areas of concern
• Review, register and resolve complaints received from clients
• Maintain the key individual / representative register
• Ensure compliance records are up to date
• Review and resolve Fit and Proper queries
• Maintain the compliance procedures and manuals
• Conduct and report on compliance audits at Adviser offices

Minimum requirements:

• Relevant qualification such as B Com Law or LLB
• Must be a registered and FSCA Compliance Officer (CAT 1)
• RE 1 Certificate
• 1 – 3 years compliance experience in the financial services industry
• Knowledge of FICA, FAIS and relevant legislation, regulations and rules
• Relevant knowledge, skills and corporate compliance experience
• Relevant experience working with Financial Advisers / Financial Planners
• Computer literate in MS Office

Competencies required:

• Interpersonal, communication and report writing skills
• Ability to work independently and as part of team
• Ability to operate in a high-performance environment at different levels
• Client relationship building skills.

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Job description:

PSG is recruiting for an exciting and challenging career opportunity for an Accountant to perform the full accounting function up to trail balance and who can work in a high pressure, deadline driven environment.

Responsibilities:

• Journals, Importing / Exporting and processing up to trial balance level
• Income and payments on bank statement to balance to cashbook and Adviser commission statement
• Reconciliation of supplier accounts and cost centre allocations between divisions
• Reconciliation of interdivisional and intercompany loan accounts
• Assist Financial Controller with ad hoc requests
• Assist with Advisor queries until resolution and manage Advisor expectations where necessary
• Assist Regional Managers with financial information
• Ensure correct account, cost centre and company allocations
• Monthly balance sheet reconciliations

Minimum requirements:

• Completed Bachelor of Commerce in Accounting, CIMA or finance related degree
• 2-3 years’ relevant work experience within the financial services industry
• Computer literacy (Advanced MS Excel and Accpac skills)
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

• Numerical and analytical skills
• Good verbal and written communication skills
• Time management skills
• Deadline driven