Adviser Assistant Jobs

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  • Full Time
  • Eastern Cape, South Africa

PSG Konsult Ltd

Adviser Assistant

PSG is a leading independent financial services group with a strong presence across South Africa and Namibia. Operating since 1998, we provide value-driven solutions for asset and wealth management, insurance, and more. With over 250 offices in South Africa and two in Windhoek, we serve clients nationwide.

  • Job Type: Full Time
  • Qualification: Matric, National Certificate
  • Experience: 1 – 2 years
  • Location: Eastern Cape
  • Job Field: Administration / Secretarial

Job Description

This role involves providing general administrative support to advisers, with a focus on short-term insurance, life insurance, and investments.

Responsibilities

  • Liaise with underwriting staff to handle tasks and queries.
  • Work with claims clerks to submit client claims and resolve queries.
  • Coordinate with underwriting staff for new applications and quotes.
  • Prepare new business documentation.
  • Issue new policies, renewals, and endorsements.
  • Negotiate renewal terms and prepare related documents.
  • Maintain electronic records.
  • Provide regular updates to clients and stakeholders.
  • Gather accurate information from clients and enter it into systems.
  • Offer general administrative support.
  • Guide clients through CRM systems as needed.

Minimum Requirements

  • Matric Certificate.
  • NQF 4 Short Term Insurance Certificate, NQF 5 Wealth Management Certificate, or a relevant financial degree (preferred).
  • RE 5 Certificate (advantageous).
  • 1-2 years of experience in financial services, especially short-term insurance or wealth management.

Required Skills

  • Strong computer skills (MS Office).
  • Good verbal and written communication.
  • Excellent administration abilities.
  • Attention to detail.
  • Planning and organizing skills.
  • Effective time management.
  • Reliable, adaptable, and resilient.
  • Client-focused with strong interpersonal skills.
  • Able to perform well under pressure.
  • Skilled at multitasking.

Closing Date: 11 November 2025

Method of Application

Interested and qualified candidates should apply through the company’s application portal.

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