Integrated Advice Specialist: Insure

Designation:

Integrated Advice Specialist: Insure | Bellville, 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:

02 Dec 2025

Reference Number:

POS40202

Closing date:

16-Dec-2025

Position Type:

Permanent

Location:

Tygerwaterfront The Edge

Overview:

VACANCY | INTEGRATED ADVICE SPECIALIST: INSURE | BELLVILLE, WESTERN CAPE | 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.

An exciting opportunity is currently available at our Head Office in Tygervalley for an Integrated Advice Specialist in Insure, reporting to the Head: Integrated Advice. If you have experience of the insurance landscape in South Africa, including thorough knowledge of Insurance Platforms, development & integrating of supporting advice systems, and looking for a rewarding career within the Financial Services Industry, then this role is for you.

• Support teams on key initiatives and new initiatives
• Own and drive key features and requirements to successfully deliver the Insure Advice Process development & project epics
• Work closely with Head Integrated Advice and Head Digital Advice for Insure to finalise specifications with developers
• Preparation of presentations on features and epic development progress for reporting purposes
• Effectively manage the translation of engineering requirements to development specifications
• Working closely with engineering, interpreting engineering artifacts to translate into development specifications
• Manage reporting in-line with project features and delivery: Analyse, structure reporting and identify opportunities for business process improvements.
• Coordinate engagement sessions between business units to successfully integrate processes
• Coordination of development into sprint with developers
• Strategy: Assist in aligning activities to successfully deliver planned strategy regarding Insure Advice Process project direction and delivery.
• Coordinate engineering documentation for Insure Advice Process and provide updates
• Working with BA's and testers (pre and post development) to ensure accuracy of development
• Actively works to build project understanding and solutioning; developed through experience and feedback from others
• Translate engineering processes and business requirements to successfully implement development specifications
• Prepare training material for release of any developments/enhancements for the Insure Advice Process
• Drafting of marketing collateral for feature-based launches of digital advice tool
• Training of RM's and advisers where the Advice Digital Technical Insure Specialists are not available
• Conform to Target Operating Model way-of-work, to successfully drive project forward
• Collaboration with PSG divisions on strategic projects and integrating of systems
• Assist in preparing communications, reports and presentations to management and advisers on a regular basis, relating to the 6-step of advice and advice tools
• Assist with troubleshooting of errors reported by users on advice process
• Coordinate and drive development/enhancements raised & prioritised by the respective ATC's

• BEng Degree
• 1+ years' experience in financial services
• Relevant knowledge and experience in a financial advisory environment

• Engineering qualification
• Experience in developing tools to support advice
• Insurance industry knowledge
• Knowledge and experience of insurance landscape and products
• Willingness to travel from time to time within South Africa
• Knowledge of South African financial regulatory landscape and awareness of developments.
• Knowledge of Financial Planning principles in-line with the 6-Steps of Advice
• Excellent ability to creatively translate engineering requirements into system developments, with thorough consideration of client experience
• Exposure to working directly with financial advisers
• Excellent verbal and written communication skills

• Attention to detail
• Creativity and ability to solve problems
• Ability to unpack complex business requirements for a digital development
• Communication skills (verbal and written)
• Relationship building skills
• Analytical skills
• Ability to work independently
• Deadline orientation
• Resilience
• Highly adaptable and resilient
• Teamwork
• Ability to interact confidently at all levels

Candidates interested must apply here by no later than 16 December 2025 OR browse available PSG Careers vacancies

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.