PSG Vacancies

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

1. Unit Trust Administrator | Constantia, Cape Town – Western Cape
2. Software Developer | Mauritius
3. Senior Administrator | Rosebank, Gauteng
4. Accountant | Bellville, Western Cape
5. Company Secretary | Tygervalley, Cape Town – Western Cape
6. Insure Adviser: Commercial & Personal Lines | Louis Trichardt, Limpopo
7. PSG 2025 Graduate Programme | Finance – Centurion

Unit Trust Administrator | Constantia, Cape Town – Western Cape

Designation:	Unit Trust Administrator | Constantia, Cape Town – Western Cape
Category:	Administration and Operations
Job Level:	Semi-skilled and discretionary decision making
Posted by:	PSG Financial Services
Posted on:	25 Jun 2024
Reference Number:	POS04141
Closing date:	24 Jul 2024
Position Type:	Permanent
Location:	Constantia Main Road

Overview:

VACANCY | UNIT TRUST ADMINISTRATOR | CONSTANTIA, CAPE TOWN – WESTERN CAPE | PERMANENTPSGs 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.

Responsibilities:

• Capturing / Approving instructions into the internal system
• Ensuring that all FICA requirements are complied with
• Accurate processing of client and transaction data
• Managing professional client relationships via telecommunications
• Attending to internal and external queries
• Maintaining good internal relationships with various departments
• In Time Quality feedback to all stakeholders
• Promote positive team dynamic
• Processing of all daily client transactions
• Performing validations on incoming client instructions
• Examining captured instructions for accuracy
• Attending to queries from clients
• Maintaining records of all interactions with clients
• General Reporting
• Uploading files and release payment

Competencies:

• Attention to detail
• Accuracy
• People skills
• Product knowledge
• Time Management
• Results Orientated
• Systematic, organised working conventions
• Following and understanding procedure
• Ability to follow and complete routine functions
• Ability to prioritise and plan workload
• Ability to keep to deadlines
• Analytical thinker
• Problem solving and decision making
• Independent worker that supports team in reaching goals
• Persistence to getting tasks completed according to standards provided
• Strive to be approachable
• Able to control workload within given time limits
• Use initiative in managing workload expectations
• Share workload and knowledge
• Ensure awareness of team members in times of pressure
• Ensure problem resolution attitude.
• Experience working on AWD, specifically Silica systems would be an advantage.
• Strong client services skills

Minimum Qualifications & Requirements:

• Minimum Matric
• Degree: Business Relates
• Minimum of three (3) to five (5) years’ working experience within the financial services industry
• Must have demonstrable experience of working in support of a senior individual and understand the need for confidentiality
• Sound administration experience
• Must have computer skills (Windows, Word, Power point, Excel, Internet)
• Proficient in both spoken and written English and at least one other of the official South African languages

Other:

• Driver license with own reliable transport
• Willingness to work outside of business hours and weekends

Software Developer | Mauritius

Designation:	Software Developer | Mauritius
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 Jun 2024
Reference Number:	POS37431
Closing date:	11 Jul 2024
Position Type:	Permanent
Location:	Mauritius Grand Baie

Overview:

VACANCY | SOFTWARE DEVELOPER | MAURITIUS | PERMANENTPSGs 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:

A unique opportunity to join a JSE listed financial organisation that continually delivers excellent results and growth that exceed all competitors in the market. Become part of a team working on Key projects in PSG Financial Services in Partnership with business stakeholders to deliver great value with an opportunity to make a real impact in the PSG success story. Design and Develop PSG Financial Services transactional systems, Line of business systems and processes that are at the forefront of the Digital transformation of the organisation. Be an integral part of digitising our client journeys through changes to websites and software applications to meet both functional and technical requirements in producing quality solutions.

Responsibilities:

• Key strategic manager responsible for planning, organising, monitoring and controlling all aspects of the SDLC.
• Manage new strategic development as well as maintenance of existing applications.
• Conduct weekly negotiations between business and project team to build consensus on the prioritization of requests.
• Act as the technical owner of a set of applications.
• Manage the relationship with business owners and ensure that business objectives are reflected in the technical processes which they manage.
• Ensures an appropriate supply of technical experts to fill available positions in the delivery portfolios
• Manage a project or set of projects in a programme related to their technical application set.
• Ensure that the application remains adaptive to emerging client needs in its lifetime.
• Extend or design new operational processes.
• Manage relationships with 3rd party vendors in terms of commercial and service delivery.
• People management, including providing guidance and skill development and being accountable for performance metrics of all direct reports.
• Contribute towards IT and business strategy development.
• Drive continuous improvements to team practices and operational environments.
• Ensures that Security forms an integral part of all technology capabilities.
• Manages all Audits, Risks & Compliance requirements to ensure adherence to regulations.

