PSG Jobs:

To apply, click on the link at the end of the posts and all the best with your applications.

1. Wealth Investment Administrator | Stellenbosch, Western Cape
2. Wealth Adviser Assistant (ADP) | Pretoria, Gauteng
3. Wealth Adviser Assistant | Hyde Park, Gauteng
4. Team Leader-Fund Accounting | Constantia, Western Cape
5. Administrative Assistant | Hermanus, Western Cape
6. Adviser Assistant | Schweizer-Reneke, North West
7. Employee Benefits Adviser Assistant | Stellenbosch, Western Cape
8. Financial Manager | Tygervalley, Western Cape
9. HR Business Partner | Tygervalley, Western Cape
10. Insure Adviser | Pretoria, Gauteng
11. Insure Adviser Assistant (ADP) | Durbanville, Western Cape
12. Senior Employee Benefits Consultant | Stellenbosch, Western Cape

Wealth Investment Administrator | Stellenbosch, Western Cape

Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	07 Feb 2024
Reference Number:	POS09124
Closing date:	11 Mar 2024
Position Type:	Permanent
Location:	R21 EB and Wealth: Stellenbosch Technopark

Responsibilities:

• Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required.
• Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
• Work closely with Wealth Manager
• Provide ongoing feedback to clients.
• Process new business applications (capturing and quality checking).
• Follow up on applications and instructions
• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
• Ensure all electronic documents are loaded on the internal system.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios
• Deal with script transfers, personal share portfolios and load fees on IRESS system
• We welcome innovative and creative thinking.
• Compliance to Internal Processes:
  • Deliver service and commitments to clients thus building and maintaining a trust relationship with clients.
  • Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports etc.

Minimum requirements:

• Post Graduate Diploma in Financial Planning or Bcom qualification.
• 3 years relevant work experience in Financial Services industry
• RE5 qualification will be a requirement.
• Proficient in both spoken and written English
• Computer literacy (MS Office)

Competencies required:

• Analytical skills
• Team player
• Planning and Organising skills
• Prioritization
• Problem-solving skills
• Time management / Deadline driven

Wealth Adviser Assistant (ADP) | Pretoria, Gauteng

Category:	Administration and Operations
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	26 Feb 2024
Reference Number:	POS37647
Closing date:	11 Mar 2024
Position Type:	Permanent
Location:	Pretoria Irene Sover

Job description:

The Advisor Assistant is responsible for providing support to Financial Advisors, specifically focused on investment and retirement proposals, monthly portfolio reviews, client service, and processes, communicating with clients by phone and or email. The assistant will also be responsible for filing and updating the internal system.

Responsibilities:

• Assist and support Adviser by dealing with client queries telephonically or by written correspondence as required.
• Gather policy information.
• Research product information.
• Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner.
• Provide ongoing feedback to clients.
• Prepare and implement investment/retirement proposals.
• Process new business applications (capturing and quality checking).
• Responsible for monthly reviews of client portfolios.
• Follow up on applications and instructions.
• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios.
• Prepare cash flow analysis and retirement planning calculations.
• Prepare and distribute client communication.
• Adhere to general administration tasks, filing, updating the internal system, electronic storing of documentation, reports.

Minimum requirements:

• Completed Bachelor of Commerce in Finance e.g. BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
• 1-2 Years experience in Financial Services Industry
• RE5 will be advantageous
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

 Competencies required:

• Well Presented and energetic
• Open to engaging with clients
• Analytical Skills
• Planning and Organising skills
• Prioritization
• Team player
• Problem-solving skills
• Good time management and deadline driven

Wealth Adviser Assistant | Hyde Park, Gauteng

Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	08 Feb 2024
Reference Number:	POS37618
Closing date:	07 Mar 2024
Position Type:	Permanent
Location:	Hyde Park

Job description:

The successful candidate will be responsible for administration, interacting with clients and providing client services. You will ensure new business implementation.

