VACANCY | INSURE ADVISER ASSISTANT (ADP) | BREDASDORP, 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.
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 assistance to the Insure Adviser. The position will focus on short-term insurance specifically.
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:
- Matric Certificate
- Relevant Bcom in Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management or BCom (Economics)
- 0 – 2 financial services experience
- Computer literacy (MS Office)
- Proficient in verbal and written English and at least one other official South African languages
Skillset Required:
- Strong 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
- Adherence to Strict Deadlines
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 21 August 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
