Process Improvement Lead

IDEX Consulting; Bristol; On-site; GBP 55,000 - 70,000; Full time

Job summary

A rapidly expanding Wealth Management business is seeking a Process Improvement Lead. This role focuses on identifying inefficiencies and proposing solutions to enhance business processes. Ideal candidates will have proven experience in the Pensions and Wealth Management industry, strong analytical skills, and a collaborative mindset, bringing innovative ideas to the table.

Qualifications

• Proven experience in process improvement initiatives within Pensions and Wealth Management.
• Excellent analytical skills with data-driven insights.
• Strong project management skills in a fast-paced environment.

Responsibilities

• Analyse complex business processes for improvement and optimisation.
• Translate business needs into effective solutions.
• Manage multiple process improvement initiatives.

Skills

Analytical skills

Stakeholder management

Project management

Collaboration

Communication

Education

Degree in Business, IT, or related field

Job description

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Are you naturally curious and driven to make things better?
My client is a rapidly expanding Wealth Management business looking for a Process Improvement Lead who thrives at the intersection of business and technology, someone who can see the bigger picture while also diving deep into the details. In this role, you'll be instrumental in identifying inefficiencies, proposing smart solutions, and leading change that delivers tangible value across our organisation.

What you'll do:

• Analyse complex business processes to uncover areas for improvement, optimisation, and automation.
• Work with internal teams and external stakeholders to translate business needs into effective solutions.
• Create detailed requirements, lead testing efforts, and support roll-outs of new processes or systems.
• Use data and insight to inform decision-making and craft solutions with lasting impact.
• Build strong working relationships across departments to ensure end-to-end business outcomes are achieved.
• Manage and deliver multiple process improvement initiatives within broader projects, ensuring time-lines and outcomes are met.
• Stay ahead of industry trends, identifying opportunities to innovate and improve continuously.

What you'll bring:

• Proven experience leading successful process improvement initiatives within the Pensions and Wealth Management industry (this is essential).
• Ideally a degree in Business, IT, or a related field.
• Excellent analytical skills with the ability to turn data into actionable insight.
• Strong communication and stakeholder management skills, you'll work with teams across all levels.
• A natural ability to challenge the status quo, with the confidence to lead change and make a difference.
• Solid project management experience, with the ability to juggle priorities in a fast-paced environment.
• A collaborative mindset and the ability to see things through an end-to-end customer lens.

What sets you apart:

• You ask the right questions and spot inefficiencies others might miss.
• You don't just deliver solutions, you own them from concept to implementation.
• You can confidently handle sensitive information and work with discretion.
• You keep things moving, balancing attention to detail with timely execution.

You'll be part of a forward-thinking team where your ideas genuinely matter. This is a chance to shape how we work, drive meaningful improvements, and make a real impact, all while growing your own skill set in a supportive and collaborative environment.

Interested
Apply now and help us make things better, smarter, faster, and more effective.