Operations Consultant - Operational Excellence - 18 Month Secondment

Operations Consultant - Operational Excellence - 18 Month Secondment

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req4731

Posted on: 06/10/2026 – Application Deadline: 13/10/2026

Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success.This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

Location: Solihull, Edinburgh or Newcastle Locations

Workplace Type: Hybrid

Employment Type: 18 month Fixed-Term Contract

Seniority: Mid-Senior Level

About the Role

As an Operations Consultant, you'll work directly with our adviser businesses across the UK, helping them improve how they operate, increase efficiency and achieve their business goals.

You'll partner with Practice Managers and Advisers to review existing processes,find opportunities for improvement and implement practical solutions. Using your understanding of operational excellence and continuous improvement principles, you'll help businesses strengthen their operations and build sustainable ways of working.

This role offers a blend of consultancy, coaching and problem-solving. You'll work with a wide range of businesses, supporting them through change, helping them overcome operational challenges and driving improvements that deliver measurable results.

What You'll Be Doing

• Supporting adviser businesses to improve operational performance, efficiency and productivity.
• Reviewing processes and ways of working to identify areas for improvement.
• Analysing operational data and business information to support recommendations.
• Delivering practical solutions that improve business outcomes.
• Applying Lean and continuous improvement principles to support operational excellence.
• Delivering support through meetings, workshops, training sessions and virtual consultations.
• Working with colleagues across the business to provide joined-up support for Partner Practices.
• Helping businesses adopt efficient and sustainable ways of working.
• Ensuring activity aligns with risk, regulatory and compliance requirements.
• Building strong relationships with Partners and Practice Managers across the Partnership.

About You

You'll enjoy working with people, solving problems and finding better ways of doing things. You have experience supporting operational improvement initiatives and can use data, insight and business knowledge to see opportunities and recommend solutions. You build strong relationships quickly, communicate clearly and are comfortable working with a range of collaborators. You'll be organised, adaptable and able to lead challenging priorities while maintaining a focus on delivering positive outcomes for the businesses you support.

• Experience supporting operational improvement, business improvement or consultancy activities.
• Knowledge of Lean, Operational Excellence or continuous improvement methodologies.
• Ability to analyse processes, identify inefficiencies and recommend improvements.
• Effective communication and influencing skills.
• Strong analytical and problem-solving abilities.
• Experience within financial services, wealth management or another regulated environment.
• Knowledge of operational consultancy, business transformation or change initiatives.
• Experience using CRM, workflow or business management systems.
• Understanding of adviser-led or partner-led financial businesses

What's in it for you?

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days .
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10% , increasing with length of service up to 15% , plus the opportunity to increase this through salary sacrifice
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover , income protection , and life assurance
• EV salary sacrifice scheme through Tusker

Reasonable Adjustments
We're an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all, if you require reasonable adjustment(s) at any stageplease let us know by emailing us at
Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience please apply, regardless ofwhether you tick every box.

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