Insure Adviser Assistant (ADP) | Bredasdorp, 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: 24 Jul 2026

Reference Number: POS
43474

Closing date: 21-Aug-2026

Position Type:
Permanent

Location:

Bredasdorp Long Street

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 toapply.

Ready to launch your career in the financial world? Join our exclusive programme and secure apermanent 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 unmatchedsupport and endless growth potential.

Don’t justdream about your future in finance—make it happen with PSG Financial Services.

• An eighteen-month training and development plan to develop your knowledge and skills to become an adviserwhilst permanently employed
• On-the-job mentorship and training from established financial advisers
• Support, coaching and monitoringfrom HR, Regional Managers and Heads of Divisions.

To provide assistance to the Insure Adviser. The position will focus on short-term insurance specifically.

• Liaising with clients
• Preparing quotations fornew and existing clients
• Issuing new policies,renewals, and endorsements
• Building and maintaininggood working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Matric Certificate
• Relevant Bcom in Finance /Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management or BCom (Economics)
• Proficient in verbal and written English and at least one other official South African languages

• Strong communication skills
• Planning and organisingskills
• Highly client focused withgood interpersonal skills
• Resilient with a goodlevel of stress tolerance
• Adherence to Strict Deadlines