PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
Job description:
- PSG is recruiting for an exciting and challenging career opportunity for an Accountant to perform the full accounting function up to trail balance and who can work in a high pressure, deadline driven environment.
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 center allocations between divisions
- Reconciliation of interdivisional and intercompany loan accounts
- 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 center and company allocations
- Monthly balance sheet reconciliations
Minimum requirements:
- Completed Bachelor of Commerce in Accounting, CIMA or finance related degree
- 2-3 years’ relevant work experience within the financial services industry
- Computer literacy (Advanced MS Excel and Accpac skills)
Competencies required:
- Numerical and analytical skills
- Good verbal and written communication skills
- Time management ski
Closing date: 15-Oct-2026
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Description:
- To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.
Responsibilities:
- Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
- Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and/or client service consultant
- Confirm all processed instructions to clients and financial advisers
- Adhere to all operational processes and minimise operational errors
- To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures
- Deal with queries from junior administrators, client service consultants and other internal stakeholders
- Assist with special projects and assignments as agreed on an ad hoc basis
- Apply TCF principles in daily tasks
Minimum Requirements:
- A relevant financial or business degree (NQF Level 7)
- Strong technical and business experience in the administration of a LISP platform
- 1-2 years in the financial services industry
- Excellent verbal and communication skills
Competencies:
- Numeric ability
- Client focussed
- Accuracy skills essential
- Strong verbal and written communication skills
- Ability to work under pressure
- Ability to deal with complexity
- Systematic and organised
- Attention to detail
- Ability to recognise, communicate and assist in solving problems
- Ability to prioritise and function positively under pressure
- Ability to function as part of a team
- Computer literacy, especially Excel
Closing date: 30-Oct-2026
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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
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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 (Advantageous)
- 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: 15-Oct-2026
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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:
- Grade 12 Completed
- NQF 5 Wealth Management
- Relevant BCom Degree in Financial Planning / Investment Management (Advantageous)
- 3- 5 years’ relevant administration of investment business within the Financial Services Industry
- Proficient in both spoken & written English & at least one other of the SA languages
Competencies required:
- Ability to work as part of a team
- Attention to detail
- Be able to work under pressure
- High communication skills (verbal & written)
- Willingness to learn and take instruction
- Time management
- Open to engaging with clients
- Computer literacy (MS Office – Advanced MS Excel)
Closing date: 11-Oct-2026
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VACANCY | JUNIOR TECHNICAL WEALTH SPECIALIST: ADVICE (GRADUATE) | TYGERVALLEY, CAPE TOWN | CONTRACT (12 MONTHS)
- PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
- Are you a recent Financial Planning graduate ready to launch your career in the financial services industry? PSG is looking for a Junior Technical Specialist: Advice, to join our team in Tygervalley, Cape Town.
- This is a fantastic entry-level opportunity to gain hands-on exposure to financial planning and advice, working alongside a team of experienced specialists who support a large national network of financial advisers.
- Career level: Junior/Employment status: Contract/Qualification: Degree/Postgrad
Responsibilities:
- Assist with coordinating engagement sessions between internal and/or external stakeholders
- Assist in liaising with advisers, help capture and organise data received, and support feedback collation
- Assist with compiling financial planning related content
- Support senior team members on technical product and advice matters, including preparation for adviser-focused meetings
- Assist with investment related projects and daily tasks such as portfolio and product research
- Help track progress on team projects and provide general administrative support to keep them moving forward
- Help compile progress reports on projects and ad hoc business initiatives for review by senior team members
- Conduct research for ad hoc projects as assigned by the team
Minimum requirements:
Qualifications
- Degree in Financial Planning or related (completed, or final year of study)
- Postgraduate Diploma in Financial Planning / progress towards CFP designation (advantageous)
Experience
- No prior formal work experience required; this is an entry-level graduate opportunity
- Exposure to financial planning, the financial services industry or investment products, life insurance or financial planning through vacation work, internships or academic projects is advantageous
- Working knowledge of PowerPoint, Word and Excel
Skills/Competencies:
- Willingness and ability to learn financial products, advice and technical processes quickly
- Strong attention to detail and developing analytical skills
- Good verbal and written communication skills
- Strong interpersonal and relationship-building skills
- Proactive approach to identifying and helping solve problems
- Adaptable, resilient and eager to grow
- High emotional intelligence
- A team player who works well under guidance and supervision
Closing date: 16-Oct-2026
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Role Purpose
- The Marketing Manager will support the planning, execution and optimisation of marketing initiatives across the R21 Wealth and EB divisions.
