Vacancies at PSG Konsult Ltd

Job description:

• This role is for a Commercial Claims Administrator. The candidate will be responsible to provide administrative assistance and support on the personal and commercial claims.

Responsibilities:

• Liaising and providing feedback to clients of claim progress
• Handling client queries
• Claims Management: the daily claims process from capturing received claims to processing and closing claim.
• Validating the claims (consultant must first check if the claim falls within the policy parameters)
• Register and Manage Claims on Broker Admin platforms and Direct
• Continual feedback to clients via Telephone, Emails and WhatsApp’s as per client preference and work with a sense of urgency to always expedite closure
• Building of strong relations with colleagues and ensuring adherence to all processes
• Record keeping on the CRM system

Minimum Requirements:

• Grade 12
• NQF Level 4 Short-term insurance (150 Credits)
• Valid RE5 Certificate
• DOFA confirmation from FSCA 
• 5 years commercial and personal lines claims experience in short term insurance
• Computer Literate (MS Outlook, Excel, Word)

Competencies Required:

• Team player
• Good people and communication skills
• Results and detail orientated
• High stress tolerance and resilience
• Proactive and able to work independently

Closing date:  02-Jun-2026

go to method of application »

Job Description:

• The Claims Consultant is responsible for coordinating and overseeing, managing, negotiating settlement of the claim and is accountable for the finalisation of the claim end-to-end.

Responsibilities:

• Capturing and processing of claims
• Managing claims in terms of claims SLA 
• Keeping brokers informed of the claims process, policy limits, coverage options, and claims outcomes
• Negotiate settlement 
• Reviewing claim documentation, including policy details, accident reports, medical records, and damage assessments, to ensure completeness and accuracy.
• Detection of fraud and management of fraudulent indicators 
• Thorough and timeous feedback to relevant parties 
• Prompt handling and feedback on complaints (internal & external)
• Ensuring that all claims are processed in compliance with industry regulations, legal requirements, and company policies.

Minimum requirements:

• Matric
• Full qualification (Commercial Lines): NQF4 150 credits (Short-term Insurance)
• RE 5 successfully completed (advantageous)
• Minimum of three (3) years’ claims handling experience (motor or non-motor)
• Strong technical knowledge of policy wording, liability, and claims negotiation
• Experience liaising with brokers, clients, assessors, and service providers
• Experience handling high-value or complex claims

Competencies required:

• Planning and organizing skills
• Problem solving and analysis
• Interpersonal skills
• Computer literacy (MS Office suite)
• Team player
• Good communication skills (verbal and written)
• Negotiation skills

Closing date:  20-Jun-2026

go to method of application »

Job Description:

• The Claims Manager oversees the end-to-end claims process, leading the team to ensure accurate, timely, and compliant claims handling while balancing client satisfaction with financial risk control.

Responsibilities:

• Oversee end-to-end claims from initiation to settlement.
• Manage complex, high-value claims, guiding strategy and decisions.
• Set, monitor claims performance standards meeting goals and regulations.
• Oversee investigations and validate claims, coverage, and settlements.
• Lead, mentor, and manage claims team and staff.
• Train team on claims techniques and legal requirements.
• Conduct evaluations, set objectives, ensure performance metrics met.
• Develop strategies and policies reducing costs and ensuring compliance.
• Analyse data, report performance, forecast volumes, mitigate risks.
• Collaborate with stakeholders, resolve disputes, maintain client satisfaction.

Minimum requirements:

• Matric
• NQF4 or NQF5 in Short-term Insurance
• Minimum of eight (8) years’ claims handling experience (motor or non-motor)
• Strong technical understanding of policy interpretation, liability, and claims settlement
• Proven ability to manage teams, workloads, and performance
• Experience with claims processes, SLAs, KPIs, and turnaround times
• Experience handling escalations, complaints, and complex/high-value claims
• Experience engaging with brokers, clients, loss adjusters, and service providers

Advantageous:

• Degree or diploma in Insurance, Risk Management or Business Administration
• Qualification in Management or Business Leadership
• RE5 certification

Competencies required:

• Leadership & people management
• Strong grasp of regulatory frameworks
• Operational & strategic management
• Stakeholder management
• Claims systems & technical knowledge

Closing date:  20-Jun-2026

go to method of application »

Description:

• Deliver an exceptional level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.

