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- Tasks: Train advisors on cash flow modelling and improve operational efficiency across the UK.
- 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 strong relationships and offers excellent career growth.
- Why this job: Make a real impact by enhancing training and technology in a supportive environment.
- 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 the confidentiality and professionalism needed for the role.
Technical Paraplanner in Warrington 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 Warrington
✨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 waiting for you, and applying directly can sometimes give you an edge over other candidates. Plus, it’s super easy!
We think you need these skills to ace Technical Paraplanner in Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with cash flow modelling tools like Conquest, and any training you've delivered. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you the 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 include specific examples of your training experience. Whether it's delivering sessions or creating training materials, we want to know how you've helped others succeed in their roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Tools
Make sure you’re familiar with cash flow modelling tools like Conquest and Voyant. Brush up on how they work, their features, and any common issues users face. This will show that you’re not just a user but someone who understands the ins and outs of the software.
✨Showcase Your Training Skills
Since the role involves training others, prepare to discuss your experience in delivering training sessions. Think of specific examples where you’ve successfully trained a team or individual, and be ready to explain your approach to making complex information easy to understand.
✨Demonstrate Problem-Solving Abilities
Be prepared to talk about how you’ve identified and resolved data quality issues in the past. Highlight your analytical skills and provide examples of how you’ve improved processes or systems, especially in a fast-paced environment.
✨Build Rapport
As a people person, it’s crucial to demonstrate your ability to build relationships. During the interview, engage with your interviewers, ask questions, and show genuine interest in their experiences. This will help you come across as approachable and collaborative, which is key for this role.