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...
Read more about this company
Job description:
- To provide underwriting assistance and admin support to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
- Liaising with clients
- Prepare new business and commercial quotes
- Issuing new policies, renewals, and endorsements
- Negotiating renewal terms and preparing the renewal documentation
- Register and process claims
- Recordkeeping (electronic)
- Obtaining the correct information from clients, recording details and information accurately on the relevant systems
- Provide administrative support
Minimum requirements:
- Grade 12
- NQF Level 4 Short Term Insurance qualification, alternatively studying towards such a qualification
- Successfully completed the RE 5 Examination (Representatives)
- Relevant short term insurance administration experience, knowledge, and skills (personal and commercial lines)
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
Competencies required:
- Planning and organising skills with excellent Time management
- Highly client focused with good interpersonal skills and good attention to detail
- Resilient with a good level of stress tolerance
- Communication skills (verbal and written)
- Team Player
Closing date: 22-Jul-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 will receive world class training and development, guided by seasoned and established 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:
- 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)
- RE5 will be advantageous
- Proficient in both spoken and written English and at least one other of the official South African languages
- 0-2 Years experience in the financial services industry
- Strong technical and administrative skills
- Computer literacy (MS Office)
- FAIS Compliant and completed supervision
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 29-Jul-2026
go to method of application »
Job description:
- Reporting to the Healthcare Manager the successful applicant will, in a professional way, provide an effective and efficient conduit between PSG and the client (employer groups and members) by building employer and member relationships, medical aid reporting, reviews and training at large employer groups, resolving employee queries, giving advice on alternative medical insurance options, resolving claims queries, processing applications, providing billing information, coordinating wellness initiatives, wellness and chronic disease reporting.
- Engaging with existing and new clients to identify and close new business opportunities.
Responsibilities:
- Client Services
- Identifying new business opportunities within the client base, as well as growing the client base through new accounts.
- General Administration
Minimum requirements:
- Grade 12 / NQF5 in Wealth Management
- 3 years of healthcare specific experience
- Systems, policy and financial services industry knowledge
- FSB registration preference (RE5)
- FAIS/FICA compliant
- CMS registration
- Ability to do presentations to clients
- Excellent computer literacy and knowledge of MS Office – Excel, Word
- Own car and valid driver’s license
Competencies required:
- Communication skills – verbal and written
- Planning and organizing skills
- Team-player
- Ability to work independently
- Resilience
Closing date: 27-Jul-2026
go to method of application »
Responsibilities:
Strategic Leadership & Competitive Positioning
- Develop, execute and monitor the Healthcare strategy and divisional roadmap aligned to business objectives.
- Monitor legislation, industry developments, competitor activity and market trends to identify risks and opportunities.
- Identify new products, services and growth opportunities that strengthen the Healthcare value proposition.
- Drive innovation, continuous improvement and strategic initiatives.
- Present annual business plans and quarterly strategy updates to Executive Management.
Organic Growth of the Client Portfolio
- Develop and implement strategies to achieve sustainable organic growth.
- Identify and secure new Healthcare Solution opportunities.
- Maintain a healthy business development pipeline.
- Partner with Marketing and Wealth Advisory to generate quality leads.
Client Retention & Cross-Sell Opportunities
- Identify opportunities to expand the healthcare offering within existing employer groups.
- Promote appropriate cross-sell opportunities, including gap cover, primary care, wellness, EAP and individual member retention solutions.
- Support the retention of individual members who leave employer groups, where appropriate.
- Identify at-risk clients and implement retention strategies.
Client Relationship Management
- Build long-term relationships with key clients and stakeholders.
- Lead annual client benefit reviews.
- Ensure high levels of client satisfaction and retention.
- Support consultants with complex client matters, escalations and strategic recommendations.
Healthcare Consulting & Benefit Strategy
- Provide strategic healthcare consulting to employer groups, including medical scheme, gap cover, primary care and wellness solutions.
- Analyse client demographics, claims experience, utilisation trends and contribution structures to identify risks, savings opportunities and benefit improvements.
- Lead annual healthcare strategy and benefit review processes for key corporate clients.
- Recommend appropriate healthcare solutions aligned to client needs, affordability and employee profile.
