Trending Positions at PSG Konsult Ltd

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. The successful candidate will do automation testing on the PSG Wealth platform, as well as the client facing portals.

Responsibilities:

• Apply a client services view to testing to ensure the application not only works, but works intuitively
• Create test cases and test the functionality
• Run functional tests, customer scenario testing, stress testing, performance testing and scalability testing
• The ultimate goal is to iron out any bugs and improve the quality of the system as a whole
• Attended and contributed towards agile ceremonies (stand-ups, sprint planning, retros, etc)
• Adhered to our definition of done to factor in both functional and non-functional requirements (i.e. monitoring, resilience, negative testing, functional testing, performance testing)
• Have the ability to make process improvement suggestions
• Improved our automated smoke Testing coverage across our client facing websites
• Ensured our systems are always available by automating  of our smoke tests  
• Continuous relevant research of industry changes and trends
• Build capabilities to ensure a robust and scalable business solutions in future
• Design and document solutions that are aligned with client need

Minimum requirements:

• Relevant Bsc or Bcom degree
• Extensive experience in related roles in the financial services industry
• Min 3 – 4 years Test automation experience (Selenium, Robot Framework)
• Agile / Scrum experience
• Very good understanding of the software development process

Competencies required:

• Analytical thinker
• Problem-solving skills
• Attention to detail
• Advanced communications skills
• Knowledge of wealth management and adviser value proposition requirements

Closing date:    09-Apr-2026

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Job description:

• The successful candidate will be 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
• Effective stakeholder management- Keep management, users and developers informed of progress through effective communication and management of expectations

Minimum requirements:

• BCom / BSc degree or equivalent qualification
• Minimum of 4-5 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:    12-Apr-2026

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Job description:

• PSG is actively recruiting for a Cash Manager Administrator. Your responsibility will be to provide an effective and efficient service delivery of all Cash Management related activities to our clients.  
• This will provide an exciting and challenging career opportunity for someone who can work in a high pressure, deadline driven environment.
• This role also includes reception duties on a daily basis.

Responsibilities:

• Transacting on the online cash management system on a daily basis
• Client interaction to receive instructions and to obtain outstanding information
• Uploading of payment instructions
• Recording of day to day financial transactions
• Communication to clients regarding funds received and funds paid
• Investigating rejected and unpaid payments
• Managing clients’ cash investments to ensure they receive the best rates
• Opening of new client bank accounts
• Ensuring compliance with the relevant regulations
• Emailing of statements, income tax certificates and account confirmations
• Drafting of monthly rates newsletter
• Calculation of referral commission
• Assisting with company projects from time to time
• Reception duties – attending to walk in clients and managing the switchboard daily.

Minimum requirements:

• 3 years related Cash Management experience (Understanding of commissions in the insurance and financial industries will be an advantage)
• NQF5 Wealth Management or Grade 12 qualification
• Proficient in both spoken and written English and at least one other of the SA languages

Competencies required:

• Very strong numerical and analytical skills
• Deadline driven
• Good verbal and written communication skills in both English and Afrikaans
• Time management skills
• Advance Excel: 2 – 4 years

Closing date:    09-Apr-2026

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Job Description:

• Oversees and supports a claims team to ensure accurate, efficient, and compliant claim processing while driving performance and maintaining high customer service standards.

Responsibilities:

• Lead and support the handling of complex, high-value, or escalated claims, providing guidance to team members.
• Ensure all claims are processed in line with company policies, legal standards, and industry regulations.
• Maintain strong compliance oversight by monitoring quality controls and addressing any regulatory issues promptly.
• Drive excellent customer service by ensuring timely, accurate communication and resolving client complaints effectively.
• Promote fair, transparent, and consistent claims decisions while balancing customer needs with internal policies.
• Analyse performance data and identify opportunities to improve processes, efficiency, and cost-effectiveness.
• Collaborate with internal departments and other team leaders to ensure seamless claims handling and aligned practices.
• Manage team performance through setting targets, monitoring SLAs, and conducting regular coaching and feedback sessions.
• Support recruitment, training, and development of team members to ensure capability growth and adherence to standards.

