Quality Assurance Team Leader

Eight Financial Advice; Whiteley; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in Whiteley seeks a Quality Assurance Team Leader to guide a high-performing team ensuring compliance and client focus. Responsibilities include managing compliance checks, leading the QA team, and overseeing workflows. The ideal candidate will have strong leadership, attention to detail, and risk awareness. Benefits include hybrid working, performance bonuses, and comprehensive wellbeing support.

Benefits

Hybrid working: 3 days in-office, 2 days remotely

Performance bonus and company-wide bonus

28 days holiday with bank holidays

Private medical insurance and life assurance

Wellbeing support

Free mortgage and pension advice

8 paid volunteering hours annually

Regular events and socials

Qualifications

• Strong leadership and people management skills in a regulated environment.
• Deep understanding of QA best practices.
• Exceptional attention to detail.
• Risk awareness.
• Strong organizational skills.

Responsibilities

• Lead, coach, and motivate the Quality Assurance team.
• Manage case reviews, suitability assessments, and compliance checks.
• Validate adviser licenses, charging codes, and regulatory records.
• Oversee workflows in Salesforce and Monday.com.
• Act as subject matter expert for complex queries.
• Identify trends or risks and implement solutions.
• Keep QA processes updated with standards.
• Provide insights to senior stakeholders.

Skills

Leadership

Attention to detail

Risk awareness

Organizational skills

Job description

Eight Financial Advice - Whiteley

£30,000 - £40,000

Do you have a sharp eye for detail, a passion for compliance, and the leadership skills to guide a high-performing team? At Eight Financial Advice, we’re looking for a Quality Assurance Team Leader to make sure our advisers always deliver the best, most compliant, and client‑focused service possible.

What You’ll Do

• Customer Focus, Leadership, Engagement of People, Process Approach, Improvement, Evidence‑based Decision Making, and Relationship Management
• Lead, coach, and motivate the Quality Assurance team to deliver exceptional performance
• Manage case reviews, suitability assessments, and compliance checks for adviser activity
• Validate adviser licences, charging codes, and regulatory records
• Oversee workflows in Salesforce and Monday.com to ensure accuracy and efficiency
• Act as subject matter expert for complex queries on high‑risk products, pensions, investments, and protection
• Identify trends or risks and work with stakeholders to implement solutions
• Keep QA processes up to date with FCA, SJP, and internal standards
• Provide MI and insights to senior stakeholders to support adviser training and continuous improvement

Requirements

• Strong leadership and people management skills in a regulated environment
• Deep understanding QA best practices
• Exceptional attention to detail
• Risk awareness
• Strong organisational skills

Benefits

• Hybrid working: 3 days in the office, 2 days wherever you work best
• 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