Quality Assurance Specialist

About the Role

We are seeking a meticulous Quality Assurance Specialist to join our expanding team at Eight Financial Advice. This role is pivotal in upholding superior standards in adviser quality, compliance adherence, and safeguarding client interests throughout our organization.

This position is ideal for candidates experienced in financial service compliance or quality assurance who thrive in a dynamic environment, valuing precision, organization, and adherence to best practices.

Key Responsibilities

• Examine adviser paperwork, suitability evaluations, and case submissions to verify they conform to both internal quality benchmarks and regulatory mandates.
• Authenticate adviser licenses and regulatory credentials.
• Assist with case triage and management utilizing Salesforce and other workflow platforms.
• Generate and assess quotations related to Life Insurance, Protection, and Long-Term Care products.
• Detect inconsistencies, absent documentation, or possible compliance concerns.
• Keep abreast of financial product knowledge, regulatory guidelines, and company procedures.
• Collaborate effectively with advisers and cross-functional teams to foster operational excellence.

Candidate Profile

• Highly organized with an acute attention to detail.
• Relevant background in financial services, compliance, paraplanning, or quality assurance.
• Comfortable handling complex financial products and detailed documentation.
• Able to juggle multiple tasks efficiently in a fast-paced setting.
• Proactive problem-solver with excellent teamwork skills.
• Committed to upholding high standards to protect client interests.

Experience with Salesforce, workflow tools, and comprehensive financial products such as investments, pensions, protection, and retirement planning will be considered an asset.

Benefits

• Hybrid work model after probation: three office days plus two remote days.
• Performance-based and company-wide bonuses dependent on target achievement.
• 28 days of annual leave, including bank holidays and your birthday off.
• Private medical insurance and life assurance coverage at four times salary.
• Access to wellbeing programs including Employee Assistance Program, mental health support, and cycle-to-work scheme.
• Complimentary mortgage and pension advice provided by internal experts.
• Eight paid volunteer hours annually through The Eight Foundation.
• Regular social events and special company gatherings.