Trading Platform Specialist at PSG Konsult Ltd

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

Closing date: 24-Jul-2026