At a Glance
- Tasks: Ensure adviser quality and compliance while supporting smooth case processing.
- Company: Join a dynamic financial services team focused on excellence.
- Benefits: Enjoy hybrid working, performance bonuses, and 28 days' holiday.
- Other info: Collaborative environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by maintaining high standards and protecting clients.
- Qualifications: Detail-oriented with experience in financial services or quality assurance.
The predicted salary is between 40000 - 45000 £ per year.
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.
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
Quality Assurance Specialist in Bournemouth employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