Responsibilities:

• To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
• Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
• Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
• Resolving internal and external queries from financial advisers and clients
• Proactively retain and attract business by providing excellent service to advisers and clients
• Support a positive and responsive climate for client enquiry resolution
• Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
• Ensure accurate record keeping through service-related administrative tasks
• Assist with database updates and information maintenance
• Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
• Minimise operational errors and losses
• Apply TCF principles in daily tasks

Minimum requirements:

• Financial/Business degree (NQF Level 7)
• Relevant experience within the Financial Services industry (Investments/Wealth)
• Minimum of 2 years’ experience as a consultant in a Life/LISP Call Centre/Client Services environment
• Professional and friendly telephone manner
• Knowledge and interest in finance and investment management

Skills/ Competencies:

• Business writing and speaking skills in English
• Strong verbal and written communication skills
• Numeric ability
• Client focused, friendly and empathetic manner
• Accuracy and attention to detail
• Analytical thinking
• Administration skills
• Adaptability

Closing date:  05-Jun-2026

go to method of application »

Calling All Finance Graduates!

• Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.
• Over 18 months, you will receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.
• Don’t just dream about your future in finance—make it happen with PSG Financial Services.
• Apply now and unlock your potential

What does the programme offer:

• Permanent employment
• An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
• On-the-job mentorship and training from established financial advisers
• Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

Job description:

• PSG has an exciting opportunity exciting opportunity for an applicant who will be responsible for Employee Benefit, Healthcare administration and client services

Responsibilities:

• Advise clients on medical aids, medical insurance and gap cover – both personal families and groups
• Assist clients with the application process
• Assist clients with queries
• Ensure CRM data is up to date and accurate
• Year-end & ad hoc client presentations
• Identifying and providing leads to colleagues in other PSG Wealth service lines
• Keeping up to date with provider amendments

Minimum requirements:

• Completed Bachelors Degree (Preferably majoring in Administration, Business Management, Management, Investment Planning/ Risk Management)  or BCom (Economics)
• 1-2 Years experience in healthcare in the financial services industry
• Strong proficiency in English (verbal & written)
• Strong technical and administrative skills

Competencies required:

• Customer Service
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Closing date:  31-May-2026

go to method of application »

Job description:

An exciting opportunity for an Employee Benefits Regional Manager is currently available, reporting to the Head:  Distribution Employee Benefits. The successful candidate will be required to assist and support in ensuring that:

• EB sales strategy is implemented and adopted across EB offices, incorporating the standardisation of advice, processes and systems.
• Approved marketing strategy is implemented and adopted.
• EB teams deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning.
• EB teams train and manage service excellence for the Employee Benefits administration team.
• EB teams assist and support the employee benefits consulting team in providing professional, high-quality consulting and administrative services to clients to ensure client satisfaction, retention and expansion.
• Effective employee benefits environment is created and maintained.
• Appropriate advice on escalated risk underwriting needs is provided for clients.
• Oversite that Recruitment and vesting of Employee Benefits in Adviser Offices is maintained and implemented.

Responsibilities:

• Managing and refining a relevant and impactful EB strategy
• Ensuring operational excellence in execution of the strategy
• Driving innovation and growth to keep Distribution competitive and relevant
• Developing talent and driving succession.
• Drive and maximise the margins, profitability and risk management in the Distribution EB offices
• Stakeholder relationship management (Internal & External)
• Effective rollout and implementation of initiatives which support operational excellence
• Ensure teams adopt and maintain the Client Relationship Management system
• Leadership and people management
• Oversee and ensure turnaround times and SLAs are adhered to – i.e. Co-ordination of high-level deliveries such as member benefit statements
• Ensure teams provide and maintain appropriate secretarial services; agenda pack preparation, minutes, actions from meeting.
• The provision of technical and strategic input and back up into the Technical Advisory Team (TAS).

Minimum requirements:

• Relevant qualification such as Commercial or Financial degree
• Regulatory Exam’s (RE1 & RE5)
• Minimum 10 years’ senior/executive management experience within a large South African employee benefits administrator with knowledge of employer and member portal functionality
• Experience and understanding of the Employee Benefit market, the advice process relating thereto combined with financial services product knowledge

Additional requirements:

• Financial and budget management experience
• Financial market and client segmentation knowledge and experience
• Leadership and management experience

Competencies:

• Strategic thinking and leadership abilities
• Business acumen
• Ability to operate, challenge and influence at strategic / executive level
• Networking and relationship management skills
• Client orientation
• Resilient and tenacious
• Driven and results oriented
• Analytical skills
• Problem-solving skills
• Deadline driven.
• Adapting and responding to change

Closing date:  31-May-2026

go to method of application »

Job description:

• PSG requires the services of a competent individual to develop and maintain relationships with financial advisers. It will be important for the candidate to have a thorough understanding of the South African and global macro environment, including knowledge to explain to existing and potential clients why PSG Asset Management’s funds are positioned (equities, cash, bonds, etcetera) in a certain manner.
• This should ultimately translate into advisers supporting our product range. 

