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 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 more

Job description:
PSG Distribution is currently recruiting for a Category I Compliance Officer position. Reporting to the Head:  Compliance – Distribution, you will overall be responsible for the implementation of relevant legislation regulations and to drive quality assurance and compliance adherence in the PSG Adviser offices (long- and short-term assurance, collective investments and... stockbroking).
Responsibilities:

Maintain a compliance framework in collaboration with the relevant stakeholders
Identify potential compliance breaches and investigate compliance irregularities or areas of concern
Review, register and resolve complaints received from clients
Maintain the key individual / representative register
Ensure compliance records are up to date
Review and resolve Fit and Proper queries
Maintain the compliance procedures and manuals
Conduct and report on compliance audits at Adviser offices

Minimum requirements:

Relevant qualification such as B Com Law or LLB
Must be a registered and FSCA Compliance Officer (CAT 1)
RE 1 Certificate
1 – 3 years compliance experience in the financial services industry
Knowledge of FICA, FAIS and relevant legislation, regulations and rules
Relevant knowledge, skills and corporate compliance experience
Relevant experience working with Financial Advisers / Financial Planners
Computer literate in MS Office

Competencies required:

Interpersonal, communication and report writing skills
Ability to work independently and as part of team
Ability to operate in a high-performance environment at different levels
Client relationship building skills. more

Job description:
To provide 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
Client face to face meetings if necessary, at the Office
Liasing and providing feedback to clients of underwriting progress.
Handling client queries
Managing Claims
Recording details and information on relevant systems
Building and maintaining good working relationships with clients and internal stakeholders
Bridging the gap between the office and insurance companies
Maintaining a good working relationship with insurers
Reporting
Manage client retention
Understanding policy wording and various products

Minimum Requirements:

Matric
NQF in short term insurance and
RE 5 Certificate
0 – 2 years experience in Financial Services
Computer literacy (MS Office)

Skill sets required:

Empathy
Integrity
Resilient
Responsibility
Attention to detail
Ability to operate independently
Good verbal and written communication skills
Good administration skills
Excellent planning and organizing skills
Problem solving and analysis
Time management skills
Good negotiation skills.
Strong work ethic, able to work with high volumes of pressure
Highly client focused with good interpersonal skills (Customer Service)
Teamwork more

Job description:
The successful candidate will be responsible for administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.
Responsibilities:

Gather Policy information
Compile a summary of information
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
Investment Planning/Employee Benefits/Provident Fund & Medical Aid

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)
RE 5 (Advantageous)
1 – 2 years experience
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 more

Job description:
To handle mostly administrative tasks and take on client-facing duties in order to aid and support the Sales Team/Insure Advisers. The position will focus on personal and commercial lines business.
Responsibilities:

Liaising with clients and product providers
Client face to face meetings, if necessary, at the Office
Obtaining details and information of clients
Preparing... quotations for new and existing clients
Issuing of new policies
Recording details and information on all relevant systems
Handling client queries
Building and maintaining good working relationships with clients and all internal stakeholders
Manage client retention
Understanding policy wordings and various products
Reporting and target driven
Providing intermediary service and advice to clients within SLA (service level agreement)

Minimum Requirements:

Matric
NQF 4 or 5 in short term insurance and RE 5 (Advantageous)
3 - 5 years’ experience in Financial Services/Insurance Industry
Computer literacy (MS Office and Client/Policy systems)

Skill sets required:

Professionalism and a customer-centric approach
Empathy
Integrity
Resilient
Responsibility
Attention to detail
Ability to operate independently
Good verbal and written communication skills
Good administration skills
Excellent planning and organizing skills
Problem solving and analysis
Time management skills
Good negotiation skills and telephone etiquette
Strong work ethic, able to work with high volumes of pressure
Highly client focused with good interpersonal skills (Customer Service)
Teamwork more

Job description:
An opportunity exists for a Receptionist within PSG Asset Management, in the Constantia Offices.
Responsibilities:

Timeous opening and closing of reception and switchboard
Timeous and correct transferring of calls
Timeous distribution of correspondence to colleagues
Meeting deadlines timeously on specific tasks
Timeous and correct delivery of messages
Relay information... to reception relievers
Attending to client/staff enquiries timeously and accurately
Continuously ensure professional telephone etiquette
Assist with Ad hoc tasks as and when required
Apply knowledge of Company structure and departments
General administrative duties, such as filing, typing, scanning, e-mailing etc.

