Process Improvement Analyst, Financial Services

The Role:

Process Improvement/Business Excellence Analyst is required by established and highly regarded wealth management firm. They are embarking on an exciting multi-year transformation programme focused on operational excellence and digital enablement. As part of this journey, they are seeking a Process Improvement/Business Excellence Analyst to help drive process optimisation, foster a culture of continuous improvement, and support their strategic growth plans.

Key Responsibilities:

• Coordinate with process owners to embed a structured process management framework
• Facilitate cross-functional working groups to enable collaborative process improvements
• Support adoption and best practice use of process management tools, including Confluence and Runthru
• Lead annual process reviews and assist in audit preparation
• Assist in the delivery of targeted process improvement initiatives
• Promote continuous improvement across teams and departments
• Identify gaps in current process documentation and support its development
• Collaborate with the automation team to define requirements for low-code solutions

Key Requirements:

• Experience in process improvement or process management, within consulting and financial services
• Familiarity with process documentation methodologies (BPMN preferred)
• Strong understanding of process management tools and knowledge platforms such as Confluence
• Demonstrated ability to collaborate across teams and influence change
• Excellent communication skills with an ability to simplify complex topics for diverse audiences
• Detail-oriented, analytical, and capable of working independently or as part of a team
• A flexible and proactive mindset, committed to delivering high-quality outcomes

This is a fantastic opportunity to join a values-driven organisation with a unique heritage and a modern outlook. You’ll work in a collaborative environment that prizes professional integrity and continuous learning, with the chance to make a tangible impact on how the business operates.