Continuous Improvement Assistant

Continuous Improvement Assistant

Leicester (Our Ref AL1407)

Salary £32,000 - £35,000 dep on exp + benefits

My client is an award-winning wealth management, pensions and investments company and they now have an exciting new opportunity for an individual to support the Head of Operations in driving operational excellence and performance gains across the business by assisting in initiatives that enhance client journeys, progress digitisation and automation efforts and embed a culture of continuous improvement throughout the business. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. This year they were delighted to receive for the fourth time a Best Financial Advisor to Work for award by Professional Advisor, following their review of their company policies and anonymous employee feedback.

MAIN RESPONSIBILITIES:

Technology Enablement

• Partner with IT support & system suppliers to identify and implement technology solutions that improve operational efficiency.
• Champion automation and data-driven decision-making across departments.
• Champion continuous improvement and performance tracking.
• Champion and assist workflow automation.
• Assist the improvement of data flow and visibility.
• Support data governance and ensure secure handling of client and operational data.

Process & Procedure Optimisation

• Assist the analysis of existing operational workflows and identify inefficiencies.
• Collaborate with key stakeholders to identify opportunities for digitisation and automation that streamline processes and reduce manual effort.
• Assist in the redesign and improvement of business processes.
• Collaborate with key internal stakeholders to implement standardisation and maintaining best practice.

Client Experience Enhancement

• Work closely with client-facing teams to understand pain points and improve service delivery.
• Enhance client and employee experiences across key touchpoints.
• Assist the mapping and redesign of client journeys to ensure seamless, high-quality interactions.
• Assist in digital transformation initiatives that enhance client engagement and satisfaction.

Performance & Culture

• Measure the impact of improvement initiatives.
• Use data-driven insights to measure performance and identify areas for improvement.
• Support a continuous improvement culture through training, coaching, and stakeholder engagement.
• Coordinate workshops and training sessions to promote digitalisation, automation, new processes and continuous improvement.
• Support leadership in driving cultural change aligned with strategic goals.

Service and Compliance

• Always operate in accordance with the Rules of the FCA, the CII code of conduct and our company policies and procedures.
• Ensure that the firm s high standards of client care are met by demonstrating competence in all aspects of your role.
• Ensure all improvement initiatives align with FCA regulations and internal compliance standards.
• Participate in audits and risk assessments to identify areas for improvement.
• Consistently illustrate our company values

The Ideal Person - Qualifications & Work Experience:

Essential

Educated to A level standard (or equivalent) as a minimum.

Willing to undertake further study to improve technical knowledge

Proven experience in continuous improvement, business process optimisation, and operational excellence.

Familiarity with digital transformation, automation tools, technology optimisation and change management.

Desirable

More than 2 years experience in a financial services or continuous improvement role.

Experience in systems integration.

System experience of Intelligent Office.

Degree in Finance, Economics or Business (or equivalent work experience)

Experience with Lean, Six Sigma, or similar methodologies.

Strong understanding of FCA regulatory environment.

Skills & Abilities Required:

Essential

Ability to work independently with strong stakeholder management and relationship building skills.

Competent user of Office 365.

Clear and confident verbal and written communication.

Able to explain ideas and processes in a simple, understandable way.

Strong analytical and problem-solving capabilities.

Demonstratable eye for detail and getting tasks right the first time.

Well-organised, able to manage multiple tasks and deadlines.

Desirable

Strong understanding of SharePoint, One Drive and Teams.

Excellent analytical, project management, and stakeholder engagement skills.

Ability to influence cultural change and drive performance improvements.

Ability to implement technology-driven solutions

Ability to manage communications with several key stakeholders.

Demonstrable Behaviours:

Works well with different teams to achieve shared goals.

Proactive in solving problems and removing obstacles.

Utilise initiative and solution focused.

Voice ideas and feedback to improve client experience.

Committed and passionate to deliver for our clients.

Benefits

4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available Discretionary bonuses 24 days holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme Following completion of initial training and induction

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.