- Support clients with year-end planning, option change strategies, member communication and implementation.
Operational Excellence
- Review and improve business processes.
- Evaluate business systems and technology.
- Drive automation and workflow efficiencies.
- Monitor service levels and operational performance.
Compliance & Governance
- Ensure compliance with relevant legislation, including FAIS, Medical Schemes Act, POPIA, FSCA requirements and other applicable employee benefits legislation.
- Manage audits and regulatory reporting.
- Support internal compliance, audit and governance processes, where applicable.
- Maintain governance and risk frameworks.
Leadership & Talent Development
- Lead, coach and support Account Executives, Member Consultants and Administrative Support teams.
- Implement succession planning.
- Manage performance and promote accountability.
Stakeholder Management
- Maintain strong relationships with corporate clients, internal stakeholders, compliance partners and Executive Management.
Provider & Scheme Relationship Management
- Maintain strong working relationships with medical schemes, gap cover providers, primary care providers, wellness providers and administrators.
- Manage provider service expectations, turnaround times and escalation processes.
- Ensure provider data, commission reports and client lists are received timeously and accurately.
- Monitor provider performance and identify service or product concerns that may impact clients.
Client Servicing & Delivery Oversight
- Oversee the delivery of healthcare consulting services across the client portfolio.
- Ensure consultants have clear client service plans, annual review timelines and communication strategies.
- Monitor service quality, escalations, response times and client feedback.
- Ensure consistency in client reports, benefit review presentations, implementation processes and member communication.
- Support consultants with complex client matters, escalations and strategic recommendations.
Reporting & Business Performance
- Report on revenue, profitability, client retention, pipeline, compliance, operational performance and strategic initiatives.
Minimum Requirements:
- Bachelor's Degree in Commerce, Finance, Business Management or related field.
- RE5 qualification.
- Relevant FAIS-recognised qualifications.
- Postgraduate qualification (MBA/MCom) advantageous.
- 10 years relevant work experience with an excellent understanding of insurance and medical industry
- Computer literacy (MS Office – advanced MS Excel and PowerPoint)
- Extensive Healthcare Services leadership experience.
- Strong commercial, financial and strategic acumen.
- Experience growing client portfolios.
- Excellent stakeholder management and leadership capability.
Key Performance Indicators (KPIs)
- Organic growth of the Healthcare client portfolio.
- Revenue and profitability growth.
- Client retention and satisfaction.
- Successful execution of strategic initiatives.
- Regulatory compliance and governance.
- Operational excellence.
- Leadership, succession planning and team development.
Closing date: 27-Jul-2026
go to method of application »
Job description:
- The Underwriter is primarily responsible for performing after sales service offering to clients, thereby contributing to the ongoing client relationship. The focus of the role is to provide quality service and maximise client retention and referral, in line with the Practice Service model and procedures.
- The role needs excellent client relationship management and office administrative skills.
Responsibilities:
- Source and negotiate terms with insurers, compare quotes, and select the best cover for the client's risk profile.
- Prepare quotations, schedules, and policy documentation accurately and within SLA turnaround times.
- Process renewals, endorsements, and mid-term adjustments.
- Ensure compliance with FAIS, POPIA, and insurer underwriting guidelines.
- Assist with claims queries where underwriting input is needed (e.g., confirming cover, liaising with insurers).
- Maintain accurate CRM/policy admin records.
- Meet production, retention, and profitability targets set by the brokerage.
- Stay current on industry trends and insurer product changes
Minimum requirements:
- Matric/Grade 12 & NQF Level 4/5 in short term insurance - Essential
- RE5 (Regulatory Exam) completed
- Min of 8 years’ relevant short term insurance underwriting experience, knowledge and skills (Commercial)
- Proficient in both spoken and written English and at least one other of the official South African languages
- Solid working knowledge of commercial classes of business (property, liability, motor fleet, etc.
- Proficient in MS Office including Excel and underwriting/policy administration systems including product provider systems including Santam and Old Mutual Insure systems
- Valid driver's licence and own reliable transport
Competencies required:
- Warm, personable, and genuinely enjoys engaging with clients daily.
- A strong relationship-builder who focuses on long-term client retention, not just processing business.
