PSG Jobs

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

1. Adviser Assistant | Schweizer-Reneke, North West
2. Adviser Assistant | George, Western Cape
3. Commercial Insure Adviser| Plettenberg, Western Cape
4. Commercial Underwriting Consultant | Jeffreys Bay, Eastern Cape
5. Head of Fund Accounting | Constantia, Western Cape
6. Insure Adviser Admin Assistant | Klerksdorp, North West
7. Insure Adviser Assistant | Ruimsig, Roodepoort – Gauteng
8. Insure Adviser: Personal Lines | Newlands, Western Cape
9. Insure Adviser: Personal Lines | Nylstroom, Limpopo
10. Insure Adviser: Personal Lines | Wolwespruit, Gauteng
11. myPractice Support | Bellville, Western Cape
12. Quantitative Analyst | Constantia, Western Cape

Adviser Assistant | Schweizer-Reneke, North West

Designation:	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:	30 Apr 2024
Position Type:	Permanent
Location:	Schweizer Reneke Schweizer Street

VACANCY | ADVISER ASSISTANT | SCHWEIZER RENEKE, NORTH WEST | PERMANENT

PSGs 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.

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

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 30 April 2024. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

Adviser Assistant | George, Western Cape

Designation:	Adviser Assistant | George, Western Cape
Category:	Administration and Operations
Job Level:	Semi-skilled and discretionary decision making
Posted by:	PSG Financial Services
Posted on:	27 Mar 2024
Reference Number:	POS37701
Closing date:	09 Apr 2024
Position Type:	Permanent
Location:	George Central

VACANCY | ADVISER ASSISTANT | GEORGE, WESTERN CAPE | PERMANENT

PSGs 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.

Job description:

The Adviser 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
• Degree in Finance (Advantageous)
• 5+ years administration experience in financial services industry
• 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

Commercial Insure Adviser| Plettenberg, Western Cape

Designation:	Commercial Insure Adviser| Plettenberg, Western Cape
Category:	Client/Intermediary Services
Job Level:	Semi-skilled and discretionary decision making
Posted by:	PSG Financial Services
Posted on:	29 Mar 2023
Reference Number:	POS08047
Closing date:	23 Apr 2024
Position Type:	Permanent
Location:	Plettenberg Bay

VACANCY | COMMERCIAL INSURE ADVISER | PLETTENBERG BAY, WESTERN CAPE | PERMANENT

PSGs 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.

Job description:

The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will focus on personal and commercial lines business.

Responsibilities:

• Gather Policy information
• Compile a summary of information
• Handle new application and quotations
• Handle and solve client enquiries (all existing business enquiries)
• Arrange appointments between Insure Adviser and Clients
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships
• Maintain Service Level agreement deadlines
• Manage policy renewals

Skills sets required:

• Grade 12
• Computer literate (MS Outlook, Excel, and Word)
• Successfully completed the RE 5 Examination (Representatives)
• NQF Level 4 Short Term Insurance qualification or studying toward
• A minimum of 2-3 years working experience within the Insurance industry
• Good verbal and written communication skills
• Good administration, organisation, and planning skills
• Good multi-tasking and time management skills
• Highly reliable, adaptable, and resilient
• Problem solving
• Attention to detail
• Team player
• Highly client-focused with good interpersonal skills

Commercial Underwriting Consultant | Jeffreys Bay, Eastern Cape

Designation:	Commercial Underwriting Consultant | Jeffreys Bay, Eastern 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:	07 Mar 2024
Reference Number:	POS08997
Closing date:	16 Apr 2024
Position Type:	Permanent
Location:	Jeffreys Ba

VACANCY | COMMERCIAL UNDERWRITING CONSULTANT | JEFFREYS BAY, EASTERN CAPE | PERMANENT

PSGs 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.

Job description:

To provide commercial underwriting assistance to the Adviser.

Responsibilities:

• Liaising with clients
• Preparing quotations
• Issuing new policies, renewals, and endorsements
• Building and maintaining good working relationships with clients, colleagues and internal stakeholders
• Recording details and information on the relevant systems
• General office assistance and administration

Skill sets required:

• Grade 12
• Fully computer literate (MS Word, Excel and Outlook)
• Minimum NQF Level 4– Full qualification (short-term insurance) as set by regulation
• Regulatory examination 1 (Representatives) RE5 successfully completed
• Class of business
• A minimum of 5 years´ short-term insurance experience in commercial lines
• Experience on Ski, Tial and Santam Policy Centre systems is a requirement
• DOFA confirmation from FSCA
• Good verbal and written communication skills
• Good administration skills
• Planning and organising skills
• Time management skills
• Resilient with a good level of stress tolerance
• Good time management skills, with the ability to prioritize tasks
• Highly client focused with good interpersonal skills

Head of Fund Accounting | Constantia, Western Cape

Designation:	Head of Fund Accounting | Constantia, Western Cape
Category:	Administration and Operations
Job Level:	Professionally qualified and experienced specialists and mid-management
Posted by:	PSG Financial Services
Posted on:	27 Mar 2024
Reference Number:	POS06260
Closing date:	26 Apr 2024
Position Type:	Permanent
Location:	Constantia Main Road

VACANCY | HEAD: FUND ACCOUNTING DIVISION | CONSTANTIA, WESTERN CAPE | PERMANENT

PSGs 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.