Minimum requirements:

• Matric
• Relevant tertiary qualification in Insurance, risk management, Business Administration or a related field (preferred)
• Full FAIS-recognized insurance qualification (NQF4)
• RE5 certification
• At least 2–3 years in a supervisory or leadership role (e.g. property, liability, commercial claims)
• Proven experience handling complex and high-value claims
• Sound understanding of the full claims lifecycle (registration to settlement)
• Understanding of fraud detection and risk assessment
• Experienced in policy wording interpretation
• In-depth knowledge of claims procedures and best practices, claims management systems and relevant regulatory requirements (including FAIS and TCF principles in South Africa).

Competencies required:

• Good verbal and written communication skills 
• Able to identify system inefficiencies and implement solutions
• Leadership and team management skills
• Negotiation skills 
• Client service driven 
• Results and details orientated 
• Interpersonal skills 
• Time management skills
• Resilient and adaptable

Closing date:    15-Apr-2026

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VACANCY | CLIENT SERVICES TEAM LEADER | WATERFALL, JOHANNESBURG | PERMANENT

• PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Responsibilities:

• Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre
• Monitor and evaluate consultants´ activities and team operations
• Resolving internal and external queries from financial advisors and clients
• Communicating information regarding instructions, processes and procedures to advisors and clients
• Proactively retaining and attracting business by providing excellent service to advisors and clients
• Maintaining Monthly Attendance Record
• Maintaining Key Performance Activities (KPA)
• Performing and maintaining corrective actions where necessary to increase staff performance
• Panel-admin training of new staff
• Handling and resolving escalations, second call resolutions, etc
• Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension, etc)
• Identify opportunities and implement actions to streamline business processes
• Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products
• Quality assurance of correspondence sent by the consultants telephonically or by email
• Online Enrolments
• Back up to team members where necessary
• Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities.

Minimum requirements:

• BCom in Economics/Finance/Financial Management or related (NQF Level 7)
• Financial Services experience
• 2+ years Leadership/management experience
• 2+ years LISP platforms experience or similar investment administration environment
• Experience in dealing with or building relationships with advisers

Skills:

• Professional and friendly telephone manners
• Good understanding of mathematical calculations
• Take initiative
• Excellent time management skills
• Ability to multi-task and have good organizational capacity
• Problem solving skills
• Can work independently and as part of a team
• Apply sound judgement in query resolution
• Outcomes based training ability
• Natural leadership skills
• Detailed systems observation, attention to detail and solving problems arising.
• Ability to do performance calculations and reconciliations
• Approachable and supportive
• High ability to mediate and resolve disputes

Closing date:    17-Apr-2026

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Job Description

• The PSG Asset Management Compliance officer reports directly to the PSG Asset Management Head of Legal and Compliance. The role is responsible for the compliance activities across the division and to engage management to ensure that internal processes are aligned with regulatory requirements, advising on regulatory changes, and provide reliable, value-added, and independent feedback and advice to management on regulatory matters.
• The position also plays a key role to ensure the understanding and adherence to relevant regulations, laws, and industry guidelines is enhanced.

Responsibilities

The key responsibilities include:

• Compiling of compliance and statistical reports to the business, clients and regulators
• Ensure compliance implementation and maintenance of the compliance risk management and monitoring plan, including AML compliance monitoring
• Monitoring of the primary legislation impacting the business
• Analyse, interpret and implement new legislation
• Review of all marketing material in accordance with Board Notice 92
• Address compliance queries from the business
• Managing compliance projects from start to finish
• Ensure the application of the TCF outcomes
• Maintain FAIS compliance procedures and manuals
• Maintaining the key individual / representative register
• Monitoring and reporting on all FAIS matters to the business and the regulator

Minimum requirements:

• BCom degree in any of the following: Finance, Business Finance, Investments, Financial planning Law, Financial Sciences, Investment Management, Law
• LLB degree
• More than 5 years experience working in the financial services industry
• Passed RE1 exam
• Registered as a Compliance Officer with FSCA

Competencies:

• Experience using Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Regulatory policy knowledge in FAIS and CISCA and Asset management
• Experience in AML monitoring (FICA)
• Communication / presentation skills (verbal and written)
• Interpersonal, negotiating and influencing skills
• Solutions / results driven
• Analytical accuracy and attention to detail
• Self-starter and able to work independently under pressure and meet tight deadlines

Closing date:    15-May-2026

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Description:

• We are looking for an experienced Employee Benefits Analyst to join the Fund Solutions team. This is a mixed role combining investment management involvement with client engagement, supporting the PSG Wealth EB Portfolios.
• The successful candidate will need a strong understanding of both the investment and operational aspects of EB institutional portfolios, including regulatory requirements and the day-to-day operational environment. The role requires active engagement with advisers and clients to support on EB portfolio matters.

Responsibilities:

• Support the ongoing management and oversight of the PSG Wealth EB portfolio range (Cash, Low Equity, Medium Equity, High Equity and Aggressive High Equity).
• Monitor portfolio positioning, performance, risk and compliance relative to strategic benchmarks and relevant peers and escalate exceptions timeously.
• Assist with strategic asset allocation decisions and portfolio rebalancing processes, including documentation of recommendations and implementation instructions.
• Support manager research and due diligence processes for underlying building blocks used in EB portfolios and contribute to internal governance packs where relevant.
• Research on assigned Employee Benefits portfolios, including the operating model, fee structures and key compliance considerations.
• Actively engage with clients and advisers on EB portfolio matters, including presentations, office engagements and ongoing support to ensure strong client relationships
• Provide technical support to distribution/benefit consultants on EB portfolio positioning, queries and standard materials.
• Prepare accurate and timely EB portfolio reporting outputs (monthly/quarterly), including performance commentary and key governance metrics where required.
• Maintain and manage fair and equitable internal and external customer relations in line with TCF Regulations and PSG processes and policies
• Create and maintain positive team dynamic

Minimum requirements:

• BCom / BSc Investment Management (or equivalent finance/economics degree)
• CFA/CIPM qualification advantageous
• 5+ years’ relevant experience required in employee benefits / fund analyst / investment consultant role, with exposure to both investment and operational aspects of EB institutional portfolios
• Morningstar experience advantageous

Skills / Competencies:

• Statistical and modelling knowledge and experience
• Attention to detail
• Process discipline and ability to manage multiple deliverables
• Strong stakeholder management and communication skills
• Self-starter and motivated
• Good writing Skills
• Excellent work ethic
• Resilient
• Ability to work under pressure
• Advanced MS Excel required
• Understanding of institutional portfolio operations, including fee structures, regulatory requirements and client engagement in the employee benefits environment

Closing date:    24-Apr-2026

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Job description:

• To provide administrative assistance to the Advisers. 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 position will focus on personal and commercial lines business.

Responsibilities:

• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance
• 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
• Handling claims

Minimum requirements:

• Matric
• NQF 4 Certificate in Short-Term Insurance (Advantageous)
• 3 – 5 years short-term insurance experience
• Regulatory Exam completed (RE5)
• Proficient in both spoken and written English and one other official South African language
• Computer literacy (MS Office)

Competencies required:

• Good verbal and written communication skills
• Strong administration skills
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills

Closing date:   08-Apr-2026

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Job description:

• To provide office and administrative assistance to the Insure Adviser.

Responsibilities:

• Answering/redirecting all incoming calls and taking messages
• Arrange appointments with client or prospects on behalf of the Adviser
• Prepare prospective client files as needed
• General office management assistance
• Receive, direct and relay messages via phone/email
• Handle expenses
• Greet and welcome guests as soon as they arrive at the office
• General administration
• Receiving, distributing, and processing all incoming and outgoing mail
• Policy amendments
• Preparation of renewals

Minimum requirements:

• Grade 12
• RE 5 Certificate
• Computer literate (MS Office – Excel, Word and Outlook)
• 3 - 5 years’ relevant short-term insurance experience
• Underwriting and claims experience is beneficial
• Proficient in both spoken and written English and at least one other official South African language

Competencies Required:

• Multitasking and time-management skills, with the ability to prioritize tasks
• Good telephone etiquette
• Professional attitude
• Ability to be resourceful and proactive when issues arise
• Good verbal and written communication skills
• Ability to work under pressure
• Excellent organisational skills
• Must be punctual

Closing date:   15-Apr-2026

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Job description:

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

Responsibilities:

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

Skill sets required:

• Grade 12
• NQF 4 Short-Term Insurance Certificate (150 credits)
• RE 5 Certificate
• 5+ years´ short-term insurance experience in commercial and personal lines
• DOFA confirmation from FSCA
• Strong sales and marketing experience
• Own transport

Competencies:

• Good verbal and written communication skills
• Good negotiating skills
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Problem solving and analysis
• Planning and organising

Closing date:   10-Apr-2026

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Job description:

• The successful candidate will do software development on the CRM platform and client facing portals used by PSG Advisers nationally. The candidate will report to the 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
• Research, design, document, and modify software specifications throughout the production life cycle
• Produce clean, well-documented, efficient, and standards-compliant code with an eye towards performance optimization
• Write secure code and exercise good judgment in handling sensitive data
• Industrialize solutions with DEVOPS
• 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 but having the ability to suggest improvement
• Display a customer service approach to the users (Advisers and internal business) of the CRM platform

Minimum requirements:

• Relevant B. Com/ Bsc Degree
• Experience in related roles in the financial services industry
• 3 – 4 years’ experience as a Software Developer
• Experience in CRM and client portal solutions, as well as Android & Apple development
• Agile / Scrum experience
• Good C# development experience
• PHP Development Experience
• Very good understanding of the software development process

Closing date:   18-Apr-2026

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Job description:

• The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Interaction with clients (management of relationships and providing client services)
• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
• Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
• Processing client queries and instructions
• Administering all Investment and risk products
• Maintaining CRM system
• Preparing and distributing Tax statements as well as monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships

Minimum requirements:

• Grade 12/NQF5 Wealth Management (relevant BCom Degree in Financial Planning / Investment Management - Advantageous)
• 3- 5 years’ relevant administration of investment business within a brokerage (Essential)
• Proficient in both spoken & written English & at least one other of the SA languages 

Competencies required:

• Ability to work as part of a team
• Attention to detail
• Be able to work under pressure
• High communication skills (verbal and written)
• Willingness to learn and take instruction
• Time management
• Open to engaging with clients
• Computer literacy (MS Office – Advanced MS Excel)

Closing date:   9-Apr-2026

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Job description:

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

Responsibilities:

• Maintain a compliance framework in collaboration with the relevant stakeholders
• Identify potential compliance breaches and investigate compliance irregularities or areas of concern
• Review, register and resolve complaints
• Ensure compliance documents are uploaded on the relevant portals
• Ensure compliance records are up to date
• Review and resolve Fit and Proper queries
• Maintain the compliance procedures and manuals
• Analyse information and pro-actively suggest improvements to ensure compliance process is followed in accordance with the GCOC under FAIS

Minimum requirements:

• Relevant qualification such as B Com Law or LLB
• Completed Legal Articles
• 2 - 4 years compliance experience in the financial services industry
• Knowledge of FICA, FAIS and relevant legislation, regulations and rules
• Relevant knowledge, skills and corporate compliance experience
• Relevant experience working with Financial Advisers / Financial Planners

Competencies required:

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

Closing date:  15-Apr-2026

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Job Description:

• The Junior Legal and Compliance Officer provides support through legal research, contract review, documentation management, and assistance with identifying and mitigating legal risks. They help monitor regulatory compliance, prepare reports and submissions, maintain governance records, and support audits and risk management processes.

Responsibilities:

• Conduct legal research on legislation, regulations
• Assist with drafting, reviewing, and updating contracts, agreements, and legal correspondence.
• Maintain legal documentation and contract registers.
• Support to the senior staff, specifically with data analysis regarding complaints
• Assist with reviewing business agreements to identify legal risks.
• Monitor compliance with applicable laws and regulations
• Assist in conducting compliance monitoring and reviews.
• Support the preparation of compliance reports for management and regulators.
• Assist with regulatory submissions and notifications.
• Support governance processes such as committee documentation and minutes.
• Assist with identifying legal and compliance risks.
• Support the implementation of risk mitigation controls.
• Escalate potential compliance issues to senior management.
• Maintain regulatory calendars and compliance trackers.
• Keep records of regulatory changes and updates.
• Assist with internal and external audits.