- Able to work well within a team environment and collaborate with colleagues and other departments.
- A confident communicator and negotiator, comfortable liaising with both clients and insurers.
- Detail-oriented and methodical, given the financial consequences of underwriting decisions.
- Calm and professional under pressure, including with frustrated or demanding clients.
- Self-motivated and organized enough to manage a full portfolio without things slipping through the crack
Closing date: 28-Jul-2026
go to method of application »
Job description:
- PSG has a great opportunity for an individual who will do software development on the CRM platform and client facing portals used by PSG Advisers nationally. The candidate will report to the Applications Development Manager
Responsibilities:
- Develop components of the CRM platform, as well as the client facing portals, in conjunction with our external software development partner.
- Develop components of the Android & Apple client apps.
- Develop according to the future architecture of the software stack and make suggestions to improve the current architecture.
- Work along with the BAs and Testers, as well as maintain an excellent working relationship with our external software development partner.
- Follow current coding practices and suggest improvements.
- Display a customer service approach to the users (Advisers and internal business) of the CRM platform
Minimum requirements:
- A relevant tertiary bachelor’s qualification i.e. BSc in Computer Science, Software Engineering
- C# development experience
- Experience with “Modern JavaScript libraries” – Angular, Underscore, KnockoutJS
- SQL Server experience
- Good understanding of the software development process
Recommended requirements:
- Experience in related roles in the financial services industry
- PHP knowledge
- Experience in CRM and client portal solutions, as well as Android & Apple development
- Agile / Scrum experience
- Flutter experience would be beneficial / advantageous
Competencies required:
- Effective communication and knowledge sharing abilities
- Analytical thinker
- Problem-solving skills
- Attention to detail
- Advanced communications skill
Closing date: 18-Jul-2026
go to method of application »
Job description:
- We are looking for a proactive and analytical Junior Finance Analyst to support the CFO by delivering accurate financial reporting, analysis, and insights that enable informed business decisions.
- The ideal candidate will be able to work independently after receiving direction, demonstrate initiative, and collaborate effectively within a small finance team and across the business.
Responsibilities:
- Compile monthly operational reporting for CFO review
- Assist CFO with monthly management reporting for CFO review
- Assist STA manco with ad hoc operational reporting for CFO review
- Assist CFO with ad hoc financial and operational requests/projects
- Investigate variances with STA in operational monthly reporting
Minimum requirements:
- Completed BCom Accounting or Finance, or Finance related degree
- Min 2 years’ experience within a finance environment
- Computer literacy (MS Office suite, Accpac or similar accounting package)
- Minimum Intermediate Excel proficiency
- Proficient in both written and spoken English
Competencies required:
- Must be comfortable working independently after direction has been given.
- Candidate must demonstrate initiative in daily tasks and proactively identify opportunities to add value.
Closing date: 20-Jul-2026
go to method of application »
Job description:
- Western National Insurance is seeking a motivated Junior Actuarial Analyst to support the Pricing team.
- This role is primarily focused on supporting pricing model development and data analysis, with a strong emphasis on building Python-based data and modelling capability.
- The role will also provide exposure to reserving processes and modelling, including supporting data preparation and system implementation activities.
- The successful candidate will gain practical experience in pricing while contributing to key short-term deliverables.
Responsibilities:
- Assist with data extraction, cleaning, and preparation using Python and SQL
- Support development and testing of pricing models (e.g. GLMs)
- Perform exploratory data analysis and basic statistical investigations
- Assist with pricing reviews, monitoring, and reporting
- Prepare clear and structured outputs for senior team members
- Contribute to automation and process improvements within pricing
- Maintain good documentation and version control of work
- Provide support to reserving data preparation and validation processes
- Assist with testing and implementation of reserving tools/systems
- Support basic reserving analyses under guidance
- Maintain clear documentation of reserving-related work
Minimum requirements:
- Degree in Actuarial Science
- 1+ years’ experience in short-term insurance
- Demonstrated experience building or supporting pricing models
- Progress with actuarial exams
Core Technical Skills:
- Working knowledge of Python (data manipulation and analysis)
- Basic understanding of statistical methods
- Basic understanding of actuarial concepts including pricing and reserving
- Excel proficiency
- SQL exposure (advantageous)
Key Attributes:
- Strong attention to detail
- Willingness to learn and develop technical skills
- Ability to work in a structured, delivery-focused environment
Closing date: 31-Jul-2026
go to method of application »
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:
- To provide assistance to the Insure Adviser. The position will focus on short-term insurance specifically.