Job description:

• Summary of the broad purpose of the position, in relation to the organisation’s divisional goals- Asset Running of the day to day administration of local and offshore Portfolios
• Reporting and key working relationships- Report to Line Manager- Fund Accounting/Asset Pricing Team and Business Support Analysts
• Special conditions- Able to work extended hours as required

Responsibilities:

Competency Definition

Competencies for this position are presented in three categories:

• Technical / Business skills: Technical / Professional Knowledge
• Thinking approach: Cognitive approach
• Interpersonal Skills: Character / personal approach
• 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) Management of Pricing Department

• Demonstrate technical and management leadership in the subject of fund accounting
• Management of all deadlines and deliverables in the end-to-end process from trade cycle, corporate events, price scrubbing and other inputs to the dissemination of the finalized NAV
• Minimizing errors through implementing extra controls and optimizing processes
• Manage, motivate, and mentor the fund accounting team.
• Identify training and development needs of the team to ensure continuity in our service delivery
• Participate and collaborate with internal and external teams to minimize risk and streamline processes affecting the department
• Develop strong and trusted relationships with external and internal parties
• Remain up to date with industry and regulatory changes
• Actively manage issues and risks to resolution for all escalated matters.
• Perform ad-hoc analysis to investigate queries
• Adhering to TCF principles

b) Oversight and review of reporting and key controls

• Review and sign off fund distributions and underlying FOF distributions monthly
• Review and sign off weekly corporate event checks
• Review and sign off all quarterly reporting
• Review and sign off of any additional/ad hoc reporting as and when required

 C) 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 the Fund accounting Team.
• Communicate mistakes and work towards optimal resolution of problems

 Minimum requirements:

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

Insure Adviser Admin Assistant | Klerksdorp, North West

Designation:	Insure Adviser Admin Assistant | Klerksdorp, North West
Category:	Finance
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	23 Nov 2023
Reference Number:	POS37374
Closing date:	12 Apr 2024
Position Type:	Permanent
Location:	Klerksdorp Unit 16 Buffelspark 48 Buffeldoorn Street Flamwood

VACANCY | INSURE ADVISER ADMIN ASSISTANT | KLERKSDORP, NORTH WEST | PERMANENT

PSGs 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.

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 with Full Qualification / 150 FAIS 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

Insure Adviser Assistant | Ruimsig, Roodepoort – Gauteng

Designation:	Insure Adviser Assistant | Ruimsig, Roodepoort – Gauteng
Category:	Administration and Operations
Job Level:	Semi-skilled and discretionary decision making
Posted by:	PSG Financial Services
Posted on:	26 Mar 2024
Reference Number:	POS37695
Closing date:	09 Apr 2024
Position Type:	Permanent
Location:	Ruimsig Hole in One

VACANCY | INSURE ADVISER ASSISTANT | RUIMSIG, ROODEPOORT – GAUTENG | PERMANENT

PSGs 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.

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
• 0 – 2 years’ experience in the financial services industry
• Proficient on both spoken and written English, and at least one other of the official South African languages
• Good administration skills
• Planning and organising skills
• Time management skills
• Highly client focused with good interpersonal skills
• Resilient with a good level of stress toleranc

Insure Adviser: Personal Lines | Newlands, Western Cape

Designation:	Insure Adviser: Personal Lines | Newlands, 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:	16 Feb 2024
Reference Number:	POS37635
Closing date:	16 Apr 2024
Position Type:	Permanent
Location:	Newlands Boundary Terraces

VACANCY | INSURE ADVISER: PERSONAL LINES | NEWLANDS, WESTERN CAPE | PERMANENT

PSGs 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.

Job description:

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

Responsibilities:

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

 Minimum Requirements:

• Grade 12
• NQF 4 Full Short-term Insurance
• RE5
• 5+ years´ short-term insurance experience in personal lines
• DOFA confirmation from FSCA

Skill sets required:

• 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: Personal Lines | Nylstroom, Limpopo

Designation:	Insure Adviser: Personal Lines | Nylstroom, Limpopo
Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	16 Feb 2024
Reference Number:	POS37644
Closing date:	16 Apr 2024
Position Type:	Permanent
Location:	Modimolle Thabo Mbek

VACANCY | INSURE ADVISER: PERSONAL LINES | NYSTROOM, LIMPOPO | PERMANENT

PSGs 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.