Responsibilities:

• Fund Specialist for PSG Asset Management and marketing the range of unit trust funds to retail multi managers and high profile financial advisory practices within the independent and corporate market;
• Building the PSG Asset Management brand in the retail industry;
• Maintaining good relationships with financial advisory practices;
• Analysing the target market in order to identify new business opportunities;
• Have a solid understanding of the Gauteng and surrounding areas retail market and having a well-defined strategy of how targets will be achieved;
• Prepare and execute a business development strategy in line with the team strategy;
• Continuously keeping abreast of industry changes and market trends;
• Continuous innovation and idea generation for marketing pitches and client presentations.

Minimum requirements:

• Minimum B.Com degree
• Understanding of the Afrikaans language
• 2 years+ Financial services experience   
• MS office experience (Word, Excel, PowerPoint, Outlook)  

Advantageous:

• Sales or Financial Planning experience within the Financial services sector
• Understanding of Unit trusts  

Competencies required:

• Planning/organising and coordinating skills
• Interpersonal skills (Interaction with different business divisions and level of management)
• Communication skills (verbal and written)
• Solutions driven
• Industry specific knowledge
• Strong analytical skills
• Applying technical expertise
• Acute computer skills
• Time management skills
• Creativity and innovating
• Presentation and Marketing skills
• Decision & problem solving skills
• Research/Analysis skills

Closing date:  30-Jun-2026

go to method of application »

Job description:

• The Healthcare Administrator is primarily responsible for the day-to-day administration of healthcare clients. This encompasses managing member queries, providing members with factual benefit and claims information and assistance, processing new business applications (including tracking and activation).
• The role ensures smooth operations, accurate data management, and effective communication with employer groups and their employees regarding healthcare 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 as required.
• Assist with onboarding new employees onto healthcare plans, including providing factual plan information, processing applications, and facilitating member registration.
• Track and follow up on all queries, claims, amendments, and changes to group healthcare plans.
• Monitor new applications, additions, or changes in healthcare coverage and ensure timely processing.
• Attend client meetings as and when required.
• Facilitate the distribution of membership packs to clients as required.
• Assist HR with billing reconciliations.

Client Relationship Management

• Act as the primary point of contact for employer groups and employees, addressing queries related to healthcare benefits.
• Liaise effectively with insurers, healthcare providers, and other third-party service providers to resolve issues and maintain strong working relationships.

Compliance

• Maintain and update accurate client records, ensuring full compliance with regulatory requirements.
• Ensure that consultants remain "fit and proper" and that all product specific accreditation is completed in a timely manner.
• Demonstrate a sound understanding of the Medical Schemes Act and related 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 and update client records, ensuring accuracy and compliance with regulatory requirements.
• Maintain a secure and organised database of client information, strictly adhering to confidentiality and data protection protocols.

Minimum Requirements:

• Grade 12 certificate
• 2+ years of relevant healthcare work experience within the financial services industry.
• Proficient in spoken and written English and at least one other official South African language
• Computer literacy (MS Office)

Competencies required:

• Strong administration skills
• Strong organisational and multitasking abilities.
• Excellent communication and interpersonal skills. 
• Attention to detail and the ability to handle sensitive information with discretion.
• Knowledge of healthcare benefits and medical schemes.

Closing date:  31-May-2026

go to method of application »

Job description:

• The High-Net-Worth Client Adviser is responsible for the selling of short-term personal lines insurance products and services to High-Net-Worth Clients.

