PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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Job description:
- The Administrative Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.
Responsibilities:
- Interact, manage and provide effective client service
- Process client queries and instructions
- Administer all products
- Research product information
- Gather Policy information
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries)
- 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
- Ensure FAIS Compliance
- Load new/existing business applications
- Employee benefit administration
Minimum requirements:
- Grade 12 / NQF5 qualification
- NQF5 Wealth Management (Advantageous)
- Successfully completed the RE 5 Examination (Representatives) (Advantageous)
- Minimum 2 Year experience 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 (MS Office) – Highly competent in Excel
- Strong technical, organisation, planning and administrative skills
Competencies required:
- Customer Service
- Good verbal and written communication skills
- Able to handle admin pressure
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player
Closing date: 09-Jun-2026
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Job description:
- The Administrative Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.
Responsibilities:
- Interact, manage and provide effective client service
- Process client queries and instructions
- Administer all products
- Research product information
- Gather Policy information
- Handle new application and quotations
- Handle and solve client enquiries (all existing business enquiries)
- 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
- Ensure FAIS Compliance
- Load new/existing business applications
- Employee benefit administration
Minimum requirements:
- Grade 12
- Minimum 1-2 Year experience of strong administrative experience (Financial services experience is an advantage)
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office) – Highly competent in Excel
- Strong technical, organisation, planning and administrative skills
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Good verbal and written communication skills
- Able to handle admin pressure
- Team player
Closing date: 09-Jun-2026
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Job description:
- The assistant portfolio manager will personally liaise with investors on an on-going basis. The goal is to determine every client’s personal needs and goals and to design a unique tax- and cost-effective investment plan. Investment plans will mostly include a direct share portfolio .
- The role requires one to be able to analyse, amongst others, shares, fixed interest instruments as well as unit trusts, under the guidance of the portfolio manager.
Key Responsibilities:
- Trading
- Customer Relationship Management
- Business development
- People Management
- Risk Management
- Analyse market reports
- Discuss market circumstances with clients and bearing on their investment decisions
- Analyse risk reports
- Communication with clients (verbal and written)
- Planning and strategizing
- Client and broker meetings
- Writing monthly business reports
- Execute client orders
- Booking trades on internal risk system
- Client Cash management
Minimum Requirements:
- Grade 12/Matric
- Tertiary Qualification/ Degree
- CFP qualification with the keen interest in the financial markets will be advantageous
- 2-3 years preferably in stockbroking and share management
- Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- Proficient in both spoken and written English and at least one other of the official South African languages
Skills & Competencies:
- Numerical skills
- Interpersonal skills
- Communication skills (Verbal & Written)
- Attention to detail
- Problem solving
- Industry Specific knowledge
- Analytical skills
- Lateral thinking
- Leadership skills
- Willingness to work hard
- Positive Attitude
- Integrity
- Good People skills
- Work individually and in a team
Closing date: 08-Jun-2026
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Job description:
- The Claims Manager will be responsible for registering personal and commercial lines claims as requested from client or adviser on the systems or at the relevant product provider following the claims processes.
Responsibilities:
- Receive claim from the client or adviser and make sure that cover is in place and premiums paid up to date.
- Register personal and commercial lines claims on relevant system or at the product provider.
- Request outstanding information / documents from the client.
- Appoint assessor where applicable.
- Follow the claims process and procedures.
- Follow claims up and provide assistance to the provider and client where needed.
- Provide regular feedback to the client and adviser on the progress of the claim.
- Report complicated claims, rejections to management before speaking to the client.
- Finalise claim and upload all documents to myPractice under the clients profile on notes.
- Ensure that all processes are in place, if not, request adviser / team leaders assistance.
