Quality Assurance Analyst

Charles Stanley & Co.; Chelmsford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Chelmsford is looking for a team member to ensure effective risk controls within the Front Office. The role entails reviewing files, gathering management information, and analyzing data to identify trends for improvement. Ideal candidates will have GCSEs, experience in teamwork, and report writing skills. The firm offers a supportive workplace and opportunities for professional development.

Benefits

Supportive and inclusive workplace

Opportunities for professional development

Culture encouraging innovation

Qualifications

• Experience working collaboratively across different levels of an organisation.
• Ability to work effectively in a team environment.
• Experience producing or interpreting management information and reports.

Responsibilities

• Review files and activities within Front Office teams to ensure strong risk controls.
• Gather and assess management information from multiple sources.
• Analyse data to identify trends and opportunities for improvement.
• Communicate review outcomes clearly.
• Produce reports from oversight processes.

Skills

Data analysis

Communication skills

Teamwork

Report writing

Organizational skills

Education

GCSEs (or equivalent) including Maths and English

Tools

CRM

JHC Figaro

BITA

Job description

Key Responsibilities

• Review files and activities within Front Office teams to ensure strong risk controls and effective processes.
• Gather and assess management information (MI) from multiple sources to monitor performance and elevate concerns when needed.
• Analyse data to identify trends, emerging risks, and opportunities for improvement.
• Communicate review outcomes clearly and in an accessible way.
• Recommend process enhancements and improvements based on monitoring insights.
• Understand and apply departmental policies and procedures.
• Produce reports from oversight processes, including root‑cause analysis and corrective action tracking.
• Support resolution of audit findings and contribute to strengthening the control environment.
• Manage team communications, including monitoring shared inboxes and ensuring timely, professional responses.

Qualifications & Experience

• GCSEs (or equivalent), including Maths and English.
• Experience working collaboratively across different levels of an organisation.
• Ability to work effectively in a team environment.
• Experience producing or interpreting management information and reports.

Skills & Knowledge

• A methodical and organised approach to work.
• Familiarity with financial services systems (e.g., CRM, JHC Figaro, BITA).
• Strong data analysis and reporting skills.
• Ability to meet deadlines with resilience and determination.
• Excellent communication skills—both verbal and written—with the ability to adapt to different audiences.
• Diplomatic and professional in interactions.
• Strong report‑writing skills with attention to detail.
• Calm and composed under pressure, with effective time management.
• A positive, proactive team player who values collaboration and inclusion.
• Consistency and accuracy in delivering high‑quality work.

What We Offer

• A supportive and inclusive workplace where diverse perspectives are valued.
• Opportunities for professional development and growth.
• A culture that encourages innovation and continuous improvement.