Vacancies at PSG Konsult Ltd

Job description:

• This job description outlines the responsibilities and requirements for both new and existing staff in the role of Administration Consultant: Group Risk and Retirement.

Job Overview:

• The Administration Consultant: Group Risk and Retirement is primarily responsible for the day-to-day administration of group risk and retirement clients.
• This encompasses managing member queries, providing members with benefit information, processing claims, withdrawals, disability claims, and all other queries received from clients, as well as addressing HR/Payroll queries.
• The role ensures smooth operations, accurate data management, and effective communication with employer groups and their employees regarding group risk and retirement benefits.

Responsibilities:

 Administrative Support

• Assist with all day-to-day administration for allocated clients/employer groups, ensuring completion within stated Service Level Agreements (SLAs).
• Ensure timely responses to client enquiries, escalating complex issues to the Account Executive if required.
• Assist with onboarding and offboarding of clients.
• Track and follow up on all queries, claims, amendments, withdrawals and all other related administration.
• Attend client meetings as and when required.
• Prepare accurate administration reports for administration meetings.

Client Relationship Management

• Act as the primary point of contact for employer groups and employees, addressing queries related to group risk and retirement benefits.
• Liaise effectively with insurers and all other third-party service providers to resolve issues and maintain strong working relationships.
• Build and manage relationships with HR/Payroll departments of client organisations.

Compliance

• Maintain and update accurate client records, ensuring full compliance with regulatory requirements.
• Ensure that they remain "Fit and Proper" and that all Continuing Professional Development (CPD) is completed in a timely manner.
• Demonstrate a sound understanding of the Pension Funds Act and relevant legislation.
• Attend internal training sessions to ensure product knowledge remains relevant and up to date.
• Ensure that the administration system is always utilised, for all queries and calls, and that client interactions are accurately saved and maintained.
• Reporting and Data Management
• Maintain a secure and organised database of client information, strictly adhering to confidentiality and data protection protocols.

Minimum Requirements

• Grade 12 certificate
• NQF5 qualification and RE5 certification.
• 2 years of relevant risk and retirement work experience within the financial services industry, preferably in Brokerage.
• Proficient in both spoken and written English and at least one other official South African language.
• Computer literacy (MS Office)

Competencies Required

• Strong organisational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
• Attention to detail and the ability to handle sensitive information with discretion.
• Knowledge of group risk and retirement benefits

Closing date:    12-May-2026

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Job description:

• A unique opportunity to join a JSE listed financial organisation that continually delivers excellent results and growth that exceed all competitors in the market.
• Become part of a team working on Key projects in PSG Wealth Management in Partnership with business stakeholders to deliver great value with an opportunity to make a real impact in the PSG success story.
• Design and Develop PSG Wealth transactional websites, Line of business systems and processes that are at the forefront of the Digital transformation of the organisation.
• 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 2-3years' Business Analysis experience
• Understanding of the software development process
• Agile / Scrum experience
• 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
• Knowledge of wealth management and adviser value proposition requirements advantageous
• Analytical thinker
• Problem-solving skills
• Proven skills in managing small to medium size team
• 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:    16-May-2026

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Description:

• The Business Tester is responsible for validating system changes meet business requirements by executing user acceptance testing (UAT), with a strong focus on client servicing processes, data accuracy, and post-migration validation.
• This role acts as a link between business stakeholders and IT, ensuring solutions are fit-for-purpose from an operational and client perspective. This role is not focused on automation or technical test scripting, but on business process and data validation

Responsibilities:

• Design and execute user acceptance test (UAT) scenarios based on business requirements
• Validate business processes, data integrity, and system functionality, particularly during system changes and migrations
• Collaborate with Business Analysts and IT teams to clarify requirements and resolve defects
• Identify, log, and track defects through to resolution
• Support system migration testing, including reconciliation and post-migration validation
• Act as a subject matter expert / super user within the Client Services environment
• Support business users during testing cycles and project go-lives
• Provide feedback to improve system usability and operational efficiency
• Ensure test documentation is clear, structured, and aligned to requirements