Minimum Requirements:
- Grade 12
- Fully computer literate (MS Word, Excel, and Outlook)
- NQF Level 4 – Full qualification (short-term insurance)
- Successfully completed the RE 5 Examination (Representatives)
- A minimum of 5 years working experience within the short-term Insurance industry in claims administration and underwriting
- Previous experience in HCV/Transport Insurance within claims and underwriting
- Previous experience with Insurer Systems (1Web, Santam, Hollard, OMI, SAFIRE)
- DOFA confirmation from FCSA
- Proficient in both written English and at least one other of the official South African languages
- Own Transport and valid Driver’s License
Competencies:
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organising skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills
- Resilient with a good level of stress tolerance
- Highly client-focused with good interpersonal skills
Closing date: 02-Jun-2026
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Job description:
- PSG has an exciting opportunity for an applicant who will be responsible for primarily performing the tasks that comprises of after sales service offering to customers, thereby contributing to the ongoing customer relationship.
- The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service Model and Procedures. You will be required to hold a moderate level of technical knowledge to perform the role. The role needs excellent relationship management, secretarial and administrative skills.
Responsibilities:
- Interact with clients (management of relationships and providing client services)
- Underwriting coordination & administration
- Maintain shared mailbox within the agreed service level agreement (SLA)
- Assist with member queries
- Administer all products & processes, including claims and billing *Claims include Withdrawal (Retirement, Resignation, Retrenchment, Dismissal) & Risk Claims (Life, Disability, Critical Illness, Funeral)
- Stay up to date with industry & legislative changes
- Ensure FICA & FAIS compliance
- Assist with member education sessions
- Process client queries and instructions
- Maintain CRM system
Minimum requirements:
- Matric/Grade 12
- NQF5 Wealth Management Certificate/diploma
- RE5 (Representative Regulatory Exam) completed
- Minimum 2 - 3 year’s relevant work experience (Employee Benefits) within the financial industry
- Proficient in both spoken and written English and at least one other of the official South African languages
Competencies required:
- Client services and telephone etiquette
- Planning and organizing skills
- Team-player
- Ability to work under pressure
- Time management skills
- Excellent computer literacy and knowledge of MS Office – Excel, Word
Closing date: 02-Jun-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 financial 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:
- PSG has an exciting opportunity exciting opportunity for an applicant who will be responsible for Employee Benefit administration and client services
Responsibilities:
- Assist members with the application process withdrawal and group risk claims
- Assist members with queries
- Engage with employers and administrator
- Ensure CRM data is up to date and accurate
- Identifying and providing leads to colleagues in other PSG Wealth service lines
- Keeping up to date with provider amendments
Minimum requirements:
- Completed Bachelor’s degree (Preferably majoring in Administration, Business Management, Management, Investment Planning/ Risk Management) or BCom (Economics)
- 0 -2 Years experience in risk and retirement industry in the financial services industry
- Strong proficiency in English (verbal & written)
- Strong technical and administrative skills
Competencies required:
- Customer Service
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 09-Jun-2026
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Job description:
- An opportunity exists for a L&D Coordinator to work within a growing financial services organisation. The successful candidate will be responsible for the process of sourcing, selecting, engaging, and processing potential bursars and graduates in line with our strategic objectives. The role further provides administrative support to the Learning and Development function.
Responsibilities:
- Coordinate the delivery of live induction, new starter training, and other learning and development sessions.
- Administration and support for graduates throughout their programme
- Coordination and Implementation of Graduate training
- Ensure learning materials are fit for purpose and delivery is tailored for the particular audience
- Monthly reporting for BEE Analytics
- Maintain relationships with PSG line managers
- Assist the HR Team with any ad-hoc requests as and when required (proposals, analytics)
- Training Console administration
- Provision of administrative support to learning and development
- SETA Grant Applications | Manage SETA Received Funding
- Monthly capturing of training expenditures on the Skills Development template
- Advise upon and assist the Employer to develop a Workplace Skills Plan (WSP) which complies with the requirements/ quality assurance of the SETA.
- Assist the Employer to draft an ATR on the implementation of WSP, and to the relevant SETA.
- Act as the contact person/communicator between the Employer and SETAs.
- Serve as a resource regarding all aspects of skills development.
- Communicate within the companies concerning SETA requirements & offerings.
- Organize quarterly SDL & EEQ meetings.