Responsibilities:

• Client face to face meetings, if necessary, at the office or away from the office.
• Aggressive selling of short-term products specialising in personal lines
• Handling client queries
• Underwriting Management: the daily underwriting process preparing renewals, Sourcing acceptance terms
• Recording details and information on relevant systems
• 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 – personal 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:

• Grade 12/Matric AND NQF Level 4/5 Certificate in Short term insurance (essential)
• DOFA confirmation from FSCA (essential)
• Regulatory examination RE5 successfully completed (essential)
• 5-10 years relevant work experience in Short term insurance – Personal Lines (essential)
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• Good verbal and written communication skills
• Good negotiating skills
• Strong sales and marketing experience
• Own transport

Competencies Required:

• Empathy
• Integrity
• Resilient 
• 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

Closing date:  28-May-2026

go to method of application »

Job description:

• The Adviser Admin Assistant 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:

• Application of underwriting policy
• Compiling quotations with suggested rate or pricing on behalf of broker consultant
• Build and maintain good working relationships internal and external
• Recording details of transactions
• Handling broker queries verbal and written
• Ensure FAIS compliance
• Maintaining service level agreement deadlines
• Technical insurance knowledge input
• Yearly renewals of policies
• Quotations

Minimum requirements:

• Matric/Grade 12 & NQF4 in Short Term Certificate in insurance - Essential
• RE5 (Regulatory Exam)- Essential
• Min of 3 years’ relevant short term insurance administration/underwriting experience, knowledge and skills (Commercial & Agri advantageous)
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies Required:

• Planning & organizing skills
• Problem solving & analytical
• Interpersonal skills
• Team player
• Computer literacy (MS Office)

Closing date:  02-Jun-2026

go to method of application »

The bursary will cover the following:

• Registration
• Tuition Fees
• Accommodation (university-approved)
• Meal Allowance
• Textbook Allowance
• Monthly Allowance

What the applicant must have:

• Valid South African ID
• Exceptional Academic Achievement
• Proven Financial Need.

Bursaries are offered to students in need of funding to complete their Final-year and Postgraduate studies in the following disciplines:

Bachelor of Science

• Actuarial Science
• Computer Science
• Mathematical Science

Bachelor of Engineering

• Computer Engineering
• Mechanical Engineering
• Electrical and Electronic Engineering

Bachelor of Commerce

• Insurance and Risk Management
• Investment Management

Closing date: 20-Dec-2026

go to method of application »

Job description:

• To provide an effective receptionist function to Advisers through reliable support, office administration, reception and switchboard duties and client administration.

Responsibilities:

Office administration:

• Purchase/ order general supplies
• Petty Cash
• Organize couriers
• Submit office claims

Reception duties:

• Answering/redirecting all incoming calls, taking messages.
• Boardroom meeting reservations
• Meet and greet all clients and visitors to the office
• Arrange appointments with clients or prospects on behalf of Adviser

Client administration:

• Ensure adequate knowledge of product provider websites and contact numbers
• Typing and Data entry 
• Administrative Support 

Other Responsibilities:

• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Handling and solving of client enquiries
• Maintaining CRM system

Minimum requirements:

• Matric/ Grade 12
• Diploma in Office Administration or Secretarial (Advantageous)
• 2-3 years administration experience
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office Word, Excel, Outlook)

Competencies required:

• Client service and telephone etiquette
• Team-player
• Time management
• Organising and planning
• Attention to detail and accuracy.
• Ability to function well under pressure

Closing date:  28-May-2026

go to method of application »

Job Description:

• The purpose of this position is to provide full support to the broker consultants

Responsibilities:

• Application of underwriting policy
• Compiling quotations with suggested rate or pricing on behalf of broker consultant
• Build and maintain good working relationships internal and external
• Recording details of transactions
• Handling broker queries verbal and written
• Ensure FAIS compliance
• Maintaining service level agreement deadlines
• Technical insurance knowledge input

Minimum requirements:

• Matric certificate
• NQF4 in Short-term Insurance
• Minimum of 3 years’ relevant commercial underwriting and/or sales support experience in the short-term insurance industry
• Technical Short Term Insurance knowledge - Commercial and Agri (advantageous)
• Policy, product and TIAL systems knowledge (advantageous)

Competencies required:

• Planning and organizing skills
• Problem solving and analysis
• Interpersonal skills
• Computer literacy (MS Office suite)
• Team player
• Good communication skills (verbal and written)

Closing date:  20-Jun-2026

go to method of application »

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.
• Be an integral part of digitising our client journeys through changes to websites and software applications to meet both functional and technical requirements in producing quality solutions.

