Quality Assurance Specialist

Eight Financial Advice; Portsmouth; Ibrido; GBP 25.000 - 31.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working 3 days in office

Performance bonus

Company-wide bonus when targets areHit

28 days holiday + holidays

Private medical insurance and life 4x

Wellbeing support

Mortgage and pension advice

Volunteering time 8 hours yearly

Regular socials & epic events

Descrizione del lavoro

Eight Financial Advice in Totton is seeking a meticulous Quality Assurance Specialist to uphold adviser quality, compliance, and client protection. You’ll review documentation, licences, and case submissions, ensuring regulatory alignment and internal standards.

You’ll collaborate with advisers and operations, identify risks, and guide cases through Salesforce workflows, maintaining high standards and client outcomes.

Competenze

• Highly organised with exceptional attention to detail.
• Experience in financial services, compliance, paraplanning, or quality assurance.
• Confident with technical financial products and documentation.
• Able to manage multiple priorities in a busy environment.
• Proactive, collaborative, and solutions-focused.
• Committed to high standards and protecting client outcomes.

Mansioni

• 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.

Conoscenze

Attention to detail

Financial services experience

Quality assurance

Paraplanning

Regulatory knowledge

Communication skills

Strumenti

Salesforce

Workflow systems

Descrizione del lavoro

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

• 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