- The role focuses on campaign coordination, brand alignment, communication development, CRM campaign management and event marketing support to drive brand awareness, client engagement and lead generation.
- The successful candidate will work closely with internal stakeholders to ensure marketing campaigns are executed efficiently, aligned with company CI standards, and measured for continuous improvement.
Key Responsibilities
Campaign Planning & Execution
- Assist in developing communication strategies and marketing action plans for specific Business Units.
- Coordinate and support the execution of marketing campaigns across multiple platforms.
- Monitor campaign performance during execution and optimise marketing activities where required.
- Ensure campaigns align with brand positioning and overall business strategy.
Marketing Communications & CRM
- Create and develop communication pieces within the CRM system.
- Draft campaign communication including invitations, newsletters, announcements and post-event messaging.
- Provide clear briefs for all design elements required for campaigns.
- Ensure accurate distribution lists and communication targeting.
Design & Brand Support
- Develop marketing assets including:
- Presentations
- Posters
- Campaign collateral
- Digital assets
- Ensure all communication and materials comply with company brand and corporate identity guidelines.
Digital Marketing & Brand Awareness
- Support initiatives to increase brand visibility and drive website traffic.
- Assist with digital marketing initiatives including email marketing and campaign promotions.
- Collaborate with business units to identify cross-selling marketing opportunities.
Campaign Monitoring & Reporting
- Monitor campaign performance and engagement metrics.
- Compile campaign reports highlighting key insights and results.
- Provide recommendations to improve future campaign outcomes.
Event & Webinar Management
- Assist with the coordination and marketing of company events across business units.
- Manage webinar logistics including:
- Setting up invitations
- Managing registration systems
- Hosting and running webinars
- Coordinating technical requirements
- Create and distribute post-webinar communication and follow-up content.
Quality Assurance & Stakeholder Coordination
- Ensure marketing activities across BU’s align with brand standards and campaign objectives.
- Collaborate with internal stakeholders to ensure campaign readiness and quality delivery.
- Support the marketing team in maintaining consistent messaging across all channels.
Minimum Requirements
- Completed degree in Marketing
- 2- 5 years’ working experience in a similar role within the insurance industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Proficient in Microsoft Office suite and marketing metrics systems.
Technical Skills
- CRM marketing systems
- Email marketing platforms
- Microsoft Office (PowerPoint, Excel, Word)
- Marketing analytics and reporting
- Basic design capability (Canva / Adobe / PowerPoint design)
- Webinar platforms (Teams / Zoom / similar)
Key Competencies
- Strong organisational and coordination skills
- Attention to detail
- Excellent written communication
- Ability to manage multiple campaigns simultaneously
- Stakeholder engagement and collaboration
- Creative thinking and problem solving
- Data-driven marketing mindset
Advantageous
- Experience in professional services, financial services, or corporate marketing environments
- Experience working across multiple business units or product lines
- CRM campaign management experience
Closing date: 07-Oct-2026
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Job description:
- This is an opportunity for a dynamic Financial Planner / Paraplanner to join a well-established office. In this role, the financial planner will assist the financial advisor in all respects.
