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Adviser assistant: commercial

Boundary
PSG Wealth Menlyn
Commercial
£70,000 - £120,000 a year
Posted: 21 September
Offer description

Designation: Adviser Assistant: Commercial | Newlands, Western Cape | Permanent

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: 11 Sep 2025

Reference Number: POS05260

Closing date: 24-Sep-2025

Position Type: Permanent

Location: Newlands Boundary Terraces

Overview
VACANCY | ADVISER ASSISTANT: COMMERCIAL | NEWLANDS, 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.

Job Description
To provide underwriting assistance to the Advisers. The position will focus on commercial lines

Responsibilities

* Liaising with clients and advisers
* Preparing quotations
* 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:*

* Grade 12
* NQF Level 4 – Full qualification (short-term insurance) as set by regulation
* Regulatory examination 1 (Representatives) RE5 successfully completed
* A minimum of 5 years´ short-term insurance experience in commercial lines
* DOFA confirmation from FSCA
* Good verbal and written communication skills
* Good administration skills
* Planning and organising skills
* Time management skills
* Resilient with a good level of stress tolerance
* Highly client focused with good interpersonal skills

*How to apply:*
Candidates interested must apply here by no later than 24 September 2025 OR browse available PSG Careers vacancies .

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 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit

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