Quality Assurance Specialist

Eight Financial Advice; Eling; On-site; GBP 38,000 - 54,000; Full time

Benefits offered by this job

Hybrid working: 3 days in office, 2 at

Performance bonus + company-wide bonus

28 days' holiday + bank holidays +生日休息

Job summary

Eight Financial Advice is seeking a detail-driven Quality Assurance Specialist to uphold adviser quality, compliance, and client protection across the business. This hybrid role emphasizes accuracy, organisation, and doing things the right way.

Working within our Adviser Quality Assurance team, you’ll review adviser activity and documentation to ensure regulatory compliance and high standards. You’ll collaborate with advisers and operational teams to mitigate risks and improve overall quality.

Qualifications

• Experience in financial services compliance or QA.
• Strong organisational skills and accuracy.
• Familiarity with technical financial products and documentation.
• Ability to manage multiple priorities in a fast-paced environment.
• Proactive and collaborative team player.

Responsibilities

• Review adviser documentation, suitability reports, and case submissions to ensure quality and compliance standards are met.
• Validate adviser licences and regulatory records.
• Support case triage and oversight through Salesforce and workflow systems.
• Produce and review Life Insurance, Protection, and Long-Term Care quotations.
• Identify discrepancies, missing information, or potential compliance risks.
• Maintain awareness of financial products, regulatory requirements, and internal processes.
• Collaborate with advisers and internal stakeholders to support operational excellence.

Skills

Attention to detail

Financial services experience

Quality assurance

Paraplanning

Regulatory compliance

Cross-functional collaboration

Tools

Salesforce

Workflow systems

Job description

We're looking for a detail-driven Quality Assurance Specialist to join our growing team and play a key role in maintaining the highest standards of adviser quality, compliance, and client protection across the business.

This is an excellent opportunity for someone with experience in financial services compliance or quality assurance who enjoys working in a fast-paced environment and takes pride in accuracy, organisation, and doing things the right way.

The Opportunity

Working within our Adviser Quality Assurance team, you’ll support the review and oversight of adviser activity, ensuring documentation, case processing, and client recommendations meet internal standards and regulatory requirements.

You’ll work closely with advisers and operational teams, helping to identify risks, improve quality, and ensure cases progress smoothly through the pipeline.

Key Responsibilities

• Review adviser documentation, suitability reports, and case submissions to ensure quality and compliance standards are met
• Validate adviser licences and regulatory records
• Support case triage and oversight through Salesforce and workflow systems
• Produce and review Life Insurance, Protection, and Long-Term Care quotations
• Identify discrepancies, missing information, or potential compliance risks
• Maintain strong awareness of financial products, regulatory requirements, and internal processes
• Work collaboratively with advisers and internal stakeholders to support operational excellence

Requirements

We’re looking for someone who is:

• Highly organised with exceptional attention to detail
• Experienced within financial services, compliance, paraplanning, or quality assurance
• Confident working with technical financial products and documentation
• Comfortable managing multiple priorities in a busy environment
• Proactive, collaborative, and solutions-focused
• Passionate about maintaining high standards and protecting client outcomes

Experience with Salesforce, workflow management systems, and financial products including investments, pensions, protection, and retirement planning would be highly advantageous.

Benefits

• Hybrid working: 3 days in the office, 2 days wherever you work best (after passing probation)
• Performance bonus + Company-wide bonus (when Eight hits targets)
• 28 days' holiday + bank holidays + your birthday off
• Private medical insurance & life assurance (4x salary)
• Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
• Free mortgage and pension advice from our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events