- This includes financial planning for new clients, reviews, and client appointments. The role requires significant client interaction. The planner is not required to source their own clients, though this remains an option
Responsibilities:
- Financial advice and planning
- Prompt handling of client queries
- Continuous process development
- Continuous self-development and staying up to date with the latest legislation and market developments
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
- CFP and/or Postgraduate Diploma in Financial Planning (Requirement)
- Valid RE5 certificate
- At least 3 years relevant work experience within the financial industry
- Proficient in both spoken and written English and at least one other of the official South Africa languages
- Valid driver’s license and own vehicle
- Computer literacy (MS Office)
Competencies required:
- Analytical thinking
- Client service
- Presentation skills
- Analytical skills
- Ability to work in a team
Closing date: 05-Oct-2026
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Job Description:
- The Securities Financial Operations Administrator is responsible for the accurate and timely processing of financial transactions, payments, reconciliations, deposits, withdrawals and journals, while ensuring compliance with established processes, controls and supporting documentation requirements.
- The role also provides operational support to the team, maintains strong client relationships and assists with system testing and process improvements.
Responsibilities:
- Accurate and timely execution of payments; ensure necessary CRS, bank verification performed; ensure documents received and necessary processes followed for cession, 3rd party and estate late payments and relevant approval obtained as required or reject request up front if appropriate
- Accurate and timely preparation of the payments batch, including duplicate checker
- Accurate and timely preparation/distribution of bank reconciliations including processing bankovers and bank letters and timely listing of amounts in each bank account
- Accurate and timely listing of resident and non-resident deposits, keeping unallocated deposits to a minimum by applying policy and returning funds in a timely manner
- Accurate and timely processing and listing of non-resident withdrawals with appropriate supporting documentation
- Accurate and timely processing of PIA non-PIA journals
- Accurate and timely review of bank account listings, journals, deposits etc
- Coach and equip team
- Cover responsibilities for team leave and assist others in need
- Create where necessary, maintain and update detailed process documents
- Deliver quality on ad hoc projects
- Effectively monitor and action PSP payments in a timely manner, chasing up advisers regularly where insufficient funds or similar
- Embrace standard processes and controls
- Maintain good internal/external client relations
- Perform testing on IT fixes, enhancements and upgrades as and when required, including weekends
- Take responsibility for incoming calls and allocations on JIRA
Minimum requirements:
- B.Com Finance/Accounting
- 2-3 years of experience in financial services industry (preferably Securities/Stockbroking)
- MS Excel
- BDA system knowledge advantageous
- Familiarity with JIRA advantageous
Competencies required:
- Ability to plan and prioritise
- Ability to work effectively within a team
- Accuracy/attention to detail
- Analytical thinking
- Communication skills (verbal and written)
- Conflict management skills
- Deal with difficult clients and advisers
- Emotional Intelligence
- Enthusiasm to learn
- Flexibility
- Interpersonal skills and sensitivity
- Learn from mistakes
- Questioning mindset – understand why you are doing something
- Proactive
- Problem solving skills
- Strong work ethic
- Take ownership and responsibility for tasks assigned
- Time management and ability to work under pressure
Closing date: 09-Oct-2026
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Job Description:
- Responsible for PSG Wealth tax function, including both operational and financial tax aspects. The role involves strategic tax planning, managing tax risk (both financial and operational), as well as ensuring efficiency and effectiveness of tax processes.
- Role requires a strong blend of financial services specialist skills as well as excellent interpersonal skills for this team leadership role.