Minimum requirements:

• 2–4 years’ experience in business / UAT testing within financial services
• Relevant degree (Finance, Business, Information Systems, or similar)
• Exposure to investment platforms (e.g. LISP platforms or similar)
• Strong understanding of business processes and data validation
• High attention to detail and structured approach to testing

Additional requirements:

• Experience working on system migrations or transformation projects
• Familiarity with tools such as Jira or test management systems
• Understanding of financial services regulations, risk, and compliance
• Ability to translate business requirements into test scenarios

Competencies:

• Strong analytical thinking and problem-solving
• Effective communication across business and IT stakeholders
• Detail oriented and quality focused
• Resilient and adaptable in a project environment
• Client focused mindset

Closing date:    15-May-2026

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Job description:

• PSG has an exciting opportunity for a Data Analyst who will be responsible for sourcing and analysing client and product data. We are looking for someone who has knowledge of "Big Data" projects in the financial services sector.
• PSG is a fast-paced environment, you should have the ability to be comfortable with changes made to specifications and requirements.

Responsibilities:

• Source, analyse, implement, and support the product and client data in our central CRM system
• Perform regular testing on the data sets loaded and put processes in place to monitor data anomalies
• Update and maintain process documentation timeously
• Process Development
• Enable helpdesk to assist data related queries
• Collaborate and work with the IT and MIS teams
• Work closely with product providers and software designers to understand how to apply data that are sourced and fill any gaps in the data sets that are retrieved

Minimum requirements:

• Degree in IT
• 2-3 years Relevant data analysis work experience within the financial services industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (Advanced MS Excel)

Recommended requirements:

• Agile / SCRUM experience
• An understanding of the software development process

Competencies required:

• Good Communication and knowledge sharing abilities
• The ability to work in a team and as an individual
• The ability to work under pressure and to tight deadlines
• Basic negotiation skills
• Attention to detail

Closing date:    15-May-2026

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Job description:

• This is an opportunity to join a high-performing fund accounting team working across local and offshore portfolios. You will gain exposure to a broad range of instruments while playing a key role in maintaining pricing integrity, strengthening controls, and improving processes in a fast-paced environment.
• Individual will take ownership of the pricing and administration of local and offshore portfolios, ensuring accuracy, timeliness, and alignment with internal controls and best practice standards.

Responsibilities:

Portfolio Pricing

• Perform daily pricing and validation of portfolios
• Review all inputs, outputs, and exceptions within the pricing cycle
• Investigate and resolve anomalies, providing meaningful insight
• Conduct independent oversight reviews during the pricing process

Corporate Actions & Portfolio Administration

• Process and manage corporate events across instruments
• Ensure accurate reflection of events within portfolio valuations

Trading settlements

• Execute trading and settlement for local and offshore Fund of Funds
• Manage settlements across equities, fixed income, and derivatives

Analysis & Continuous Improvement

• Perform ad hoc analysis to resolve queries and improve processes
• Contribute to enhancing efficiency, accuracy, and risk management

Minimum Requirements:

• A degree in Finance, Accounting, Investment Management
• 3+ years’ experience in fund accounting
• Experience within the financial services industry

Additional Requirements:

• Strong understanding of NAV calculation, including key components
• Solid knowledge of the trade lifecycle from trade date through to settlement
• Understanding of trade date vs settlement date accounting and their impact on valuations
• Experience investigating and resolving cash and position reconciliation breaks
• Understanding of pricing principles and the importance of accurate valuation in NAV calculations

Competencies:

• Technical & Analytical Skills
• Strong fund accounting and pricing experience
• High numerical accuracy and analytical ability
• Highly proficient in Excel, with experience using formulas, pivot tables, and data validation to support fund accounting processes.
• Detail-oriented with the ability to identify trends and discrepancies.
• Structured, organised, and process-driven
• Strong planning and prioritisation skills
• Able to meet deadlines in a high-pressure environment
• Proactive problem-solver with sound judgment
• Takes ownership and accountability for deliverables
• Communicates clearly and effectively
• Works independently while contributing to team success
• Collaborative, supportive, and willing to share knowledge
• Maintains professionalism, integrity, and a solutions-driven mindset

