Quality Assurance Specialist

Eight Financial Advice; Eling; Hybrid; GBP 25,000 - 31,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company-wide bonus

28 days' holiday + bank holidays +Your

Private medical insurance

Life assurance (4x salary)

Wellbeing support

Mortgage and pension advice

Volunteering time: 8 hours

Regular socials & epic events

Job summary

Eight Financial Advice in Totton is seeking a detail-driven Quality Assurance Specialist to maintain adviser quality, compliance, and client protection across the business.

You will review adviser activity, ensure documentation meets regulatory standards, and support case progression through Salesforce. The role demands accuracy, organisation, and strong knowledge of financial products and processes.

Qualifications

• Experience in financial services compliance or quality assurance.
• Highly organised with exceptional attention to detail.
• Comfortable handling technical financial documents and products.

Responsibilities

• Review adviser documents, suitability reports and case submissions for quality and compliance.
• Validate adviser licences and regulatory records.
• Support case triage and oversight using Salesforce and workflows.
• Produce and review quotations for Life Insurance, Protection and LTC.
• Identify discrepancies or potential compliance risks.
• Collaborate with advisers to support operational excellence.

Skills

Quality assurance

Financial services

Compliance

Salesforce

Tools

Salesforce

Workflow systems

Job description

Quality Assurance Specialist

Totton - Eight Financial Advice

£28,000
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

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.

• 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 advicefrom our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events