Minimum requirements:

• Relevant Degree/Diploma
• 5 – 10 years in development manager or technical lead role
• Proven experience in delivering enterprise grade modern systems
• Implemented / adapted teams into an efficient IT Service Management practice
• IT Governance and Risk reporting
• Technologies
  • C# back-end .Net 3.5+
  • SQL Server 2008 or Later
  • “Modern JavaScript libraries” – AngularJS, Angular 2+, Underscore,
  • KnockoutJs, JQuery, BackboneJS,
  • Foundation, etc
  • ASP.NET (Web forms) / MVC 2.0+ (Required)
  • ASP .Net Core (Web Api, Windows Services)
  • HTML 5
  • CD/CI pipelines
  • Cloud PaaS consumption
  • Rest Services
  • Kubernetes/Docker

Competencies required:

• Deliver Business value through quality technical solutions and code
• Be accountable for projects. Take ownership from start to finish of all tasks
• Drive the technical standard higher through innovative and scalable technology delivery
• Understand our business and clients and deliver great services
• Work internally to improve and automate our service offerings to clients
• Ensuring that the website and internal systems have maximum uptime
• Design and deliver scalable, secure code that enable our digital offering

Senior Administrator | Rosebank, Gauteng

Designation:	Senior Administrator | Rosebank, Gauteng
Category:	Administration and Operations
Job Level:	Semi-skilled and discretionary decision making
Posted by:	PSG Financial Services
Posted on:	25 Jun 2024
Reference Number:	POS37871
Closing date:	09 Jul 2024
Position Type:	Permanent
Location:	Rosebank

VACANCY | SENIOR ADMINISTRATOR | ROSEBANK, 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:

PSG has an exciting opportunity for a Senior Administrator at PSG Wealth Rosebank office who will be responsible for the administration of wealth client’s portfolio’s, office processes and to assist the wealth manager.

Responsibilities:

• Pro-active administration of client accounts and fast efficient processing of new investments and business.
• Direct relationship with clients in managing their investment affairs optimally and reporting and servicing.
• Management and support of Junior staff members.
• Ensure the applicable advisor/s maintain high compliance levels and report where standards are not met.
• Ensure clients reviews are conducted according to SLA’s and duly documented as such. Pro-active approach to getting review statistics correct and setting up meetings with clients.
• E-reviews of selected clients
• Updating of client data on myPractice, including accuracy of life products prior to reviews
• Generate an accurate PFR from myPractice for all clients.
• Efficient clients take on process for new potential investors.
• Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
• Assist with efficient co-ordination and planning of client functions.
• Potential future management/ leadership role of team.
• General office management

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• 2-6 years relevant work experience within the financial Services industry
• Valid driver’s license and own vehicle
• Proficient in both spoken and written English and at least one other of the official South African languages,
• Computer literacy (MS Office)

Competencies required:

• Self-driven and vision for efficiencies
• Confidence in work abilities
• Pro-active and results driven, willing to work overtime where required when urgent transactions pending.
• Good communication skills (written & verbal)
• Natural administration and system skills
• Interpersonal skills
• Good administration skills
• Planning and organising skills
• Good time management skills
• Resilient with a good level of stress tolerance
• Team Player
• Client service driven

Accountant | Bellville, 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:	27 Jun 2024
Reference Number:	POS02483
Closing date:	04 Jul 2024
Position Type:	Permanent
Location:	TygerWaterfront The

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.

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 centre 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 centre 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)
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

• Numerical and analytical skills
• Good verbal and written communication skills
• Time management skills
• Deadline driven

Company Secretary | Tygervalley, Cape Town – 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:	18 Jun 2024
Reference Number:	POS01612
Closing date:	18 Jul 2024
Position Type:	Permanent
Location:	TygerWaterfront The

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

Responsibilities:

• A key part of the function involves managing the meeting process for the large number of board and committee meetings.
• Co-ordinate and manage board and committee meetings ranging from the preparation of agendas, collation and professional presentation of meeting packs through to attendance and taking of minutes at the various group board and committee meetings.
• Take the lead in confirming logistics for board and committee meetings working with directors and/or committee members to agree mutually convenient dates, times and places to meet, arranging suitable facilities-rooms, refreshments, video-conference, telecoms.
• Providing the directors collectively and individually with guidance as to their duties, responsibilities and powers.
• Reporting to the board any failure on the part of the company or a director to comply with the MoI or rules of the company or the Companies Act.
• Carrying out the company’s statutory functions and ensuring statutory compliance (with the Companies Act and other), to include, but not limited to, the filing of annual returns and submissions and lodgements at CIPC.
• Corporate governance best practice and compliance.
• Ensure that the Group companies are compliant with the Companies Act, JSE Listings Requirements and other industry regulations and best practice, such as King IV.
• Maintain the director declaration of interests register.
• Maintain the declaration of associates register.
• Maintain email distribution groups.
• Safekeeping and updating of company records.
• Legal administration.
• BEE certificate requests.
• Ensure that the board and committee charters and terms of reference are kept up to date.
• Maintenance of Group Structure Chart.
• Maintenance of Group Companies’ Information log, Divisional Board of Directors and Committees structure and the updating of letterheads.
• Maintain Annual Returns Log: ensure that all Annual Returns are filed timeously, by filing with CIPC, as well as working closely with Company Secretarial delegates/representatives, to ensure same for other jurisdictions, such as Namibia, Guernsey, Malta, Mauritius and United Kingdom.
• Maintain Group Industry Body feedback.
• In-house and external ad hoc items and requests, to include but not limited to drafting of board and shareholder resolutions, FICA requests, company information requests, general enquiries.
• Investor Relations: taking the initiative and being involved in Investor Relations matters, to include but not limited to, website improvements, communication, email distribution lists, events and announcements.
• Coordinate and arrange the Annual General Meeting, as well as the drafting of AGM resolutions for the underlying companies within the group.
• Maintain updated directors FICA.
• Communication and notifications to Directors, Public Officers, and Selective Staff and ensure memorandums on trading protocol and closed periods are updated and circulated periodically.
• Compliance with JSE Listing Requirements, to include but not limited to SENS announcements.
• Working closely with Group Finance.
• Working closely with the transfer secretaries (Computershare), being responsible for, amongst other matters, maintaining the combined share register, shareholder communication, dividends payment process etc.
• Assist with drafting sensitive Letters/Memorandums as and when required.
• Assist and initiate ad hoc projects, to include but not limited to improving processes, compliance, corporate governance, shareholder communication and investor relations matters.
• Working accurately and fast under pressure and meeting tight deadlines.