- Ensure effective and efficient coordination of learning programs and related tasks.
- Manage, control, and reconcile all purchase orders and expenses within allocated budgets.
- Quality control of all learning records & documents.
- Load training interventions on iBase Training Console.
- Oversee on-the-job training for both external and internal staff, including monitoring and evaluation.
Minimum requirements:
- Diploma or tertiary qualification in Human Resources
- Demonstrated ability to influence stakeholders
- Strong service delivery orientation and performance mindset
- Proficiency in reporting and presentation skills
- Ability to work effectively in fast-paced environments
- Advanced knowledge of MS Excel, plus proficiency in MS Word, MS Outlook, and PowerPoint
Advantageous (Preferred but not essential):
- Experience in learning and development initiatives
- Knowledge of universities, Technikons, and their degree offerings
- Experience within a financial services environment
Competencies required:
- Strong attention to detail
- Analytical skills
- Strong communicator (verbal and written)
- Solutions-oriented
- Negotiating and influencing skills
Closing date: 26-Jun-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 Advisers.
- In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, 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
- Team management
- 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
- Diary management
- Reporting of new business statistics
- Preparation of insure review appointments
- Maintaining CRM systems
Minimum requirements:
- Postgraduate Diploma in Financial Planning (CFP advantageous)
- 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: 11-Jun-2026
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Job Description:
- The Product manager is responsible for the team providing support to product development, implementation, and pricing activities for PSG Wealth’s range of investment products.
- This will include ensuring accurate and timely provision of technical calculations, financial modelling and analyses in relation to pricing reviews, product investigations and competitor comparisons.
- The product development, implementation and maintenance activities apply across the PSG Wealth business, including PSG Life, PSG Invest and PSG Securities.
Responsibilities:
- Manage the team of product analysts supporting the Fund and Securities business units within PSG Wealth
- Support the development and implementation of new products or product enhancements by performing calculations on product pricing, revenue and expense impacts as well as performing ongoing product investigations and competitor comparisons.
- Support the ongoing business strategy by ensuring that the product pricing remains competitive and profitable across the PSG Wealth business units. This will involve performing and overseeing calculations and investigative work for ongoing pricing reviews for both the Fund and Securities platforms, including product and pricing support for both the Advised and Online distribution channels.
- Support the consideration for special or large transaction platform fee requests.
- Provide and oversee support to the sales team on client queries, operational matters or data requirements.
- Provide reporting to the PSG Life Board and Retirement Fund Trustees on platform related matters and ESG controls.
- Oversee product maintenance activities on our investment and wealth products, which will include providing technical input into the investment platform’s client interfaces and reports.
- Support the delivery of accurate tools and calculators used by PSG Wealth and our distribution network (advisors), including the maintenance of tools and investment tools (e.g. Reg28 calculator, income tax).
- Manage the team providing platform fund maintenance, e.g. new and ongoing fund due diligence and tracking of performance and sales commitments.
- Participation in the Platform Product committee and reporting to stakeholders.
- Provide input for articles published in newsletters such as Platform Weeklies and Wealth Perspective articles
- Maintain control standards of all work performed by the team and inform business of developing or new risks
Minimum requirements:
- University Degree majoring in either Investment Management, Insurance mathematics, Actuarial Science or Financial management.
- Past experience with LISP platforms and long term savings and investment product development
- Pricing experience on wealth and investment products, such as living annuities, PSP, endowments
- Programming and modelling skills, specifically financial modelling
- High level of computer literacy, especially SQL, MS Excel, MS PowerPoint, PowerBI and VBA.
- Familiarity with Morningstar reporting products
- Past team management experience
- 7+ Previous work experience in a related role (Life company / LISP / Asset manager) preferable.
Skills/ Competencies:
- Strong mathematical and analytical skills.
- Financial modelling
- Life and invest product knowledge, for example voluntary investments, retirement annuities and endowments.
- Self-management skills.
- People management skills.
- Communication skills (verbal & written).
- Time management skills.
- Proactive.
- Attention to detail.
- Able to run on own with tasks.