Closing date:    31-May-2026

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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

Key Activities:

• Onsite visits and induction/ongoing training/presentation to clients
• Assist clients with the application process
• Assist clients with queries
• Arrange and attend Wellness days
• Ensure CRM data is up to date and accurate
• Year-end & ad hoc client presentations
• Present wellness event reports to clients
• Identifying and providing leads to colleagues in other PSG Wealth service lines
• Keeping up to date with provider amendments

Minimum Requirements:

• Grade 12
• NQF5 Wealth Management qualification (Advantageous)
• FSB registration preference (RE5)  (Advantageous)
• 3 years of experience within the healthcare industry
• Systems, policy and financial services industry knowledge
• 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:

• Communication skills – verbal and written
• Planning and organizing skills
• Team-player
• Ability to work independently
• Resilience

Closing date:    13-May-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 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)
• Proficient in both spoken and written English and at least one other official South African language
• 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:    13-May-2026

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Job Overview:

• The Member Consultant: Group Risk and Retirement is responsible for the day-to-day, on-site servicing and administration of employer groups within the Group Risk and Retirement team.
• Under the guidance of the Group Risk and Retirement Account Executive, this role requires active engagement with client HR departments and employees through face-to-face and online consultations.
• The consultant will be involved in advising on group risk and retirement-related products, resolving queries, conducting member training, assisting with billings, and facilitating onboarding and offboarding.
• In addition, as a Member Consultant you will be required to assist the Account Executive with compiling Advisory Body packs, attending the Advisory Body meetings and taking minutes from meetings.
• This role also includes significant travel to client sites, and a reliable vehicle and a valid driver’s license is essential. The Member Consultant will be fully responsible for all member/HR/Payroll queries received onsite from start to finish, ensuring that timely feedback is provided to all parties.

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 guidance on benefits
• Provide face-to-face and online query resolution to HR/Payroll and members
• Deliver client induction presentations and ad-hoc product training as required
• Assist in developing and rolling out group risk and retirement strategies under guidance of the Account Executive.
• Manage relationships between clients and group risk and retirement funds
• Support group risk and retirement project rollouts and identify potential 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 risk and retirement plans
• Schedule meetings, wellness days, and client presentations
• Ensure accurate data capturing 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 fund benefits)
• Provide training to HR on internal procedures and processes

Compliance and Regulatory Oversight

• Ensure compliance with relevant legislation
• Maintain “Fit and Proper” status and complete CPD in a timely manner
• Attend training sessions to stay updated with industry knowledge

Minimum Requirements

• Grade 12
• NQF5 qualification and RE5
• 3–5 years of relevant experience in group risk and retirement consulting industry, preferable experience in a brokerage
• 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 group risk and retirement benefits and industry
• MS Office Suite (Word, Advanced Excel, Outlook, PowerPoint)

Closing date:    12-May-2026

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Job description:

• PSG has a great opportunity for an individual who will be responsible for telephonic and written support on the company portals and PSG applications. You will be part of a team of support agents.
• The ideal candidate must have a degree and excellent telephone etiquette. PSG is a fast-paced environment, successful candidates need to be able to work in a team but also find solutions bases on previous cases to improve solution driven support.

Responsibilities:

• Telephonic/written support of end users of PSG’s CRM system
• Manage expectation of clients
• Ticket resolution of tickets that come through the ticketing system
• Make suggestions for improvements – identify recurring items to raise awareness and suggest possible solution to identify trends
• Liaise between users and various departments to resolve problems or issues

Minimum requirements:

• Completed Bachelor’s Degree, Information Systems ( Preferred)
• 2-3 years IT system support experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Excellent Computer literacy (MS Office)

Competencies required:

• Effective communication and knowledge sharing abilities
• Attention to detail and accuracy
• Communication and influencing skills 
• Results Orientated and driven to find solutions

Closing date:    14-May-2026