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Insure Adviser Assistant (ADP) | Bloemfontein, Free State | Permanent

PSG Wealth Menlyn

Bloemfontein

On-site

ZAR 200,000 - 300,000

Full time

Yesterday
Be an early applicant

Job summary

A financial services company in Bloemfontein seeks an Insure Adviser Assistant to provide underwriting support. Applicants should have a completed BCom degree and less than 2 years in financial services. This permanent position offers training, mentorship, and significant career growth opportunities. Interested candidates must apply by August 8, 2025.

Benefits

Permanent employment
Eighteen-month training and development program
On-the-job mentorship

Qualifications

  • Completed BCom Degree or NQF4 Short Term Insurance.
  • Less than 2 years of experience in the financial services industry.
  • Strong technical and administrative skills.

Responsibilities

  • Liaising with clients.
  • Preparing quotations for new and existing clients.
  • Issuing new policies, renewals, and endorsements.
  • Building and maintaining relationships with clients and stakeholders.
  • Recording details on relevant systems.

Skills

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

Education

BCom Degree (preferably majoring in Information Systems, Analytics, Investment Planning/Risk Management)
NQF4 Short Term Insurance

Job description

Designation: Insure Adviser Assistant (ADP) | Bloemfontein, Free State | 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: 01 Aug 2025

Reference Number: POS09068

Closing date: 08-Aug-2025

Position Type: Permanent

Location: Bloemfontein Du Plessis Road Pretty Gardens

Overview

VACANCY | INSURE ADVISER ASSISTANT (ADP) | BLOEMFONTEIN, FREE STATE | 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 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) / NQF4 Short Term Insurance
  • Less than 2 Years experience in the financial services industry
  • Strong technical and administrative skills

Competencies required:

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

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 08 August 2025. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

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.
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