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:
- Matric Certificate
- Relevant Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management or BCom (Economics)
- 0 – 2 financial services experience
- Computer literacy (MS Office)
- Proficient in verbal and written English and at least one other official South African languages
Skillset Required:
- Strong communication skills
- Good administration skills
- Planning and organising skills
- Time management skills
- Highly client focused with good interpersonal skills
- Resilient with a good level of stress tolerance
- Adherence to Strict Deadlines
Closing date: 16-Jul-2026
go to method of application »
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:
- 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)
- Proficient in both spoken and written English and at least one other official South African language (Advantageous)
- 0-2 Years experience in the financial services industry
- Strong technical and administrative skills
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 28-Jul-2026
go to method of application »
Job Overview
- The Member Consultant: Healthcare is responsible for the day-to-day, on-site servicing and administration of healthcare employer groups. Under the guidance of the Healthcare Account Executive, this role requires active engagement with client HR departments and employees through face-to-face consultations.
- The consultant will be involved in advising on healthcare-related products, resolving queries, conducting member training, assisting with billings, and facilitating onboarding and renewals.
- This role also includes significant travel to client sites, and a reliable vehicle and a valid driver’s license is essential.
Responsibilities
Member Support
- Resolve day-to-day member queries within SLA for assigned employer groups.
- Respond timeously to client enquiries, escalating complex matters to the Account Executive.
- Facilitate onboarding for new employees, including plan selection guidance.
- Provide face-to-face query resolution to HR/Payroll and members.
- Deliver client induction presentations and renewal training.
- Assist in developing and rolling out healthcare strategies under guidance.
- Manage relationships between clients and healthcare providers.
- Present products and updates to members and HR groups.
- Support healthcare project rollouts and identify cross-selling opportunities.
- Serve as back-up to other consultants when required.
Administrative and Policy Support
- Maintain accurate and compliant client records.
- Track policy amendments, claims, applications, and coverage changes.
- Monitor the implementation and administration of group healthcare plans.
- Schedule meetings, wellness days, and client presentations.
- Ensure accurate data capture and effective documentation on all admin systems.
Client Relationship Management
- Serve as a key contact point for clients and third-party providers.
- Build trusted relationships with HR/Payroll and assist with their queries (including billing and scheme benefits).
- Provide training to HR on internal procedures and processes.
Compliance and Regulatory Oversight
- Ensure compliance with FAIS, POPIA, and the Medical Schemes Act.
- Maintain “fit and proper” status and complete CPD in a timely manner.
- Use the approved ROA and ensure it is shared in compliance with regulations.
- Attend training sessions to stay updated with industry knowledge.
- Offer and explain complimentary products such as gap cover where applicable.
Reporting and Risk Management
- Keep updated and secure records in line with confidentiality protocols.
- Alert the Account Executive or Senior Management to any client risks.
- Generate relevant reports on client activities and queries.
Minimum Requirements
- NQF5 qualification and RE5
- 3–5 years of relevant experience in healthcare/medical aid within financial services.
- Proficient in English and at least one other official South African language.
- Computer literate (MS Office)
- Valid driver’s license and own reliable vehicle (non-negotiable).
Competencies Required
- Strong organisational and multitasking abilities.
- Effective presentation and communication skills.
- Attention to detail and discretion in handling sensitive information.
- Ability to work independently and manage time effectively.
- In-depth knowledge of healthcare benefits, medical schemes, and industry legislation.
- Proficiency in the MS Office Suite (Word, Excel, Outlook, and PowerPoint), with advanced Excel skills, including the use of VLOOKUP/XLOOKUP functions, Pivot Tables, data analysis, and reporting.
Closing date: 17-Jul-2026
go to method of application »
Job description:
- To provide underwriting assistance to the Advisers. The position will focus on personal lines.
Responsibilities:
- Source quotes across insurer panels and recommend suitable cover to clients.