Responsibilities:

• Administration of all new business
• Gather Policy information
• Compile a summary of information
• Research product information
• Handle new applications and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Diary management
• Arrange appointments between Wealth Adviser and Clients
• Prepare & implement investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements and Personal Financial Reports
• Build and maintain good working relationships
• Record details of transactions using the myPractice Notes module
• Maintain Service Level agreement deadlines
• Ensure FICA & FAIS Compliance

Minimum requirements:

• Matric
• RE 5 (advantageous)
• 3 – 5 years wealth experience (Financial advisers)
• 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

Team Leader-Fund Accounting | Constantia, Western Cape

Category:	Administration and Operations
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	16 Jan 2024
Reference Number:	POS01561
Closing date:	20 Mar 2024
Position Type:	Permanent
Location:	Constantia Main Road

Job description:

1. Summary of the broad purpose of the position, in relation to the organisation’s divisional goals-Asset Administration of local and offshore Portfolios

2. Reporting and key working relationships- Report to Line Manager- Fund Accounting/Asset Pricing Team and Business Support Analysts

3. Special conditions- Able to work extended hours as required

Responsibilities:

COMPETENCY DEFINITION

Competencies for this position are presented in three categories:

1) Technical / Business skills: Technical / Professional Knowledge

2) Thinking approach: Cognitive approach

3) Interpersonal Skills: Character / personal approach

1) Technical / Business

Ensure accurate and efficient pricing and review of in-house administered portfolios. Administration is completed within the appropriate standard frameworks, using technology and documentation as appropriate.

a) Perform daily oversight of pricing of portfolios

• Process and review all inputs into the pricing process
• Review daily Reconciliations
• Review outputs of pricing process to identify all exceptions and anomalies
• Ensure all exceptions correctly resolved
• Perform ad-hoc analysis to investigate queries

 b) Perform Fund and UT distributions, corporate event checks and reporting requirements

• Perform fund distributions and underlying FOF distributions monthly
• Perform weekly corporate event checks and daily sign offs
• Perform C23, CBM and TER reporting
• Perform ad-hoc analysis to investigate queries

 c) Oversee and sign off Trading and Settlement process

• Oversee and sign off on trading and settlement for local and offshore Fund of Funds
• Oversee and sign off on settlement for all Equities, Fixed Interest and Derivative instruments

 d) Computer Literacy

• Intermediate Excel skills

 Skill sets required:

Thinking

Systematic approach

• Systematic, organised working conventions.
• Understanding procedure and managing team’s adherence to process and procedure
• Ability to prioritise and plan team and own workload and keep to deadlines

Numeric understanding

• Analytical thinker and can grasp advanced calculation requirements

Problem solving and decision making

• Identify cause effect relationship and provide effective and efficient solutions
• Serve as a point of call for the team for appropriate action including when to escalate
• Advanced numerate problem-solving ability

Perceptive judgment

• Detailed, systematic and accurate approach to work

Interpersonal

• Independent individual that supports team in reaching goals

Independent individual

• Persistence to getting tasks completed according to standards provided and strive to be approachable

Team support & leadership

• Ability to recognise, communicate and assist in solving problems
• Ongoing training of team and new staff onboarding and awareness of team members’ state of being
• Complete Performance reviews

Ability to cope with pressure

• Ensure awareness of team members in times of pressure
• Ensure problem resolution and communicate pressure catalysers to appropriate parties

Communication

• Provide timeous and relevant feedback to all parties concerned
• Ability to express problems and issues clearly and unambiguously

Accountability

• Accept responsibility of running day-to-day tasks of the fund accountants
• Communicate mistakes and work towards optimal resolution of problems

 Minimum requirements:

• Minimum qualification: Matric, University degree
• Punctuality and Time management skills
• Detail orientated
• Communication skills (oral and written: Minimum requirement: English)
• Organization and planning
• Friendly and Polite, Interpersonal skills
• Integrity

Administrative Assistant | Hermanus, Western Cape

Category:	Administration and Operations
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	21 Feb 2024
Reference Number:	POS08252
Closing date:	08 Mar 2024
Position Type:	Permanent
Location:	Hermanus Magnolia St

Job description:

Administrative 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. The role needs excellent client office administrative skills.

Responsibilities:

• Accuracy and attention to detail
• Sound client service and communication skills
• Ability to work under pressure as part of a team
• Ability to prioritize and manage time efficiently
• Conflict management and resolution skills

Minimum requirements:

• Grade 12 / NQF4 qualification
• Tertiary qualification(s) and / or industry related certification(s) will be advantageous
• Knowledge of financial legislation (FAIS & FICA) will be advantageous
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)

Recommended requirements:

• 2 – 3 years relevant work experience within the financial services industry

Competencies required:

• Accuracy and attention to detail
• Sound client service and communication skills
• Ability to work under pressure as part of a team
• Ability to prioritize and manage time efficiently
• Conflict management and resolution skills

Adviser Assistant | Schweizer-Reneke, North West

Category:	Administration and Operations
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	10 Jan 2024
Reference Number:	POS37499
Closing date:	05 Mar 2024
Position Type:	Permanent
Location:	Schweizer Reneke Schweizer Street

Job description:

The Adviser Admin Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship management and office administrative skills.

