Vacant Jobs at PSG Konsult Ltd

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:

• Relevant BCom Degree in Financial Planning / Investment Management or NQF 5 in Wealth Management
• 2- 5 years’ relevant administration of investments at a brokerage 
• Computer literacy (MS Office – Advanced MS Excel)

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: 13-Feb-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’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
• Interacting with Provident/Pension Fund members and resolving queries
• Manage Provident/Pension Fund claims and ensure they get concluded within the agreed timeframes
• Deal with Provident/Pension Fund Reconciliations and assist employers where necessary
• 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
• Proficient in both spoken and written English and at least one other of the official South African languages
• Proficient on Microsoft Office (Outlook, Word, Excel, Powerpoint)
• Strong technical and administrative skills

Competencies required:

• Customer Service
• Communication skills (verbal & written)
• Strong sense of responsibility
• Be willing to learn and share knowledge
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Closing date: 16-Feb-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:

• Deliver Business value through quality technical solutions and code
• Drive the technical standard higher through innovative and scalable technology delivery
• 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:

• 8+ years’ experience in a similar role
• A relevant tertiary qualification
• Experience in related roles in the financial services industry
• Agile / Scrum experience
• Very good C# development experience
• Very good understanding of the software development process
• Experience of wealth management and adviser value proposition requirements

 Competencies required:

• Solutions orientated
• Analytical thinker
• Problem-solving skills
• Innovative
• Assertive
• Attention to detail
• Advanced communications skills
• Change management and coaching skills
• IT innovation and acumen
• Good verbal and written communication skills
• Time management skills
• Deadline driven

Closing date: 13-Feb-2026