Wealthtime
Continuous Improvement Analyst
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About Us
Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.
With over £12 billion in assets under administration and a growing team of more than 100 professionals, we’re building something truly exceptional.
Our culture is driven by three core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—empowering our people to innovate, collaborate, and create meaningful impact every day.
Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.
About The Role
The role drives continuous improvement and supports transformational activity across customer, adviser and operational journeys. This is done by identifying opportunities, challenging inefficiencies and delivering practical solutions that improve our customer outcomes, operational efficiency and overall business performance.
The role is responsible for turning insight into action, taking ownership of improvement opportunities from identification through to implementation and benefit realisation. This position focuses on redesigning processes and supporting change which will help shape Wealthtime's future operating model service using performance insight, customer feedback and operational data.
Key Responsibilities
Continuous Improvement
- Identify and lead improvement initiatives across customer, adviser and operational journeys.
- Own improvement opportunities from discovery to delivery and measurable outcomes.
- Deliver pragmatic tactical solutions where strategic developments are not immediately available.
- Track and evidence benefits delivered through improvement activity.
Process & Journey Design
- Map, analyse and redesign customer, adviser and business processes to reduce friction and improve efficiency.
- Challenge existing ways of working and identify opportunities for simplification, automation and standardisation.
- Develop future-state processes aligned to business strategy, customer needs and growth objectives.
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Transformation Support
- Support strategic transformation initiatives by ensuring operational, customer and adviser impacts are fully understood.
- Act as a bridge between CX, Operations, Technology, Proposition and Change teams.
- Feed requirements into Transformational business readiness workstreams and support successful embedding of change.
Insight & Root Cause Analysis
- Analyse complaints, customer feedback, service performance insight and operational data.
- Translate insight into actionable recommendations and improvement plans.
- Challenge recurring problems and focus on sustainable solutions
Organisational Effectiveness
- Support the evolution of operating models, governance and service delivery structures.
- Identify opportunities to improve collaboration, accountability and efficiency across teams.
- Contribute to the optimisation of outsourced and group service arrangements where appropriate.
You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management.
About You
Essential Skills & Experience:
- Experience in Continuous Improvement, Business Change or Operational Improvement roles.
- Proven ability to lead improvement initiatives and deliver measurable outcomes.
- Strong process mapping, service design and customer journey management skills.
- Excellent analytical thinking and Root Cause Analysis capability.
- Experience influencing stakeholders and driving change across multiple functions.
- Strong commercial awareness and ability to link improvement activity to business value.
- Ability to balance short-term tactical solutions with long-term strategic objectives.
Desirable Skills & Experience
- Financial Services and/or Wealth Platform experience.
- Knowledge of Consumer Duty and customer outcome frameworks.
- Experience supporting transformation or operating model change programmes.
- Experience working with outsourced providers and third-party suppliers.
- Lean Six Sigma, Business Analysis experience.
Key Behaviours
- Ownership ¿ takes responsibility for delivering outcomes, not simply identifying issues.
- Constructive Challenge ¿ confidently challenges ineffective processes and practices.
- Pragmatic Problem Solving ¿ focuses on practical improvements that can be delivered quickly and effectively.
- Strategic Thinking ¿ understands how improvement activity supports future growth and transformation.
- Outcome Focused ¿ measures success through customer, adviser and business outcomes rather than activity completed.
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Rewards & Benefits
- Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
- Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
- Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
- Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
- Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
- Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
- Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
- Financial Security: Prepare for your future with our Group contributory pension scheme.
- Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
- Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
- Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
- Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
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