Do you want to be the driving force behind meaningful operational change at one of the UK's most respected financial planning businesses?
A four-time award-winning, Chartered financial planning firm — managing in excess of £1 billion of client assets — is looking for a Continuous Improvement Assistant to help shape how they work, and how they grow.
Salary £32,000 – £35,000 per annum, dependent on qualifications and experience.
About the Firm
This is a firm that has grown organically since 1983 by putting clients at the heart of everything it does. Holding Chartered Status and recognised four times as one of the best financial adviser businesses to work for in the UK, it is a place where ambition is genuinely nurtured — with real support for qualifications, structured career progression, and even the potential for equity participation for the right people.
The Opportunity
Reporting to the Head of Operations, you will play a pivotal role in elevating client experience and strengthening operational performance across the business. You will champion process optimisation, automation, and digitisation — working collaboratively with all departments to embed a genuine culture of continuous improvement where innovation is part of everyday thinking.
What You Will Be Doing
- Identifying and implementing technology and automation solutions to improve operational efficiency.
- Analysing existing workflows, pinpointing inefficiencies, and supporting process redesign.
- Mapping and improving client journeys to ensure seamless, high-quality service delivery.
- Using data-driven insights to measure performance and track the impact of improvement initiatives.
- Coordinating workshops and training sessions to build a culture of digitisation and continuous improvement.
- Ensuring all initiatives align with FCA regulations and internal compliance standards.
What We're Looking For
- Proven experience in continuous improvement, process optimisation, or operational excellence.
- Familiarity with digital transformation, automation tools, and change management.
- Strong analytical mindset with sharp attention to detail and confident problem-solving skills.
- A natural communicator with strong stakeholder management skills at all levels.
- Competent user of Office 365; knowledge of SharePoint and Teams is a bonus.
- Experience with Lean, Six Sigma, or similar methodologies is desirable.
- A background in financial services or understanding of the FCA regulatory environment is advantageous.
What's In It For You
- 4 x salary life assurance and discretionary bonuses.
- Employer pension contribution of 5%, rising incrementally with service; salary sacrifice available.
- 24 days' holiday, increasing with continuous service.
- Health Cash Plan, free on-site parking, and hybrid working following induction.
- Genuine long-term career development, qualification support, and the potential for equity participation.
- Hybrid working 3 days in the office and 2 from home