- Overtime may be required on occasion, particularly over year-end and quarterly reporting.
- Must be able to work under pressure
Closing date: 12-Jun-2026
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Job description:
- To provide underwriting and claims assistance, to the Advisers. The position will focus on commercial and personal Lines.
Responsibilities:
- Daily task prioritizing
- Overseeing office WhatsApp line & office email inbox.
- Setting up monthly team meetings, topical to New Business, Cancellations, Claims, Renewals and identifying problem areas and solutioning with team and record keeping of meeting minutes.
- Maintaining E-signature templates according to PSG/Insurer standardized documents.
- Supporting with compliance audits to ensure any discrepancies are attended to and rectified.
- Commission reconciliation of new business/referrals and commission statements.
- Client visits along with adviser as required.
- Creating and maintaining client asset registers where relevant.
- Preparing quotes according to PSG Summary Needs Analysis compiled with clients.
- Compiling quote summaries for commercial policies and submitting quote requests to commercial insurers.
- Preparing standard docs such as PSG quote comparison relating to received quotes for adviser to discuss with client.
- Processing accepted quotes, preparing relevant onboarding documents.
- Ensuring compliance requirements are met and supporting documents uploaded.
- Overseeing welcome packs and supporting documents are distributed timeously.
- Managing client folders in Sharepoint.
- Updating renewal lists following activation of policies.
- Retrieving relevant supporting documents from clients according to insurer requirements, COC’s, LPG installation certificates, tracking device certificates etc.
- Overseeing policy amendment tasks are completed and correspondence uploaded.
- Attending to Insurer queries and record keeping of correspondence to clients.
- Ensuring Policy changes are communicated to clients timeously.
- Facilitating insurer surveys with clients.
- Scheduling confirmation of cover of client’s assets under finance contracts and distributing coc’s to finance houses according to schedule.
- Processing and communicating cancellations accordingly.
- Ensuring unpaid premiums are communicated to clients timeously and arranging alternative payments
- Dedicated claims processing with efficiency, overseeing claims.
- Efficient record keeping of claim progress and correspondence to & from insurer/client/Service providers.
- Obtaining relevant claim documents from various parties as required.
- Liaising with clients, assessors and service providers regarding claims.
- Attending to client emergencies after hours.
- Adequate record keeping of policies & renewal dates scheduling.
- Ensuring policy renewal packs are distributed to clients two months before renewal dates.
- Ensuring client appointments have been scheduled for renewals.
- Creating tasks and attending to policy amendments following renewal meeting
Minimum Requirements:
- Grade 12/Matric
- Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- NQF Level 4 Certificate in Short term insurance (150 credits)
- RE 5 Certificate
- Minimum 5 years relevant personal lines underwriting experience in the short-term insurance industry (Commercial lines is an advantage)
- Fluent in written and spoken English and one other official South African language
Competencies Required:
- Own transport/be able to commute to the office
- 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
Closing date: 15-Jun-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 Wealth Administrator to provide an efficient administrative & planning support function to the Advisers.
- In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.
Responsibilities:
- Handling administration related to risk portfolios
- Handling administration related to Investments
- Handling switches
- Portfolio management and administration
- Compliance management
- Monthly review schedules / Annual revisions / FAIS and FICA outstandings
- Life companies to facilitate quotes
- Interact, manage and provide effective client service
- Implement new business
- Prepare client files
- Process client queries and instructions
- Maintain the CRM system
- Reporting
Minimum Requirements:
- Matric/Grade 12
- NQF5 Wealth Management Certificate
- RE5 (Representative Regulatory Exam) completed
- 2 - 3 years’ minimum experience (life and Risk) in Financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
Competencies:
- Team player
- Attention to detail
- Professional email and phone etiquette
- Ability to work independently
- Initiative
- Adaptable and fast learner
- Strong verbal and written communication skills
- Good administration, organisation, and planning skills
- Able to handle admin pressure
- Computer literate (MS Outlook, Excel, Word, CRMs)
Closing date: 02-Jun-2026
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Job description:
- This is an opportunity for a dynamic Wealth Adviser to join a well-established office.