- Issue policy documents, schedules, and endorsements accurately and on time.
- Process renewals, mid-term adjustments, and cancellations.
- Handle day-to-day client queries and explain policy terms clearly.
- Identify cross-sell and upsell opportunities within the client portfolio.
- Manage renewal retention through effective client negotiation.
- Maintain accurate records on the policy admin/CRM system and meet production targets
Minimum requirements:
- Matric/Grade 12 & NQF Level 4/5 in short term insurance - Essential
- RE5 (Regulatory Exam) completed
- Min of 5 years’ relevant short term insurance underwriting experience, knowledge and skills (Personal Lines)
- Proficient in both spoken and written English and at least one other of the official South African languages
- Solid working knowledge of personal lines classes (motor, household/buildings, contents, all-risk, personal liability).
- Proficient in MS Office including Excel and underwriting/policy administration systems including product provider systems including Santam and Old Mutual Insure systems
- Comfortable and confident engaging with clients telephonically and in person daily
Competencies required:
- Warm, personable, and genuinely enjoys talking to people — this is a daily, relationship-driven role, not a back-office number-crunching job
- Patient and a good listener; personal lines clients often need things explained simply and reassuringly (it's their home, car, or family's cover)
- Trustworthy and reliable — clients need to feel confident handing over sensitive financial and personal information.
- Calm under pressure; can handle frustrated clients (e.g., after a claim or a premium increase) without getting rattled
- Detail-oriented and methodical, since underwriting errors have real financial consequences.
- Self-motivated and organized enough to manage a full portfolio of renewals without things slipping through the cracks
- Team player who collaborates well with claims and other departments to sort out client issues quickly
Closing date: 28-Jul-2026
go to method of application »
Job description:
- PSG has a great opportunity for an individual who will function as the link between business objectives and technology development capabilities. The candidate will primarily be involved in the analysis and support of functionality
Responsibilities:
- Develop business requirement specifications through well facilitated discussions and interviews with relevant stakeholders
- Responsible for looking at tickets, following up with Business when feedback is required and following up with Developers
- Document existing business processes and develop and document new business processes
- Develop functional and technical specification documentation
- Primary interface between business representatives and technical resources for the development or implementation of business applications
- Workshop or hold JAD sessions to gather requirements and drive workshops when necessary
- Liaise with relevant stakeholder management to prioritize project deliverables
- Transfer of “care, custody and control” of new processes and applications to the business owners, including user training and support
- Effective coordination of the projects and their inter-dependencies and any risk and any other issues that may arise. This includes timeline and milestones management
- Continuously identify and implement incremental improvements to current processes, independent of larger project deliverable
Minimum requirements:
- BCom / BSc degree
- Minimum of 5 years' Business Analysis experience in the financial services industry
- Understanding of the software development process
- Experience in financial services industry
- Good negotiation ability and communication abilities
- Ability to effectively translate business requirements in technology terminology.
- Ability to explain technical issues back to business for decision making.
Competencies required:
- Business acumen and entrepreneurship
- Analytical thinker
- Problem-solving skills
- Agile / Scrum experience
- Proven skills in managing small to medium size team
- Knowledge of wealth management and adviser value proposition requirements advantageous
- Negotiating and influencing skills
- Reporting and presentation skills
- Innovative
- Assertive
- Attention to detail
- Project Management
- Advanced communications skills
- Change management and coaching skills
- IT innovation and acumen
Closing date: 31-Jul-2026
go to method of application »
Job description:
- This role requires a Technical Wealth Product Specialist in the Financial Services environment with experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team.
- The role is overall responsible to support a large national network of advisers with complex advice related matters in PSG Wealth. This includes working closely with product providers ensuring that our product suite remain competitive.
Responsibilities:
- Support to the senior subject matter expert on the large case review process
- Sound knowledge of financial products (investments, share portfolios and life & risk)
- Ability to understand suitability of product recommendations with advice proposals/matters including but not limited to adviser focused meetings and responding to technical product or advice related queries
- Aspire to become a subject matter expert on the 6-step digital advice process (supported by Elite Wealth)
- Provide support with Wealth product provider and product due diligence team & ongoing support & introduce efficiencies within team
- Stakeholder engagement: Coordinate engagement sessions between internal and/or external stakeholders
- Ability to engage with financial advisers on a junior to senior level
- Strategy: Keep track on team projects and providing support in moving them across the line
- Report on the progress of projects & ad hoc business projects undertaken by various members to various management committees
- Apply analytical thinking to solving defined and routine problems
- Adapting and responding to change.