Competencies:

• Self-starter
• Microsoft Office (including SharePoint) and board pack pdf collation presentation skills
• Advanced minute taking skills
• Planning/organising/prioritising and co-ordinating skills
• Interpersonal skills
• Advanced communication skills (verbal and written) Attention to detail
• Problem solving
• Industry specific knowledge Analytical skills
• Resilience and adaptability Management skills

Minimum requirements:

• LLB degree or relevant qualification CIS qualification an advantage
• A minimum of three (3) years’ work experience within the financial services industry with exposures to legal
• and/or company secretarial duties
• Working knowledge of the Companies Act and Corporate Governance Knowledge of the JSE Listings Requirements an advantage

Employee Benefits Adviser Assistant | Pietermaritzburg, KwaZulu-Natal

Category:	Administration and Operations
Job Level:	Semi-skilled and discretionary decision making
Posted by:	PSG Financial Services
Posted on:	20 Jun 2024
Reference Number:	POS37001
Closing date:	04 Jul 2024
Position Type:	Permanent
Location:	Pietermaritzburg Cas

Job description:

To provide the practice management with support in managing and following up on matters relating to Employer Funds with Providers, as well as supporting members employed by those clients.

Responsibilities:

• Forwarding admin reports and communications to employers
• Responding to member queries – email and telephonic
• Submitting and following up on claims – death, disability, and withdrawal
• Providing benefit information
• Following processes
• Updating My Practice
• Recording and linking calls
• Diarising and following up on all pending matters
• Group Risk
• Medical Aid
• Gap Cover
• Administer and follow up on Medical Underwriting

Minimum requirements:

• BCom General or BA Degree
• 0 – 2 years experience
• Employee Benefits experience (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:

• Passion for administration
• Detail oriented
• Communication skills
• Telephonic etiquette
• Strong administration, organising, prioritising and planning skills
• Strong work ethic, able to work with high volumes and pressure
• Problem solver
• Integrity
• Resilient

Insure Adviser: Commercial & Personal Lines | Louis Trichardt, Limpopo

Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	12 Apr 2024
Reference Number:	POS37788
Closing date:	08 Jul 2024
Position Type:	Permanent
Location:	Louis Trichardt

Job description:

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

Responsibilities:

• Aggressive selling of short-term products specialising in commercial and 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 Short-Term Insurance Certificate
• RE5 Certificate
• 3 – 5 years´ short-term insurance experience in commercial and personal lines
• DOFA confirmation from FSCA
• Computer Literacy – MS Office

 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

PSG 2025 Graduate Programme | Finance – Centurion

Category:	Graduate Positions
Job Level:	Semi-skilled and discretionary decision making
Posted by:	PSG Financial Services
Posted on:	22 May 2024
Reference Number:	POS04124
Closing date:	31 Dec 2024
Position Type:	Permanent
Location:	Centurion

PSG 2025 GRADUATE PROGRAMME | FINANCE

PSG Financial Services is a highly respected advice-lead financial technology firm in South Africa. We are committed to continuous learning with the aim to attract and retain top performing graduates to develop and grow within the company. We offer an environment that is challenging and supportive to further develop and accelerate your career progression.

What we offer:

• 12 months fixed term contract
• On the job training
• Mentor and buddy support
• Performance based full-time employment

Qualifying criteria

• Final year students currently completing an undergraduate Bachelor’s degree or postgraduate degree in Commerce or Business Science, with majors in, Finance, Financial Management, Financial Market, Accounting.
• Strong, consistent academic track record across matric and university.
• Students/Graduates who are eligible to work in South Africa

What You Need To Succeed

•  Strong client focus and interest in investments.
•  Highly adaptable and resilient.
•  Highly performance driven and individually accountable.
•  An enquiring mind and problem-solving abilities.
•  Strong numerical, verbal and written communication skills.
•  Ability to work in a team of skilled individuals while delivering on own personal goals.
•  Proficient in Microsoft Office Suite.
•  Accuracy with strong attention to detail.

Location

Gauteng, Midrand

Click here to apply

All the best with your applications.