- In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.
Responsibilities:
- Financial advice and planning
- Handle and solve client enquiries
- Compile and process of new policy applications, administration and compliance
- Business maintenance and development
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- CFP Qualification
- Regulatory Exam (RE5) for Representatives passed
- 3 years’ experience in a financial service environment
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- Valid driver’s license and own vehicle
Competencies required:
- Analytical thinking
- Customer Service
- Presentation skills
- Analytical skills
Closing date: 03-Jun-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’ll receive world class training and development, guided by seasoned and established financial 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:
- The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. In your 18-month programme, you will play a large role in ensuring new business implementation, marketing plan implementation and client support.
Responsibilities:
- Gather Policy information
- Compile a summary of information
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing on Excel
- 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
Minimum requirements:
- Completed BCom Degree (Preferably majoring in Finance, Investment Planning, Risk Management, Financial Planning) or BCom (Economics)
- Must have no more than 2 years experience in the financial services industry
- Strong technical and administrative skills
Competencies required:
- Customer Service focused
- Task driven
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 08-Jun-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’ll receive world class training and development, guided by seasoned and established financial 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:
- The successful candidate will be responsible for supporting the wealth advisers, management and 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
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing
- 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
- Deal with Employee Benefit Service-Related Queries.
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- 0-2 Years experience in the financial services industry
- Strong technical and administrative skills
- Proficient in both spoken and written English and at least one other of the official South African languages’
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 08-Jun-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’ll have a full-time role while receiving world class training and development, guided by seasoned and established financial 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:
- The successful candidate will be responsible for supporting the wealth advisers, management and 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
- Preparing of Client Reviews
- Data capturing
- Handle new application and quotations
- Fast efficient onboarding, preparation, follow up and completion of reviews, new business, servicing and compliance.
- Handle and solve client enquiries (all existing business enquiries)
- Maintain CRM system
- Ensure clients’ myPractice and OneDrive profiles are updated and accurate.
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Building relationships with clients ensuring easy servicing and reporting on non-advice queries and to ensure client retention and satisfaction
- Maintain records of all transactions using myPractice Notes. Turnaround times for transactions to be within given timelines.
- Maintain Service Level agreement deadlines
- Ensure that advisers maintain high compliance, FAIS and review statistics and provide reports where necessary. Compliance records and FICA updates to be at standard.
- Load new/existing business policies
- Attend regular product, platform and process training and participate in personal professional development initiatives
- Comply with administrative standards and procedures as implemented by the administration manager.
- Initiate open and constant communication with advisers to ensure effective workflows
Minimum requirements:
- Completed BCom Degree (Preferably majoring in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Economics)
- 2 years experience in the financial services industry within an advisory firm
- Proficient in both spoken and written English and at least one other of the official South African languages
- Strong computer literacy (MS Office)
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 12-Jun-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’ll receive world class training and development, guided by seasoned and established financial 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:
- The successful candidate will be responsible for supporting the Fiduciary Advisor and other staff members, as appointed by the Fiduciary Advisor in the administration of deceased estates. Interacting with clients by managing relationships and providing client service.
Responsibilities:
- Gather deceased client information via telephone and/or emails from family members.
- Consultations with the family members of the deceased to gather information.
- Compile a summary of information.
- Preparation of information to be submitted to the Master of the High court.
- Travelling to the Master of the High Court and/or Magistrate courts.
- Handle and solve enquiries at the Master’s Office.
- Preparing monthly update reports for clients.
- Data capturing on Legal Ease.
- Bank Reconciliation of deceased estates.
- Research product information.
- Handle and solve general client enquiries.
- Maintain office filing system of deceased estate files (hard copies) and on the internal office server.
- Telephone calls to clients and or other institutions.
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)/ LLB
- 0-2 Years experience in the financial services industry within Trust/Estate Services
- Strong technical, administrative and accounting skills
- Proficient in both spoken and written English and at least one other of the official South African languages’
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 09-Jun-2026
Method of Application
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