Minimum requirements:

Minimum qualification: Matric
Time management skills
Punctuality
Detail orientated
Communication skills (oral and written: Minimum requirement: English and Afrikaans)
Organization and planning
Interpersonal skills
Integrity
Promote Positive team dynamic
Computer skills (Excell, Word and PowerPoint) more

Job description:
To provide 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
Client face to face meetings, if necessary, at the Office
Liaising and providing feedback to clients of underwriting progress.
Handling client queries
Managing Claims
Recording details and information on relevant systems
Building and maintaining good working relationships with clients and internal stakeholders
Bridging the gap between the office and insurance companies
Maintaining a good working relationship with insurers
Reporting
Manage client retention
Understanding policy wording and various products

Minimum Requirements:

Matric
Relevant Bachelors Degree (BCom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BSc
RE 5 (Advantageous)
0 – 2 years experience
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)

Skill sets required:

Empathy
Integrity
Resilient
Responsibility
Attention to detail
Ability to operate independently
Good verbal and written communication skills
Good administration skills
Excellent planning and organizing skills
Problem solving and analysis
Time management skills
Good negotiation skills.
Strong work ethic, able to work with high volumes of pressure
Highly client focused with good interpersonal skills (Customer Service)
Teamwork more

Job description:
The role is required to provide a value-added HR service to both management and employees of the PSG Wealth Business Unit. The successful incumbent must be able to understand business needs and translate them into HR deliverables.
Responsibilities:

Assist with employee onboarding to ensure candidates are provided with a good experience
Conduct probation discussions with all... new joiners and provide feedback to Line Manager and HR Manager
Assist with Weekly Manco Submission
Ensure timely submission of all monthly and weekly HR reports
Provide on-going HR support to all staff and Line Managers, focusing on achieving business objectives by leveraging the HR agenda
Assist with all Labour and employee relations matters by drafting warnings, preparing packs for any disciplinary meetings or CCMA hearings
Provide guidance and coaching to staff on career progression and personal development within the company
Provide recruitment and selection support on all levels
Provide performance management support on all levels
Conduct exit interviews and provide feedback to business on resignation trends

Minimum requirements:

BCom Degree in HR Management / Industrial Psychology
3 – 5 years experience in HR business partnering within the financial services industry (preferable)
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 more

Job description:
An exciting opportunity has become available for a Financial Manager who will be responsible for the financial function relating to Collective Investment Scheme “CIS” Funds. The incumbent will work closely with the CFO and other financial managers in the division as well as the heads of the CIS departments.
Responsibilities:

Responsible for the full financial function of CIS... funds
Monthly review of financial reports and key controls within the CIS control environment
Preparation of CIS tax returns and responsible for ongoing CIS related tax matters
Preparation of all funds for audit within the required deadlines
Liaising and working closely with external auditors to ensure that all reporting deadlines are met
Preparation of annual financial statements for CIS funds and companies within required timeframe to meet regulatory submission deadlines
Completion and submission of any other relevant regulatory reporting
Assist with audit pack completion
Assess and enhance all related internal controls within the control environment
Finding ways to improve efficiency of the reporting function
Identify unusual trends or anomalies that require further analysis and explanation
Critically examining financial information for accuracy
Managing financial and business risk
Fulfilling other ad hoc financial related responsibilities within the finance team environment

Minimum requirements:

CA(SA)
3-5 years’ relevant, related work experience within the CIS environment in the financial services industry
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (Intermediate MS Excel, Caseware (preferable)

Competencies required:

Communication Skills
Planning and organising
Leadership skills
Good decision-making skills
Financial policy and systems knowledge
Quality and detail orientated
Results driven more