Overview
Adviser Assistant: Commercial | Newlands, Western Cape | Permanent at PSG Wealth Menlyn. PSG's commitment to transform and embrace diversity drives us to achieve an inclusive workforce; employment equity is a key goal. Preference is given to applicants from designated groups, and we encourage people with disabilities to apply.
Designation: Adviser Assistant: Commercial | Newlands, Western Cape | Permanent
Location: Newlands Boundary Terraces
Job 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: 07-Oct-2025
Position type: Permanent
How to apply: Candidates interested must apply here by no later than 07 October 2025, or browse available PSG Careers vacancies at the provided link. By submitting your application, you consent to the storage and processing of your personal information. If not contacted within 4 weeks, the application is considered unsuccessful. For more information, visit PSG Careers.
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
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