Responsibilities:

• Collaborate with cross-functional teams to define and execute the technical roadmap, aligning with business objectives and customer needs
• Design, development, and optimization of our platforms, ensuring scalability, reliability, and security
• Provide technical guidance and support to ensure the successful delivery of projects on time and within budget
• Stay abreast of industry trends and emerging technologies, evaluating their potential impact and relevance to our business
• Participate in peer reviews of solution designs and related code.
• Identify and encourage areas for growth, education, and development within the team.
• Deliver Business value through quality technical solutions and code
• Be accountable for projects. Take ownership from start to finish of all tasks
• Drive the technical standard higher through innovative and scalable technology delivery
• Understand our business and clients and deliver great services
• Design and deliver scalable, secure code that enable our digital offering

Minimum requirements:

• BCom / BSc degree or equivalent qualification
• Minimum of 5 years' experience
• Agile / Scrum experience
• Expert understanding of the software development process
• Experience in C# .Net, SQL Server 2012+, “Modern JavaScript libraries” – Angular, Underscore, KnockoutJs, JQuery, BackboneJS, Foundation, etc

Competencies required:

Passion for software development and delivering great solutions using technologies such as

• ASP.NET (Web forms) / MVC  (Required)
• ASP .Net Core (Web Api, Windows Services)
• HTML 5
• CD/CI pipelines
• Cloud PaaS consumption
• Rest Services
• Kubernetes/Docker
• Continually learns and grows own skills and industry knowledge
• Creative visualisation, critical thinking, inductive and deductive reasoning. An ability to think outside the box.
• Collaborative coordination and time management. Be Proactive and take initiative.
• Capacity to work under pressure while observing high quality standards.
• Problem solving and analysis. Add value to business outcomes.
• Must be able to work in a team environment. Share knowledge and help to grow others
• Desire to understand the reasons for delivery to deliver the right solution
• Strive to continually learn and improve

Closing date:  31-May-2026

go to method of application »

Job description:

• This is an opportunity for an exceptional, technically rigorous professional to join an established advice-led practice within PSG Wealth Northcliff serving a sophisticated high-net-worth client base.
• The role suits a Chartered Accountant with a strong investment banking foundation, followed by demonstrable commercial experience, who is now seeking to transition into long-term wealth advisory work.
• The successful candidate will be supervised by the principal adviser while building toward an independent advisory role, supporting portfolio analysis and investment proposals, and assisting in driving operational excellence to support the practice’s growth phase.

Responsibilities:

• Support the principal adviser across client engagement, portfolio analysis, financial planning, and investment proposals
• Build and refine practice infrastructure — methodology, processes, client reporting, and operational efficiency — to support growth in capacity
• Prepare and review complex financial models, valuations, and investment recommendations
• Liaise with attorneys, fiduciaries, financiers, and product providers on client structuring matters
• Complete regulatory and professional qualifications under supervision in line with FAIS Fit and Proper requirements
• Maintain compliance with all regulatory and PSG governance standards

Minimum requirements:

• Chartered Accountant (SA) — member in good standing of SAICA
• First-time pass on both ITC and APC board examinations
• Strong academic record — cum laude undergraduate and recognised academic awards in financial accounting preferred
• Regulatory Exam (RE5) for Representatives — to be passed within 24 months of appointment (study material and support provided)
• Minimum 3 years’ articles experience at a tier-one South African investment bank in portfolio management, structured finance, capital finance, or specialised distribution
• Minimum 5 years’ post-articles commercial experience, including financial modelling, valuations, and balance sheet structuring
• Practical experience implementing financial structures including SPV structuring, tax structuring, and management information systems
• Computer literacy (MS Office, financial modelling tools)
• Valid driver’s license and own vehicle
• Fluent in both written and spoken English and one other official South African language.

Competencies required:

• Advanced financial modelling and valuations
• Structured finance and balance sheet efficiency
• Strategic and analytical thinking
• Client engagement and stakeholder management
• Project and team management
• Strong written and verbal communication
• Self-directed, solution-driven, and entrepreneurial orientation

Closing date:  25-May-2026

go to method of application »

Calling All Finance Graduates!

• Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.
• Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.
• Don’t just dream about your future in finance—make it happen with PSG Financial Services.
• Apply now and unlock your potential

What does the programme offer:

• Permanent employment
• An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
• On-the-job mentorship and training from established financial advisers
• Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

Job description:

• The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Deal with Employee Benefit Service-Related Queries.
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum requirements:

• 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:  31-May-2026

go to method of application »

Job description:

• The successful candidate will be responsible for office 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
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management for new and existing business cases
• Diary management for Wealth Adviser
• Arrange appointments between Wealth Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum requirements:

• Completed BCom Degree (Preferably majoring in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Economics)
• 1 - 2 years relevant experience in a wealth environment
• Strong administrative skills
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Problem solving
• Attention to detail
• Team player

Closing date:  01-Jun-2026