Quality Assurance Specialist

Eight Financial Advice; Liss Forest; Hybrid; GBP 25.000 - 31.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Performance bonus

Company-wide bonus

28 days holiday

Private medical insurance

Life assurance (4x salary)

Wellbeing support

Mortgage and pension advice

Volunteering time

Social events

Zusammenfassung

Eight Financial Advice in Totton is seeking a meticulous Quality Assurance Specialist to safeguard adviser quality, compliance, and client protection across the business. You’ll review adviser activity, ensure documentation and case processing meet internal standards and regulatory requirements, and work with advisers and operations to raise quality.

If you have experience in financial services compliance or quality assurance, strong organisation, and familiarity with Salesforce or workflow

Qualifikationen

• Experience in financial services compliance, paraplanning, or QA.
• Excellent organisation and attention to detail.
• Comfort working with technical financial products and documentation.
• Ability to manage multiple priorities in a busy environment.
• Proactive, collaborative, and solutions-focused.
• Knowledge of Salesforce and workflow systems is advantageous.

Aufgaben

• Review adviser documentation and case submissions for quality and compliance.
• Validate adviser licences and regulatory records.
• Support case triage using Salesforce and workflow systems.
• Produce Life Insurance, Protection, and Long-Term Care quotations.
• Identify discrepancies and potential compliance risks.
• Maintain awareness of financial products and regulatory requirements.
• Collaborate with advisers and stakeholders to support operational excellence.

Kenntnisse

Attention to detail

Financial services

Quality assurance

Paraplanning

Regulatory compliance

Team collaboration

Tools

Salesforce

Workflow tools

Jobbeschreibung

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

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