Process Improvement Lead

IDEX Consulting; Bristol; On-site; GBP 50,000 - 70,000; Full time

Job summary

A growing Wealth Management firm in Bristol is looking for a Process Improvement Lead. This role involves analysing business processes, managing initiatives, and driving change that delivers tangible value. The ideal candidate will have a strong background in the Pensions and Wealth Management industry, excellent analytical and communication skills, and a collaborative mindset. Join us to make a real impact while developing your career in a supportive environment.

Qualifications

• Proven experience leading successful process improvement initiatives within the Pensions and Wealth Management industry.
• Excellent analytical skills to turn data into actionable insights.
• Strong communication and stakeholder management skills.

Responsibilities

• Analyse complex business processes to uncover areas for improvement.
• Work with teams to translate business needs into effective solutions.
• Manage multiple process improvement initiatives within broader projects.

Skills

Analytical skills

Project management

Stakeholder management

Communication

Education

Degree in Business, IT, or related field

Job description

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.

Why join us?

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.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.