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- Tasks: Train advisors on cash flow modelling and improve operational efficiency across the UK.
- Company: Join a dynamic team focused on innovative financial solutions.
- Benefits: Negotiable salary, travel opportunities, and potential for contract extension.
- Other info: Collaborative environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by enhancing financial processes and supporting teams.
- Qualifications: Experience as a Paraplanner and knowledge of cash flow modelling tools required.
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.
- Identify where users are not adhering to processes and provide corrective training.
- 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.
- 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.
- Act as second line of response of system queries and issue resolution.
- Devise testing plans and execute where necessary.
- 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, 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 of the full Microsoft Office suite essential, especially Excel and PowerPoint.
- Must be resilient and 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 confidentiality and professionalism needed for the role.
Technical Paraplanner in Portsmouth employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner in Portsmouth
✨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 ready for interviews by practising common questions related to cash flow modelling and training delivery. We recommend doing mock interviews with friends or using online platforms to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience with Conquest and other cash flow modelling tools. This will give potential employers a tangible sense of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Technical Paraplanner in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. 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 explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your hands-on experience and people skills – we love a natural collaborator!
Showcase Your Training Experience: Since this role involves training others, be sure to highlight any relevant experience in delivering training or support. Share specific examples of how you've helped others understand complex tools or processes – we’re all about improving efficiency together!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to us. Plus, we can’t wait to see what you bring to the table!
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. Brush up on their features and functionalities, as you might be asked to demonstrate your knowledge or even provide examples of how you've used them effectively in the past.
✨Showcase Your Training Skills
Since the role involves training others, prepare to discuss your previous training experiences. Think of specific instances where you successfully trained a team or individual, and be ready to explain your approach and the outcomes.
✨Be Data Savvy
Familiarise yourself with data analysis and reporting, especially using Excel. You might be asked about how you’ve handled data quality issues before, so have some examples ready that highlight your analytical skills and attention to detail.
✨Demonstrate Your People Skills
This role requires strong interpersonal skills, so be prepared to talk about how you build relationships and collaborate with others. Share stories that showcase your ability to gain trust and work effectively within a team, especially under pressure.