Vacant Jobs at PSG Konsult Ltd

Job description:

• To provide an effective office assistant function to the Adviser through reliable support and office administration.

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

Minimum requirements:

• Grade 12
• Computer literate (MS Office – Excel, Word and Outlook)
• 1-2 years’ relevant experience in a similar role
• Experience in the medical aid industry (advantageous)
• Proficient in both spoken and written English and at least one other of the official South African languages
• Multitasking and time-management skills, with the ability to prioritize tasks
• Good telephone etiquette

Competencies:

• Professional attitude and appearance
• 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:  09-Mar-2026

go to method of application »

Job description:

• Reporting to the Operations Manager, you will be supporting the Operations department.   

Responsibilities:

• Minimisation of miss deals
• Cash and Trade settlement Management on Funds -Beginning
• Capturing data into the system - Instrument setups
• Accurate and in time process - trade uploads, demat trades
• Fund Manager Reporting - Daily Sheets , Trade Sheets
• Improving and reviewing existing processes
• Other operational tasks (Account opening, Due Diligence +
• Attending to internal and external queries timeously
• Demonstrate and understanding and awareness of TCF
• Maintain internal/external relationships - assisting other

Minimum requirements:

• Relevant qualification (relevant financial qualification)- BCom Finance, Economics, BAdmin degree
• 3-5+ years’ relevant experience within financial services

Competencies required:

• Policy and systems knowledge
• Action orientation
• Specialist knowledge- Trade cycles, fund manager reporting, fund reconciliation
• Communication skills (verbal and written)
• Quality and detail orientated
• Planning and organizing
• Interpersonal skills (Interaction with different business divisions and level of management)
• Solutions driven
• Industry specific knowledge -Instrument trade types, broker relationships

Closing date:  31-Mar-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)
• 2 years’ experience in the insurance industry
• Proficient in both spoken and written English and at least one other of the official South African languages
• Strong technical and administrative skills

Competencies required:

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

Closing date:  09-Mar-2026