- Research on ad hoc projects.
Minimum requirements:
- Matric certificate
- Degree in Financial Management / Financial Planning or related
- Postgraduate Diploma in Financial Planning / CFP (Advantageous)
- A minimum of 3 years’ experience dealing with investment products, life insurance, medical aids (advantageous) in the financial services industry
- Must be proficient with PowerPoint, Word and Excel
Skills/Competencies
- Exposure to working directly with financial advisers
- Ability to analyse and critique record of advice proposals
- Must have an in depth understanding of financial planning
- Must have an understanding of financial products
- Strong financial literacy
- Ability to present a client proposal/technical product/provider information to management
- An innovative mindset
- Excellent verbal and written communication skills
- Attention to detail and analytical skills
- Strong interpersonal and relationship building skills
- Proven ability to identify, assess and solve problems
- Highly adaptable and resilient
- High emotional intelligence
- Teamwork
Closing date: 17-Jul-2026
go to method of application »
Responsibilities:
Platform maintenance
- Upload research, stock reports and market news on PSG Online and PWM
- Whitelist maintenance and reporting
- Account, user and adviser maintenance in PWM and admin portal including IPS uploads, adviser mappings and entity creation
- Ensure any production issues on supported platforms are escalated timeously and tracked to resolution with our IT team or vendors
- Log development tickets required for long term resolutions or enhancements and drive to point of release into production
- Vendor management and engagement on supported platforms
Platform support
- Testing of new / upgraded functionality and regression testing on Iress; PSG Online and myPractice
- Prepare CAB submissions for Securities Platform development/changes which comply with CAB process to ensure new releases (Iress functionality + TOM enhancements) are rolled out effectively and on time
- Provide internal training and material on Iress products, PSG Online and myPractice
- Provide training to PSG advisers on Iress products, PSG Online and myPractice
- Manage rollout and training to PSG advisers on new features on supported platforms
- Drive adoption of new features by PSG advisers and users
- Maintaining and retaining advisor client relationships
- Assist with adviser queries on Securities products and platforms
- Assist offices with platform setup and remediations to align to model office
- Assist with Securities quarterly events
- Manage communications for production incidents and escalations
- Log incidents with IT team and the associated ORR and drive to resolution
Securities reporting
- Provide insight and data to support management reporting including Wealth Leadership adviser visits and monthly metrics pack
- Prepare presentations for office engagements and internal Securities reporting
- Prepare and update metrics packs
Minimum requirements:
- BCom finance/investments or similar
- Willing to complete Traders exam and RPEs
- Experience managing third party suppliers and ability to hold them accountable
- Experience with platforms supporting trading and/or portfolio management
- Experience in change management and rolling out new features to clients advantageous
Competencies required:
- Ability to work with large data sets
- Ability to problem solve and drive resolutions
- Numerical skills
- Analytical
- Interpersonal skills
- Product and system knowledge
- Ability to work independently
- Ability to work in a team and share knowledge
Closing date: 24-Jul-2026
go to method of application »
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
- Client portfolio management
- 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)
- Regulatory Exam (RE5) for Representatives passed
- 3 or more years’ experience in a intermediary financial service environment
- Computer literacy (MS Office)
- Valid driver’s license and own vehicle
Additional Requirements:
- CFP® Qualification ( Advantageous)
- Post Graduate Diploma in Financial Planning
Competencies required:
- Analytical thinking
- Customer Service
- Presentation skills
- Analytical skills
Closing date: 17-Jul-2026
go to method of application »
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:
- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
- 0-2 Years experience in the financial services industry
- Strong technical and administrative skills
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 20-Jul-2026
go to method of application »
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)
- 0-2 Years experience in the financial services industry
- 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: 20-Jul-2026
Method of Application
Build your CV for free. Download in different templates.
Gmail
Yahoomail