Trading Platform Specialist | Waterfall, Johannesburg | Permanent

Designation: Trading Platform Specialist | Waterfall, Johannesburg | Permanent

Category: Securities

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Posted on: 02 Jul 2026

Reference Number: POS05663

Closing date: 24-Jul-2026

Position Type: Permanent

Location: Waterfall Magwa Crescent

Overview:

VACANCY | TRADING PLATFORM SUPPORT SPECIALIST | WATERFALL, JOHANNESBURG | 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.

Responsibilities:

Platform maintenance

• Upload research, stock reports and market news on PSG Online and PWM
• Whitelist maintenance and reporting
• Account, user and adviser maintenance in PWM and admin portal including IPS uploads, adviser mappings and entity creation
• Ensure any production issues on supported platforms are escalated timeously and tracked to resolution with our IT team or vendors
• Log development tickets required for long term resolutions or enhancements and drive to point of release into production
• Vendor management and engagement on supported platforms

Platform support

• Testing of new / upgraded functionality and regression testing on Iress; PSG Online and myPractice
• Prepare CAB submissions for Securities Platform development/changes which comply with CAB process to ensure new releases (Iress functionality + TOM enhancements) are rolled out effectively and on time
• Provide internal training and material on Iress products, PSG Online and myPractice
• Provide training to PSG advisers on Iress products, PSG Online and myPractice
• Manage rollout and training to PSG advisers on new features on supported platforms
• Drive adoption of new features by PSG advisers and users
• Maintaining and retaining advisor client relationships
• Assist with adviser queries on Securities products and platforms
• Assist offices with platform setup and remediations to align to model office
• Assist with Securities quarterly events
• Manage communications for production incidents and escalations
• Log incidents with IT team and the associated ORR and drive to resolution

Securities reporting

• Provide insight and data to support management reporting including Wealth Leadership adviser visits and monthly metrics pack
• Prepare presentations for office engagements and internal Securities reporting
• Prepare and update metrics packs

Minimum requirements:

• BCom finance/investments or similar
• Willing to complete Traders exam and RPEs
• Experience managing third party suppliers and ability to hold them accountable
• Experience with platforms supporting trading and/or portfolio management
• Experience in change management and rolling out new features to clients advantageous

Competencies required:

• Ability to work with large data sets
• Ability to problem solve and drive resolutions
• Numerical skills
• Analytical
• Interpersonal skills
• Product and system knowledge
• Ability to work independently
• Ability to work in a team and share knowledge

How to apply:

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 24 July 2026. 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.