At a Glance
- Tasks: Train advisors on cash flow modelling and improve operational efficiency using technology.
- Company: Dynamic financial services firm focused on innovation and collaboration.
- Benefits: Negotiable salary, travel opportunities, and potential for contract extension.
- Other info: Join a team that values collaboration and offers excellent career growth.
- Why this job: Make a real impact by enhancing training and technology in a supportive environment.
- Qualifications: 3+ years as a qualified Paraplanner with cash flow modelling experience.
The predicted salary is between 40000 - 50000 £ per year.
The Operational Consultant is a hands-on role responsible for embedding the preferred cash flow modelling solution (Conquest) across the group. This role requires travel to hubs across the UK to conduct training to advisors for Conquest. The role may extend to supporting the central change team in improving the efficiency and effectiveness of our Hub operations through technology and operational best practice.
The Operational Consultant provides close support to our hubs by providing training to users in both verbal and documented forms.
Key accountabilities:- Devise and deliver training of Conquest (cash flow modelling) and other applications to users, covering the end-to-end business process. This includes identifying where users are not adhering to processes and providing corrective training.
- To improve the efficiency and effectiveness of our business by leveraging technology solutions.
- Support hub management in identification of data quality issues and devise approach to efficient data cleansing.
- To analyse data and produce reports as required in support of informed decision making.
- Support Hubs in the configuration of Conquest and other technology.
- Identify improvements to improve the use and effectiveness of Conquest collaborating with the Capability owner of Conquest and the Conquest vendor.
- Devise Client Output solutions utilising Conquest.
- To act as second line of response of system queries and issue resolution.
- To devise testing plans and execute where necessary.
- To lead small scale improvement initiatives from end-to-end.
- Sustain a strong and close working relationship with regions and provide proactive assistance/support to staff where appropriate.
- 3 years+ experience as a qualified Paraplanner, preferably with experience of leading a small team.
- Significant experience in cash flow modelling tools (e.g. Conquest, Voyant).
- Preferred experience in delivering training related to cash flow modelling.
- Strong organisational skills with an eye for detail, ability to multi-task, be able to prioritise workload and work well under pressure.
- Hands-on experience of Adviser practitioner software (e.g. CURO, Intelligent Office) and Investment Platforms.
- Strong working knowledge experience of the full Microsoft Office suite essential, especially Excel and PowerPoint.
- Must be resilient and be capable of coping with the continuous challenges of the role as well as calm in pressured situations.
- A natural people person who is skilled at gaining trust and is a proven collaborator.
- Enthusiasm and warmth of personality that allows and facilitates successful internal relationships whilst maintaining the confidentiality and professionalism needed for the role.
Technical Paraplanner in Milton Keynes employer: IDEX Consulting Ltd
As a Technical Paraplanner with us, you'll join a dynamic and supportive work culture that prioritises employee growth and development. We offer competitive salaries, flexible working arrangements, and the opportunity to travel across the UK, enhancing your skills while making a meaningful impact on our operations. Our commitment to leveraging technology for efficiency ensures that you will be at the forefront of innovation in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Paraplanner in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Technical Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Get your training game on! Since this role involves delivering training, brush up on your presentation skills. Consider creating a mock training session on cash flow modelling to showcase your expertise and teaching style during interviews.
✨Tip Number 3
Show off your tech-savviness! Be ready to discuss how you've used technology to improve efficiency in past roles. Prepare examples of how you've tackled data quality issues or enhanced processes using tools like Conquest.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to tailor your application to highlight your experience with cash flow modelling and training, and don’t forget to follow up after applying to express your enthusiasm!
We think you need these skills to ace Technical Paraplanner in Milton Keynes
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Technical Paraplanner. Highlight your experience with cash flow modelling tools like Conquest and any training you've delivered. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you the perfect fit. Don't forget to mention your hands-on experience and people skills!
Showcase Your Training Experience:Since this role involves training others, make sure to highlight any relevant experience you have in delivering training or support. We love seeing examples of how you've helped others understand complex tools or processes.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining the StudySmarter team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Tools Inside Out
Make sure you’re well-versed in cash flow modelling tools like Conquest and Voyant. Familiarise yourself with their features and functionalities, as you might be asked to demonstrate your knowledge during the interview.
✨Showcase Your Training Skills
Since the role involves training others, prepare examples of how you've successfully delivered training in the past. Think about specific challenges you faced and how you overcame them to ensure users understood the processes.
✨Be Data Savvy
Brush up on your data analysis skills. Be ready to discuss how you’ve identified data quality issues in previous roles and the steps you took to resolve them. This will show your analytical mindset and problem-solving abilities.
✨Demonstrate Your People Skills
This role requires strong interpersonal skills, so be prepared to talk about how you build relationships and gain trust with colleagues. Share anecdotes that highlight your collaborative nature and how you handle pressure while maintaining professionalism.
