Technical Specialist: Product Tyger Valley, Cape Town, Western Cape Permanent

**Designation**:

- Technical Specialist: Product | Tyger Valley, Cape Town, Western Cape | Permanent

**Category**:

- Technical Support

**Job Level**:

- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

- PSG Financial Services

**Posted on**:

- 28 Oct 2025

**Reference Number**:

- POS01521

**Closing date**:

- 11-Nov-2025

**Position Type**:

- Permanent

**Location**:

- Waterfall Magwa Crescent

**Overview**:
**VACANCY | TECHNICAL SPECIALIST: PRODUCT | TYGER VALLEY, CAPE TOWN, WESTERN CAPE | PERMANENT**

PSG’s 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.

**Job description**:
This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team.

The role is overall responsible to support a large national network of advisers with complex advice related matters in PSG Wealth. This includes working closely with product providers ensuring that our product suite remain competitive.

**Responsibilities**:

- Subject matter expert and manager of the large case review process including presenting the case and findings to senior management for approval
- On an ongoing basis, evaluate, review and improve large case process
- Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees
- Working with cross-functional teams on strategic distribution projects where Wealth SME’s are required
- Assist with the provision of content to technical adviser support team (Technical Advisory Services) and marketing in relation to advice and distribution activities.
- Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities.
- Collaborating with cross-divisional teams on product and product provider due diligence.
- Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
- Draft of communication on technical topics e.g. Take Notes, industry relevant articles.
- Represent Technical Advisory Services as Wealth Product expert on Technical Advisory Services and non-Technical Advisory Services related committees
- Due diligence on product and product providers in collaboration with the risk and finance team
- Research on ad hoc projects
- Effective management of direct reporting staff
- Responsible for facilitation of Technical Training to junior staff

**Minimum requirements**:

- Degree in Financial Management / Financial Planning or related
- Postgraduate Diploma in Financial Planning (Advantageous)

**Experience**:

- A minimum of 7 years’ experience in wealth and investment products
- In-depth knowledge of financial planning
- Experience engaging at an EXCO/Senior Management level
- Exposure to working directly with financial advisers

**Skills/Competencies**:

- Ability to clearly explain and define complex business requirements
- Excellent verbal and written communication skills
- Excellent management and leadership skills
- Attention to detail and analytical skills
- Strong interpersonal and relationship building skills
- Proven ability to identify, assess and solve problems
- Highly adaptable and resilient
- High emotional intelligence
- Teamwork
- Ability to influence and negotiate
- Good presentation skills

**How to apply**: