Insure Adviser Assistant (ADP) | Bellville Insure Adviser Assistant | Welkom Office Manager | Waterfall Paraplanner | Cape Town Paraplanner | Northcliff Senior Software Developer | Waterfall Wealth Administrator | Tygervalley, Bellville Wealth Adviser | Bethlehem Administration Manager | Northcliff Wealth Adviser Assistant | Bellville Wealth Adviser Assistant | Somerset West Wealth Adviser Assistant | Uitenhage

Website PSG Konsult Ltd

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 offi… read moreces throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients'​ financial wellbeing.

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 claims/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)
No More than 2 Years experience in the financial services industry

Competencies required:

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

Closing date:  28-Jun-2026

go to method of application »

Apply via company website ( N / A ) or

myfocus.psg.co.za

 

To apply for this job please visit myfocus.psg.co.za.

More posts