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- Tasks: Support operational excellence and enhance client journeys through innovative initiatives.
- Company: Award-winning wealth management firm with a focus on continuous improvement.
- Benefits: Competitive salary, life assurance, pension contributions, hybrid working, and generous holiday.
- Other info: Join a dynamic team committed to cultural change and professional growth.
- Why this job: Make a real impact by driving digital transformation and improving client experiences.
- Qualifications: A-level education, experience in continuous improvement, and strong analytical skills.
The predicted salary is between 32000 - 35000 £ per year.
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.
- 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.
- 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.
- Demonstrable 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.
- 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.
- 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.
Continuous Improvement Assistant in England employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Continuous Improvement Assistant in England
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and think about how your skills align with their goals. This will help you stand out as someone who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience in continuous improvement can benefit their operations. Keep it concise and focus on the impact you've made in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Continuous Improvement Assistant in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Continuous Improvement Assistant role. Highlight any relevant experience in operational excellence, process optimisation, and digital transformation to catch our eye!
Showcase Your Achievements: Don’t just list your responsibilities; share specific achievements that demonstrate your impact in previous roles. Use numbers and examples to illustrate how you’ve improved processes or enhanced client experiences.
Keep It Clear and Concise: We love a well-structured application! Keep your language clear and to the point. Avoid jargon unless it’s relevant, and make sure your key points stand out so we can easily see why you’d be a great fit.
Apply Through Our Website: For the best chance of success, apply directly through our website. This way, we can ensure your application is processed smoothly and you’re considered for this exciting opportunity!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Continuous Improvement Basics
Make sure you brush up on key concepts related to continuous improvement methodologies like Lean and Six Sigma. Be ready to discuss how you've applied these principles in past roles, as this will show your understanding and commitment to operational excellence.
✨Showcase Your Tech Savvy
Since the role involves technology enablement and automation, be prepared to talk about any tools or software you've used in previous positions. Highlight your experience with Office 365 and any familiarity with systems like Intelligent Office, as this will demonstrate your readiness to champion digital transformation.
✨Prepare for Scenario Questions
Expect questions that ask you to solve hypothetical problems or improve a process. Think of specific examples from your past where you identified inefficiencies and implemented solutions. This will help illustrate your analytical skills and ability to drive performance improvements.
✨Engage with Stakeholder Management
The role requires strong relationship-building skills, so be ready to discuss how you've collaborated with different teams or stakeholders in the past. Share examples of how you’ve communicated ideas clearly and influenced change, as this will highlight your ability to work well with others.