Responsibilities:
Operational Tax Management:
- Be actively involved in business development activities to help identify and research opportunities for advisers/clients
- Work closely with PSG Wealth service providers to ensure that all required tax client investment income and related data is available in required format and level of detail for submission to SARS and client tax certificates
- Work closely with IT team to ensure tax compliance, efficiency and effectiveness
- Liaising with the JSE regarding tax implications of corporate actions and transactions
- Liaising with ASISA regarding tax matters affecting the funds industry
- Analysis of all Corporate Actions regarding tax impact
Annual/Interim Tax Project Management
- Preparation and testing of annual/interim tax certificates (IT3b, IT3c, IT3a, IT3s, IT3f, IRP5) for provisional and annual tax purposes
- Submission of SARS files within the reporting deadlines
Financial Tax Management:
- Submission of all tax returns (Provisional Tax, Income Tax, VAT, DWT, PAYE, STT, IWT) for PSG Wealth businesses
- Analysis and review financial information and operational data in compliance with accounting standards and taxation requirements
- Monthly processing and review of tax accounting entries (including deferred tax)
- Balance sheet reconciliations for tax accounts
- Review & authorise tax payments
- Cashflow planning/management involving corporate tax payments
- Assist with reports and data required to ensure external audit requirement is met
General:
- Ensure timeous follow up and feedback on queries both externally and internally (SARS, advisers, clients, other PSG Wealth operational units)
- Analysis and implementation of any new tax legislation
- Identify and mitigate tax risks
- Preparation of tax objections and dealing with complex SARS matters
- Analysis of all business processes ensuring tax efficiency and compliance
- Continuous improvement of tax policies and processes, including automation
- Tax reporting to business committees (Opscom, Manco, Exco, Board)
- Engagement with external tax/legal experts on complex tax matters
- Assisting various operating divisions across the PSG Wealth with tax requirements and requests
Staff Management
- Management of small team, including professionals.
- Skills development of tax team
- Management of key dependencies within tax team
Minimum requirements:
- CA (SA) or Tertiary Tax Qualification is essential
- Post articles or working towards, Work experience in financial services industry advantageous
- Programming experience is advantageous
- MS Office skills with advanced Excel
Competencies required:
- Strong interpersonal skills and ability to build/manage strong relationships
- Ability to delegate
- Team player
- Policy, product, process and systems knowledge
- Ability to package and communicate financial information in a clear and concise manner
- Analytical thinking
- Ability to manage multiple deadlines
- Accuracy/attention to detail
- Time management skills
- Pro-active
Closing date: 16-Oct-2026
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Job description:
- The primary objective of this role is to strengthen the capability within the Technical Engineering Practice by bridging the gap between business requirements, system design, and technical implementation.
- The Technical Solutions Analyst will provide analytical and design support across systems and infrastructure, ensuring that proposed solutions are well-aligned, scalable, and consistent with PSG Group IT standards
Key Responsibilities
- Design feasible and compliant technical solutions based on functional and technical requirements.
- Bridge the gap between business requirements, system design, and technical implementation
- Document solution designs, integration points, and dependencies to support effective implementation and ongoing operations.
- Ensure solution designs align with Group IT architecture, security, and governance standards
- Integrate applications and data to create cohesive and consistent user experiences
- Integrate 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 platform
Minimum Requirements:
- BCom / BSc degree or equivalent qualification
- Minimum of 5 years’ experience as an IT professional
- Experience in software and data design
- Experience in system design and integration
- Experience in Cloud solutions
- Proven track record of project delivery
Competencies:
- Problem solving skills
- Dealing with complexity
- Planning/organising and coordinating skills
- Interpersonal skills (Interaction with different business divisions and level of management)
- Communication skills (verbal and written)
- Solutions driven
- Strong analytical skills
- Strong numeracy skills
- Industry specific knowledge
Closing date: 16-Oct-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. In your 18-month programme, you will play a large role in ensuring new business implementation, marketing plan implementation and client support.
Responsibilities:
- Gather Policy information
- Compile a summary of information
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing on Excel
- 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 Matric Certificate
- Completed BCom Degree (Preferably majoring in Finance, Investment Planning, Risk Management, Financial Planning) or BCom (Economics)
- Must have no more than 2 years experience in the financial services industry
- Proficient in written and spoken English and at least one other official South African language
- Computer literacy (MS Office proficiency)
Competencies required:
- Customer Service focused
- Task driven
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
Closing date: 11-Oct-2026
Method of Application
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