Employee Benefits Adviser Assistant (ADP Graduate Programme) – PSG Financial Services (Pretoria)

Company: PSG Konsult Ltd (PSG Financial Services)

Industry: Financial Services, Wealth Management & Employee Benefits

Division: R21 EB and Wealth: Irene

Location: Pretoria / Irene, Gauteng, South Africa

Position Type: Permanent (Includes 18-Month Accelerated Adviser Development Programme)

Reference Number: POS43036

Job Category: Administration, Operations & Financial Advisory

Posted Date: 21 September 2026

Closing Date: Friday, 02 October 2026

About PSG Financial Services & The Graduate Development Programme

PSG Konsult Ltd is a leading financial services group listed on the JSE, providing wealth management, asset management, and insurance solutions across Southern Africa.

PSG Financial Services is inviting recent finance graduates to join their 18-Month Adviser Development Programme (ADP) as a permanent Employee Benefits Adviser Assistant based at the R21 EB and Wealth office in Irene, Pretoria.

🎓 Permanent Employment + Training Track: This unique program offers immediate permanent employment in an Administration Consultant role within Group Risk and Retirement. Over 18 months, candidates receive structured world-class training, mentorship from established financial advisers, and coaching from Regional Managers to prepare them for a long-term career as a certified Financial Adviser.

Key Responsibilities & Workstreams

During this development programme, your day-to-day deliverables will span four main focus areas:

1. Employee Benefits & Employer Administration

• Employer Support: Assist with day-to-day scheme administration for allocated corporate employer groups.
• Claims Processing: Support group risk, disability, withdrawal, and retirement claim workflows.

2. Client Service & Stakeholder Engagement

• Member Queries: Resolve member inquiries regarding group risk, pension, and provident fund benefits.
• HR/Payroll Coordination: Liaise directly with employer HR and payroll teams, insurance underwriters, and fund administrators.

3. Data & CRM Management

• Record Accuracy: Maintain accurate CRM records, track outstanding claims, and follow up on amendments.

4. Professional Advisory Development

• Mentorship & Training: Complete the 18-month structured development plan, attend client and administrative strategy meetings, and progress toward financial adviser accreditation.

Candidate Profile & Entry Requirements

To qualify for consideration for this permanent graduate placement, applicants must meet the following criteria:

• Educational Qualifications:
  • Grade 12 / Matric Certificate (Essential).
  • Completed Bachelor’s Degree preferably majoring in Finance, Economics, Business Management, Investment Planning, or Risk Management, or a BCom in Economics (Essential).
• Certifications & Industry Experience:
  • 0 – 2 years of experience in the financial services, risk, or retirement industry.
  • RE 5 Certificate / NQF 5 Wealth Management Certificate (Advantageous, or to be completed during the 18-month programme).
• Technical & Core Skills:
  • Strong interest in corporate employee benefits, group risk, and retirement administration.
  • Computer literacy in Microsoft Office (Excel, Word, Outlook).
  • Strong verbal and written English communication skills.
• Personal Competencies:
  • High level of confidentiality, discretion, organization, and multitasking ability.
  • Strong desire to learn and transition into a full financial adviser role.
• Employment Equity: PSG gives preference to applicants from designated groups in line with their Employment Equity plan; persons with disabilities are encouraged to apply.

What PSG Financial Services Offers

• Permanent Employment Security: Immediate permanent contract from day one.
• 18-Month Adviser Track: Clear professional pathway with high-level mentorship to become a licensed Financial Adviser.
• Regional Mentorship: Direct coaching from senior financial advisers, Heads of Divisions, and Regional Managers.

Career Advice for PSG Applicants

1. Highlight Academic Majors: Feature your specific Finance/Economics/Risk majors prominently on page 1 of your CV.
2. Mention RE5 or NQF Qualifications: If you have already completed or started RE 5 or NQF 5 regulatory exams, highlight this clearly.
3. Reference Code: Quote reference number POS43036 when applying through the PSG careers portal.

Sample Adviser Assistant Interview Questions

Industry Fundamentals & Career Goals

• Question (Employee Benefits Knowledge): “What is the main difference between Group Life Risk benefits and Retirement Fund administration in corporate employee benefits?”
• Question (Career Growth): “Why do you want to transition from an administrative support role into a full Financial Adviser role through the 18-month ADP?”

How to Apply

Submit your application directly through the official PSG Careers portal:

• Company: PSG Financial Services
• Position: Employee Benefits Adviser Assistant (ADP)
• Reference Code: POS43036
• Location: Pretoria / Irene, Gauteng
• Application Deadline: Friday, 02 October 2026

Apply here