Quality Assurance Specialist

About the Role

We are seeking a meticulous Quality Assurance Specialist to join our expanding team, playing a crucial role in upholding the highest levels of adviser quality, compliance, and client protection throughout our organisation.

This position suits candidates with a background in financial services compliance or quality assurance who thrive in dynamic environments and value accuracy, organisation, and adherence to best practices.

Key Responsibilities

• Examine adviser documentation, suitability reports, and case submissions to verify adherence to quality and compliance standards.
• Authenticate adviser licenses and regulatory credentials.
• Assist in case triage and monitoring using Salesforce and other workflow tools.
• Generate and assess quotations for Life Insurance, Protection, and Long-Term Care products.
• Identify any inconsistencies, missing data, or compliance risks within cases.
• Stay well-informed on financial products, regulations, and internal procedures.
• Collaborate closely with advisers and other teams to foster operational excellence.

Qualifications and Experience

• Exceptional organisation skills coupled with a keen eye for detail.
• Experience in financial services, compliance, paraplanning, or quality assurance roles.
• Familiarity with complex financial products and relevant documentation.
• Able to juggle multiple priorities efficiently in a fast-paced setting.
• Proactive mindset, team-oriented, and focus on solution delivery.
• Commitment to upholding high standards and securing client outcomes.

Expertise with Salesforce, workflow management platforms, and financial products such as investments, pensions, protection, and retirement planning is highly desirable.

Benefits and Perks

• Hybrid working arrangement: 3 days onsite and 2 days remote following probation.
• Performance-related bonuses plus company-wide incentive bonuses upon achieving targets.
• 28 days of annual leave plus bank holidays and your birthday off.
• Private medical insurance and life assurance covering four times your salary.
• Wellness initiatives including Employee Assistance Program, mental health support helpline, and cycle-to-work scheme.
• Complimentary mortgage and pension guidance from internal specialists.
• Annual allocation of 8 paid volunteering hours via The Eight Foundation.
• Frequent social events and grand company gatherings.