Role: Continuous Improvement Assistant
Location: Leicester
Salary: £(phone number removed)K
Hybrid working - following successful completion of initial training and induction
We are currently recruiting for a Continuous Improvement Assistant, to work within a well-established Chartered firm of Financial Planners.
ROLE OVERVIEW
As a key advocate for continuous improvement, you will play a pivotal role in elevating the client experience and strengthening operational excellence across the business. Working proactively with a diverse range of stakeholders, you will champion meaningful change, encourage innovation, and help embed a culture where continuous improvement is part of our everyday mindset.
You will work closely with the Head of Operations to drive performance enhancements, support the delivery of strategic initiatives, and streamline processes that improve efficiency and client outcomes. From refining client journeys to advancing digitisation and automation efforts, you will help shape solutions that make a real and lasting impact.
MAIN TASKS:
Technology Enablement
Partner with our IT support and 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 maintain 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 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 and 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. Pay and Benefits
Winner of the Best Financial Advisors to work for
Salary £32-35K per annum (dependent on qualifications, knowledge, and experience)
Discretionary bonuses
4 x salary life assurance
Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available
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