Responsibilities:

• General administrative duties
• Assist Broker with tasks
• Prepare client files
• Process client queries and instructions
• Administer all products
• Available to assist clients 24/7
• Able to navigate and assist clients on CRM systems

 Minimum requirements:

• Grade 12 qualification
• RE 5
• Certificate in Short-Term Insurance (150 Credits)
• 5+ years relevant work experience within the short-term insurance industry
• Proficient in both spoken and written Afrikaans and English
• Computer literacy (MS Office)

 Competencies required:

• Efficient and accurate
• Teamwork
• Great multi-tasker
• Organising and planning
• Perform well under pressure
• Client service orientation
• Attention to detail

Employee Benefits Adviser Assistant | Stellenbosch, Western Cape

Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	07 Feb 2024
Reference Number:	POS08244
Closing date:	11 Mar 2024
Position Type:	Permanent
Location:	R21 EB and Wealth: Stellenbosch Technopark

Job description:

PSG has an exciting opportunity for an applicant who will be responsible for primarily performing the tasks that comprises of after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service Model and Procedures. You will be required to hold a moderate level of technical knowledge to perform the role. The role needs excellent relationship management, secretarial and administrative skills.

Responsibilities:

• Interact with clients (management of relationships and providing client services)
• Underwriting coordination
• New business implementation
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products & processes, including claims and billing
• Coordinate prospecting projects
• Research product information
• Maintain CRM system

 Minimum requirements:

• Relevant BCom qualification
• Minimum 1-2 year’s relevant work experience within the financial industry
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages

 Competencies required:

• Client services and telephone etiquette
• Planning and organizing skills
• Team-player
• Ability to work under pressure
• Time management skills

Financial Manager | Tygervalley, Western Cape

Category:	Finance
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	04 Jan 2024
Reference Number:	POS04776
Closing date:	07 Mar 2024
Position Type:	Permanent
Location:	Tyger Valley

Job description:

The successful incumbent will be responsible for the financial management of the finance department.  The individual is expected to work closely with the Accountants responsible for the accounting function and assist with any accounting issues as well as reviewing the monthly processing. We require the skills of a dynamic individual who has the willingness to learn and develop within a finance division.

Responsibilities:

• Review of reconciliations
• Review of monthly accounting processing
• Compiling of management reports and analysis
• Cashflow and investments management and approving of payments and collections
• Assist with budgeting and forecasting
• Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis
• VAT and Income tax calculations and returns
• Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA)
• Compilation of the annual financial statements in terms of IFRS
• Assist Regional Managers with financial information
• Liaising and assisting with internal and external auditors
• Resolving reconciling and long outstanding items on balance sheet reconciliations
• Systems, processes and internal control improvements
• Assist with ad hoc queries until resolution

Minimum Requirements:

• CA (SA) qualification
• 3 – 5 years’ relevant experience (Financial Services / Short Term Insurance Industry advantageous)
• Strong technical skills, including sound IFRS knowledge
• MS Excel, MS Word, MS Outlook
• Experience in accounting packages such as Great Plains, SAP, Accpac advantageous

Competencies:

• Communication / presentation skills
• Interpersonal skills
• Achievement / results driven
• Team player
• Strong time management skills
• Numerical and analytical skills
• Deadline orientated
• Management skills 

HR Business Partner | Tygervalley, Western Cape

Category:	Human Resources
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	18 Jan 2024
Reference Number:	POS37502
Closing date:	05 Mar 2024
Position Type:	Permanent
Location:	Tyger Valley

Job description:

The role is required to provide a value-added HR service to both management and employees of the Distribution Insure Business Unit. The successful incumbent must be able to translate business needs into HR deliverables.

Responsibilities:

• Provide on-going HR support and business partnering, focusing on achieving business objectives by leveraging the HR agenda
• Align Group HR requirements with the business unit
• Implement HR projects designed for the business unit
• Provide recruitment and selection support on all levels
• Provide employee relations support for the business unit
• Provide HR consultation on all HR business partnering components on the HR value proposition, including retention management.

 Minimum requirements:

• National Diploma / Degree in HR Management / Industrial Psychology
• 3+ years relevant HR experience
• Relevant knowledge, skills and experience in HR business partnering within the financial services industry
• Sound knowledge of BCEA, EE, LRA, OHSA
• Computer literacy (MS Office – Advanced Excel skills)

 Competencies required:

• Analytical skills
• Problem solving
• Resilience
• Relationship building
• Teamwork
• Ability to influence and negotiate

Insure Adviser | Pretoria, Gauteng

Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	05 Dec 2023
Reference Number:	POS37340
Closing date:	06 Mar 2024
Position Type:	Permanent
Location:	Pretoria North

Job description:

The Adviser is responsible for the selling of short-term commercial insurance products and services to the right clients.

