Vacancies at PSG Konsult Ltd

Responsibilities:

• Analyse and transform data sets from various business systems and 3rd party data sources and consolidate it in meaningful BI models
• Perform data cleaning and preparation
• Gain an understanding of the business to solve problems using data
• General data integrity checks
• Report development including complex financial reports
• Monthly reporting to management
• Dashboard development
• General day-to-day ad hoc queries

Minimum requirements:

• Relevant degree
• BI developer experience
• SQL
• Reporting

Advantageous requirements:

• Experience in either (QlikView, QlikSense, PowerBi, Python)
• Any Cloud exposure (Azure/AWS)
• Agile / SCRUM experience
• Talend
• Snowflake
• Development experience (C#, Python, Java, Angular)
• Financial services experience

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Responsibilities:

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

Minimum requirements:

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

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Responsibilities:

• General administrative duties
• Handle and manage all administrative duties around short-term insurance policies and clients (Including updates, changes, etc.)
• Prepare client files
• Process client queries and instructions
• Available to assist clients 24/7
• Able to navigate and assist clients on CRM systems

Minimum requirements:

• Grade 12 qualification
• RE 5 (Advantageous)   
• 3 – 5 years administrative experience within the short-term insurance industry
• Computer literacy (MS Office)

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Responsibilities:

• Define and document system architecture, aligning with enterprise architecture guidelines
• Integrate applications and data to create cohesive and consistent user experiences
• Optimise systems and infrastructure for performance, high availability, security, and cost effectiveness
• Work with software and data developers as well as system vendors to implement solutions
• Ensure that systems and processes meet regulatory requirements
• Propose IT solutions to company challenges
• Assess technologies and platforms

Minimum requirements:

• Relevant degree
• 8 or more years’ experience as an IT professional
• Experience in software and data design
• Experience in system design and integration
• Experience in Cloud
• Strong numeracy
• Proven track record of project delivery

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Responsibilities:

• Conduct various types of testing, including manual, automated, functional, regression, and performance testing.
• Collaborate with Developers, Business Analysts and business testers to troubleshoot and resolve issues, ensuring a smooth development and testing process.
• Accurately document test cases, results, and defects, maintaining high standards of quality.
• Report on test results and defects clearly and concisely, ensuring effective communication with all stakeholders.
• Contribute to the continuous improvement of testing processes and practices within the team.
• Business or UAT testing within software development or digital transformation projects.
• Understanding of system migration testing processes
• Bridge the gap between business and IT
• Validate data and functionality post-migration in collaboration with IT and business users
• Troubleshoot, escalate, and track resolution of test issues
• Act as a super user for business systems within the Client Services area
• Support end-users during project go-lives and provide feedback to improve usability

Minimum requirements:

• Financial Services experience with a relevant University degree
• 2-4 years LISP platform experience or similar.
• Exceptional attention to detail, a methodical approach to testing, and strong problem-solving skills.
• Ability to document test cases and defects clearly and work effectively with the development team.

Additional requirements:

• Experience with test case management tools (e.g., Jira, Alpha and TAU).
• Ability to interpret complex requirements and convert them into actionable test scenarios.
• Excellent communication and stakeholder management skills.
• Detail-oriented, analytical, and proactive problem-solver.
• In depth knowledge of different types of operational risks, systems and processes
• Strong understanding of risk/compliance policies and processes for a financial service business
• Strong understanding of business process modelling and requirement traceability.

