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Employee Benefits Adviser Assistant | Woodmead, Gauteng | Permanent

PSG Wealth Menlyn

England

On-site

GBP 40,000 - 60,000

Full time

4 days ago
Be an early applicant

Job summary

A leading financial services company is seeking an Employee Benefits Adviser Assistant for a permanent position. This role offers an 18-month training program providing mentorship from experienced advisers. Ideal candidates should hold a completed BCom degree and have a strong interest in the financial industry. Responsibilities include client interactions, preparing quotations, and assisting with underwriting. This is a great opportunity for finance graduates to kickstart their careers.

Benefits

Permanent employment
On-the-job mentorship
Training and development plan

Qualifications

  • 0-2 years experience in the financial services industry.

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

Skills

Customer Service
Communication skills (verbal & written)
Time Management skills
Problem solving
Attention to detail
Team player

Education

Completed BCom Degree (preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management or BCom (Economics))
Job description
Overview

Designation: Employee Benefits Adviser Assistant | Woodmead, Gauteng | Permanent
Location: Bryanston

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: 26 Sep 2025
Reference Number: POS39775
Closing date: 03-Oct-2025
Position Type: Permanent

VACANCY

EMPLOYEE BENEFITS ADVISER ASSISTANT | WOODMEAD, GAUTENG | PERMANENT

PSG’s commitment to transform and embrace diversity drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. 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 underwriting 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
Minimum requirements
  • Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management) or BCom (Economics)
  • 0-2 Years experience in the financial services industry
Competencies required
  • Customer Service
  • Communication skills (verbal & written)
  • Time Management skills
  • Problem solving
  • Attention to detail
  • Team player
How to apply

Candidates interested must apply here by no later than 03 October 2025 or browse available PSG Careers vacancies at http://bit.ly/3bD2iAk.

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 https://www.psg.co.za/careers

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