Responsibilities:

• Aggressive selling of short-term products specialising in commercial lines
• Quotations for clients
• Follow up on leads
• Advising clients on their short-term insurance needs
• Handling of incoming and outgoing calls
• Renewal visits to clients if requested
• Building and maintaining good working relationships with clients, product providers, colleagues etc.
• On-site and of site meeting with clients
• Dealing with service providers
• Implement company strategy

Skill sets required:

• Grade 12
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation
• Regulatory examination 1 (Representatives) RE5 successfully completed
• A minimum of 5 years´ commercial insurance experience commercial
• DOFA confirmation from FSCA
• Good verbal and written communication skills
• Good negotiating skills
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Problem solving and analysis
• Planning and organising
• Strong sales and marketing experience
• Own transport

Insure Adviser Assistant (ADP) | Durbanville, Western Cape

Category:	Administration and Operations
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	21 Feb 2024
Reference Number:	POS37614
Closing date:	08 Mar 2024
Position Type:	Permanent
Location:	Durbanville-Oxford Street

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

 Skill sets required:

• Matric
• NQF 4 in Short Term Insurance
• 1-2 Years short-term insurance experience
• Regulatory examination 1 (Representatives) RE5 successfully completed.
• Good verbal and written communication skills
• Good administration skills
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills
• Resilient with a good level of stress tolerance

Senior Employee Benefits Consultant | Stellenbosch, Western Cape

Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	07 Feb 2024
Reference Number:	POS08243
Closing date:	11 Mar 2024
Position Type:	Permanent
Location:	R21 EB and Wealth: Stellenbosch Technopark

Job objective

Primary objective:

• To 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.
• Excellent technical knowledge on both risk and retirement
• To ensure an effective employee benefits environment and adhere to all FAIS requirements

 Duties:

• Independently manage and consult on client portfolio.
• Establish and maintain relationships with key decision makers at the participating Employer
• Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund.
• Effective management of service providers and adherence to PSG standard operating procedures
• Prepare and conduct member presentations Individual discussion with new members explaining benefits, when required.
• Conduct risk and retirement re-brokes
• Prepare and distribute agenda packs for meetings.
• Manage monthly reconciliations.
• Provide ongoing feedback to clients.
• Arrange MANCO meeting and perform secretarial services; agenda pack preparation, minutes, actions from meetings
• Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service and support.
• Building key relationships with all service providers (i.e. administrators, insurers, etc.), and clients.
• Legal Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes.
• Attend required internal and external forums and training courses.

 Compliance to Internal Processes:

• Delivering of service and commitments to clients thus building and maintaining a trust relationship with clients.
• Undergo all training required.
• Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports etc.

 Minimum Requirements: 

• Matric and NQF Level 6 and / or CFP qualifications.
• 5 years’ experience in the Employee Benefits industry.

Critical Competencies:

• Strong computer skills (ie Microsoft Word, Excell, Powerpoint etc)
• Planning and organising
• Presentation & communication skills
• Problem solving, analysis & negotiating skills
• Flexibility
• Strong understanding of customer and market dynamics and requirements.
• Strong entrepreneurial qualities
• Self-motivated
• Resourceful Client-centric Expertise and Continuous Learning
• Personal Accountability

 Core Competencies

• Maintain professional internal & external relationships that meet company core values
• Demonstrate technical as well as product knowledge.
• Have excellent knowledge of the client value proposition and service offering.
• Have a solid understanding of the employee benefits industry as well as competitors operating in this environment.
• Understand how own contribution impacts on the results of a business area.
• A track record of client service excellence.

 Attributes

• Self-starter, Self-motivated, Self-managed and accountable for performance outputs
• Independent thinker, yet operate within a team-based approach
• Can do attitude
• Strong decision-making skills and ability to use professional judgment
• Excellent interpersonal and relationship building skills
• Trustworthy
• Read & understand people well, connect and show empathy
• Ambitious and goal orientated
• Presentable & Professional
• Extroverted and approachable
• Communicate effectively
• Drive execution
• Foster innovation
• Demonstrate high integrity
• Analytical thinking
• Problem solving
• Additional Inherent Requirements
• Meet required deadlines.
• Own transport and driver license required.
• Only short-listed candidates will be contacted

Click here to apply

All the best with your applications.