Top Jobs at PSG Konsult Ltd

Job description:

• The position is a combination of an administration support, data capture, query resolution processes, client liaison and general office support. 

Responsibilities:

• Generate and follow up iComply documentation and update CRM

Capturing of:

• Monthly billing statements
• Suspensions and reinstatements (including SMS communication to members)
• Gap claim requirements were not submitted by PSG
• Monthly billing statements
• Suspensions and reinstatements (including SMS communication to members)
• Gap claim requirements were not submitted by PSG
• Weekly checking of the Discovery website on addition of dependant requirements 
• Assist Support Centre Consultants where and when required
• Backup for Support and Admin Centre staff
• Resolve complex medical aid claims
• Follow up and investigate returned postal and other communication and update data base accordingly
• Attend to specific client servicing needs
• Assist with special Client and Practice related projects, where required
• Assist with Wellness Days where required
• Perform any other additional duties or responsibilities, which reasonably fall within the ambit of the job description, or in accordance with operational requirements of the business

Minimum requirements:

• Minimum entry level qualification equivalent to Grade 12 / NQF4 qualification
• Minimum of 2 years work experience in the healthcare or financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literate (MS Office)
• Able to handle admin pressure

Competencies:

• Client centricity
• Communication skills
• Attention to detail
• Team player

Closing date:  07-May-2026

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• The Claims Consultant is responsible for coordinating and overseeing, managing and negotiating the settlement of the claim. The consultant is accountable for finalising the claim end-to-end and must have knowledge of Commercial and Personal lines products and be able to process motor as well as non-motor claims

Responsibilities:

• Register claims and appoint assessors
• Manage claims in terms of claims SLA
• Make decision regarding merit – indemnify or not
• Negotiate settlement
• Manage the salvage process (motor & non-motor salvage)
• Detection of fraud and management of fraudulent indicators
• Keep the operational system updated
• Provide thorough and timeous feedback to the relevant parties
• Complaint’s resolution

Minimum requirements:

• Matric
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation
• Regulatory Examination Level 5 successfully completed
• Minimum 3 years’ claims handling experience (both commercial and personal lines)

Key Competencies:

• Good verbal and written communication skills
• Negotiation skills
• Client service driven
• Results & detailed orientated
• Interpersonal skills
• Team player
• Good time management skills (planning and organising)

Closing date:  08-May-2026

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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:

• Relevant Law Degree (LLB (B.Proc) or B.Com)
• Admitted Attorney (Advantageous)
• RE 5 Certificate
• At least 5 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:  07-May-2026

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Job description:

• This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Adviser.
• In this role you will assist with processing transactions, dealing with clients directly (on an ad hoc basis), looking after accounts and support in basic financial planning. 

Responsibilities:

• Financial Planning support
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
• Prepare statement of advice documentation as required.
• Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Prepare statement of advice documentation as required.
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
• Customer Service
• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Reporting of new business statistics

Minimum requirements:

• Relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning) or NQF5 Wealth Management or Financial Planning certificate
• Regulatory Exam for Representatives passed (RE5)
• At least 5 year’s relevant work experience within the financial industry as Paraplanner
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

• Client centric
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills
• Organising and planning
• Ability to operate independently
• Resilience
• Computer literacy (MS Office)

Closing date:  08-May-2026

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Job description:

• A unique opportunity to join a JSE listed financial organisation that continually delivers excellent results and growth that exceed all competitors in the market.
• Become part of a team working on Key projects in PSG Wealth Management in Partnership with business stakeholders to deliver great value with an opportunity to make a real impact in the PSG success story.
• Design and Develop PSG Wealth transactional websites, Line of business systems and processes that are at the forefront of the Digital transformation of the organisation.
• Be an integral part of digitising our client journeys through changes to websites and software applications to meet both functional and technical requirements in producing quality solutions.

Responsibilities:

• Collaborate with cross-functional teams to define and execute the technical roadmap, aligning with business objectives and customer needs
• Design, development, and optimization of our platforms, ensuring scalability, reliability, and security
• Provide input and support to ensure the successful delivery of projects on time and within budget
• Stay abreast of industry trends and emerging technologies, evaluating their potential impact and relevance to our business
• Participate in peer reviews of solution designs and related code.
• Deliver Business value through quality technical solutions and code

Minimum requirements:

• Relevant degree - B. Com Informatics/B. Engineering/ B.Sc.
• Minimum of 3-5 years' experience as a Developer
• C# .Net development experience
• Experience with modern JavaScript libraries” – Angular, KnockoutJs, JQuery, BackboneJS, Foundation, etc
• SQL Server 2012+ experience
• Experience with CI/CD pipelines in Azure Development
• Agile / Scrum experience

Competencies required:

Passion for software development and delivering great solutions using technologies such as:

• ASP.NET (Web forms), MVC (Required)
• ASP .Net Core (Web Api, Windows Services)
• HTML 5
• CD CI pipelines
• Cloud PaaS consumption
• Rest Services
• Kubernetes - Docker
• Continually learns and grows own skills and industry knowledge
• Creative visualisation, critical thinking, inductive and deductive reasoning. An ability to think outside the box.
• Collaborative coordination and time management. Be Proactive and take initiative.
• Capacity to work under pressure while observing high quality standards.
• Problem solving and analysis. Add value to business outcomes.
• Must be able to work in a team environment. Share knowledge and help to grow others
• Desire to understand the reasons for delivery to deliver the right solution
• Strive to continually learn and improve
• Be accountable for projects. Take ownership from start to finish of all tasks
• Understand our business and clients and deliver great services

Closing date:  12-May-2026

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Job description:

• The successful candidate will be responsible for assisting the Wealth Adviser with various administration on the wealth and investments side of business, interacting with clients by managing relationships, and providing client services. They will ensure new business implementation and onboarding is carried out effectively to ensure client satisfaction.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new applications and quotations
• Handle and solve client enquiries (all existing business enquiries) both written and verbally
• 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

Minimum requirements:

• Matric Certificate
• Degree or Industry qualifications (Advantageous)
• 2 - 3 Years strong administration experience in a Financial Services Company (Preferably a dealing with wealth and investment products)
• 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 administrative skills
• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Resilient
• Team player

Closing date:  7-May-2026