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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
• Proficient in both spoken and written English and at least one other of the official South African languages
• Strong technical and administrative skills
• Computer literacy (MS Office)
• Passionate about a career in the Employee Benefits industry

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Responsibilities:

• Prepare and organise documents for client meetings
• Assist with the preparation of reports for presentations
• Responding to member queries – email and telephonic
• Submitting and following up on claims – death, disability, and withdrawal
• Providing benefit information & client queries
• Monitor and follow up on outstanding billings/schedules which includes resolving billing disputes and queries
• Maintain and update client records in the database on Mypractice
• Ensure that client portfolio is managed from end to end
• Diarising and following up on all pending matters
• Pension & Provident Funds
• Group Risk
• Medical Aid
• Section 14 transfer process as well as individual recognition of transfers
• Gap Cover
• Administer and follow up on Medical Underwriting

Minimum requirements:

• Matric
• BCom General or B.Admin Degree ( Advantageous)
• 3-5 Employee Benefits years experience
• Employee Benefits experience (Advantageous)
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

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Responsibilities:

Financial Leadership & Controls

• Oversee, review and provide guidance on the work of Financial Managers and Accountants
• Ensure accuracy and completeness of consolidated income statements and balance sheets
• Lead budgeting and forecasting processes
• Oversee compilation of management reports and financial analysis
• Establish and maintain financial management mechanisms that reduce financial risk
• Drive systems, processes and internal control improvements
• Manage audit costs and ensure minimal audit discrepancies
• Optimal utilisation of finance staff resources
• Ensure all control accounts, balance sheets and income statements are reconciled monthly, and reconciling items are resolved timeously
• Monitor and manage group cash flow, investments and approve significant payments and collections

Compliance & Regulatory

• Oversee VAT and Income tax calculations, returns and statutory payments
• Review and ensure timely completion of statutory and regulatory returns (FSCA, Prudential Authority, SARB)
• Review and oversee compilation of statutory annual financial statements in terms of IFRS
• Management and planning for internal and external audits
• Ensure compliance with TCF (Treating Customers Fairly) and POPIA principles

Stakeholder Management

• Assist senior stakeholders and regional managers with complex financial guidance, information and analysis
• Ensure high levels of service to brokers, clients and internal departments

Minimum Requirements:

• CA (SA) qualification
• 4 – 8 years’ relevant financial management experience
• Financial Services / Short Term Insurance Industry experience highly advantageous
• People management/leadership experience in finance environment essential
• Strong technical skills, including comprehensive IFRS knowledge
• Good understanding of regulatory requirements for financial services industry
• Advanced MS Excel, MS Word, MS Outlook
• Experience in accounting packages such as MS Dynamics/Great Plains/Business Central advantageous

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Responsibilities:

• Ensure integration of risk appetite and monitoring tolerance levels into strategic planning and decision making.
• Plan, execute risk analysis and assessments, both financial and operational, against set parameters.
• Effective operational costs management (i.e.: reduction in operational incidents) by monitoring, evaluating and challenging the organisations success in managing risks.
• Collaborating, aggregating, interpreting and analysing the results of risk assessments.
• Annual reviews of high-risk areas by appropriate, accurate and in time reporting.
• Advise and contribute in aligning business with regulatory requirements by managing the process of identifying and assessing actual and potential risks against set parameters.
• Assisting with adhoc tasks by improving knowledge and understanding of PSG Wealth.
• Ensure operational incidents are appropriately documented and escalated
• Assist in maintaining and improving risk dashboards
• Lead and develop a high-performing risk management team.
• Collate and interpret risk assessment results
• Building relationships with business heads to effectively manage risks.
• Participate in key risk and governance committees.

Competencies:

• Excellent leadership, influencing and communication abilities
• Attention to detail, strong analytical and numerical skills
• Self-starter and ability to work independently
• Strong written and verbal communication skills
• Problem identification and solution skills
• Integrity is non-negotiable
• Ability to manage complexity and deliver in a fast-paced, client focused environment
• General IT knowledge and skills 

Minimum requirements:

• Financial service, securities, investment, IT and risk experience advantageous
• Relevant qualification (i.e. high-quality energetic actuary, data/math stats, engineer)
• Programming abilities advantageous
• Risk management qualification and experience advantageous

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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) / NQF4 or 5 Short Term Insurance
• 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