Job description:

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

Responsibilities:

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

Minimum Requirements:

• Grade 12
• NQF 4 Full Short-term Insurance
• RE5
• 5+ years´ short-term insurance experience in personal lines
• DOFA confirmation from FSCA

 Skill sets required:

• 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: Personal Lines | Wolwespruit, Gauteng

Designation:	Insure Adviser: Personal Lines | Wolwespruit, Gauteng
Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	16 Feb 2024
Reference Number:	POS37636
Closing date:	16 Apr 2024
Position Type:	Permanent
Location:	Wolwespruit

VACANCY | INSURE ADVISER: PERSONAL LINES | WOLWESPRUIT, GAUTENG | PERMANENT

PSGs 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.

Job description:

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

Responsibilities:

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

Minimum Requirements:

• Grade 12
• NQF 4 Full Short-term Insurance
• RE5
• 5+ years´ short-term insurance experience in personal lines
• DOFA confirmation from FSCA

Skill sets required:

• 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

myPractice Support | Bellville, Western Cape

Designation:	myPractice Support | Bellville, Western Cape
Category:	Information Technology
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	27 Mar 2024
Reference Number:	POS04003
Closing date:	09 Apr 2024
Position Type:	Permanent
Location:	Tyger Waterfront Bon

VACANCY | MYPRACTICE SUPPORT | BELLVILLE, WESTERN CAPE | PERMANENT

PSGs 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.

Job description:

PSG has a great opportunity for an individual who will be responsible for telephonic and written support on the company client portals and PSG applications. You will be part of a team of support agents. The ideal candidate must have a degree and excellent telephone etiquette. PSG is a fast-paced environment, successful candidates need to be able to work in a team but also find solutions bases on previous cases to improve solution driven support.

Responsibilities:

• Telephonic/written support of end users of PSG’s CRM system
• Manage expectation of clients
• Ticket resolution of tickets that come through the ticketing system
• Make suggestions for improvements – identify recurring items to raise awareness and suggest possible solution to identify trends
• Liaise between users and various departments to resolve problems or issues

 Minimum requirements:

• Completed BCom Degree in Economics & Econometrics / Investment Management / Accounting / Finance / Informatics & Information Systems
• Proficient in both spoken and written English and at least one other of the official South African languages
• Excellent Computer literacy (MS Office)

Competencies required:

• Effective communication and knowledge sharing abilities
• Attention to detail and accuracy
• Communication and influencing skills
• Results Orientated and driven to find solutions

Quantitative Analyst | Constantia, Western Cape

Designation:	Quantitative Analyst | Constantia, Western Cape
Category:	Information Technology
Job Level:	Professionally qualified and experienced specialists and mid-management
Posted by:	PSG Financial Services
Posted on:	27 Mar 2024
Reference Number:	POS08700
Closing date:	26 Apr 2024
Position Type:	Permanent
Location:	Constantia

VACANCY | QUANTITATIVE ANALYST | CONSTANTIA, WESTERN CAPE | PERMANENT

PSGs 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.

Job description:

An opportunity exists for a Quantitative Analyst within the investment team of a growing financial services organisation. The role requires an individual with strong skills and relevant industry experience in systems and data, and excellent quantitative skills. The individual will be the custodian of the investment team’s data, will liaise with the Business Analyst team to improve the front office data management, and will ultimately use the extensive investment databases to help improve the Investment processes, identify new investment ideas, and to improve portfolio construction and risk management.

Responsibilities:

• Review and document all data collection, storage, and usage of data within the investment team.
• Liaise with the Business Analyst team on new system implementations, including the Order Management System and Data Centralisation initiatives.
• Manage data within the investment team, improving collection, storage, and retrieval. Look for opportunities to upgrade and streamline existing processes or create new enhanced processes.
• Look for opportunities to leverage off the investment team’s data to identify new investment ideas, enhance the investment process, and improve portfolio construction and risk management.
• Take ownership of existing portfolio analysis tools (including iMaps and Bloomberg), constantly looking to provide incrementally better portfolio and risk analytics to the portfolio managers.
• Liaise with the Business Analyst team and Sales / Marketing to understand the investment team relevant data collected and maintained outside the investment team (analysis of portfolio trades, Statpro reports of attribution/contribution, etc) and ensure this data is available in the appropriate format as and when required.

Minimum requirements:

• Relevant degree.
• Interest in leveraging off systems, ,data and quantitative skills to add value to asset management clients through improved risk-adjusted returns.
• Experience within asset management industry (could an be in investment team or in IT / business development).
• SQL skills that allow for exploration and analysis of data.
• Excellent numeracy skills with the ability to reconcile and track data across systems over time.
• Solid understanding of databases and ability to analyse data.

Competencies required:

• Problem solving skills
• Dealing with complexity
• Planning / organising and coordinating skills
• Interpersonal skills.
• Communication skills (verbal and written)
• Influencing others
• Critical Thinking
• Business acumen
• Collaboration
• Initiating Action/self-starter
• Solutions driven
• Strong analytical skills
• Strong numeracy skills

Click here to apply

All the best with your applications.