Minimum requirements:

• LLB or BCom Law degree
• At least 3 years experience in legal, compliance, or regulatory roles
• Knowledgeable in corporate governance, regulatory compliance, contract law, risk management, and relevant industry legislation.

Competencies required:

• Analytical skills
• Contract drafting and contract review and interpretation
• Attention to detail
• Strong written and verbal communication
• Regulatory interpretation
• Time management and organisation
• Compliance management
• Professionalism and confidentiality
• Problem-solving ability
• Ability to work independently and in a team
• Adaptability in regulatory environment

Closing date:  10-Apr-2026

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Job description:

• The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Interaction with clients (management of relationships and providing client services)
• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
• Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
• Processing client queries and instructions
• Administering all Investment and risk products
• Maintaining CRM system
• Preparing and distributing Tax statements as well as monthly or quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships

Minimum requirements:

• Grade 12 or NQF5 Wealth Management (relevant BCom Degree in Financial Planning or Investment Management , Advantageous)
• 3- 5 years relevant administration of investment business within a brokerage (Essential)
• Proficient in both spoken & written English & at least one other of the SA languages 

Competencies required:

• Ability to work as part of a team
• Attention to detail
• Be able to work under pressure
• High communication skills (verbal & written)
• Willingness to learn and take instruction
• Time management
• Open to engaging with clients
• Computer literacy (MS Office, Advanced MS Excel)

Closing date:  8-Apr-2026

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Job description:

• The successful candidate will be responsible for underwriting  of Commercial Lines business, providing clients with tailored coverage solutions that align with their individual and business needs.
• You will manage all aspects of the underwriting process, including renewals, endorsements, and new business, while maintaining strong relationships with clients. The individual will also be responsible for servicing and selling of short-term commercial insurance products.

Responsibilities:

• Client face to face meetings if necessary at the office
• Liasing and providing feedback to clients of underwriting progress.
• Handling client queries
• Underwriting Management: the daily underwriting process preparing Renewals, Sourcing acceptance terms
• Recording details and information on relevant systems & Compliance
• Building and maintaining good working relationships with clients and internal stakeholders
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with insurers
• Reporting
• Manage client retention.
• Understanding policy wording and various products
• Relevant work experience in Short term insurance – Commercial lines
• Quotations for clients
• Follow up on lead
• Help building a client base
• Policy renewals
• Advising clients on their short-term insurance needs

Minimum Requirements:

• NQF Level 4/5 Certificate in Short term insurance (essential)
• DOFA confirmation from FSCA (essential)
• Regulatory examination RE5 successfully completed (essential)
• 3 - 5 years relevant work experience in Short term insurance – Commercial lines (essential)

Competencies Required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills.
• Strong work ethic, able to work with high volumes of pressure
• Teamwork
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Analysing Problems and providing Solutions
• Structured Approach
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• Good negotiating skills
• Strong sales and marketing experience

Closing date: 16-Apr-2026

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Job description:

• The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Interaction with clients (management of relationships and providing client services)
• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth manager
• Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
• Processing client queries and instructions
• Administering all Investment and risk products
• Maintaining CRM system
• Preparing and distributing Tax statements as well as monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships

Minimum requirements:

• Matric
• 3- 5 years’ relevant administration of investments at a brokerage 
• Computer literacy (MS Office – Advanced MS Excel)

Preferred Requirements:

• Relevant BCom Degree in Financial Planning / Investment Management or NQF 5 in Wealth Management (Advantageous)
• Completed RE5 Certificate

Competencies required:

• Ability to work as part of a team
• Attention to detail
• Be able to work under pressure
• Reliable
• High communication skills (verbal & written)
• Willingness to learn and take instruction
• Time management
• Open to engaging with clients

Closing date: 9-Apr-2026